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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

24 hedge funds and large institutions have $102M invested in iShares Russell Top 200 Value ETF in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
24
Holders Change
–
Holders Change %
0%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
10
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$8.55M
2
U
2
UBS
Switzerland
$51.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.72M
4
M&T Bank
4
M&T Bank
New York
$906K
5
Morgan Stanley
5
Morgan Stanley
New York
$21.2M

Top Sellers

1
RMPT
1
Raytheon Master Pension Trust
Massachusetts
$0
2
Bank of America
2
Bank of America
North Carolina
$5.66M
3
FNBOO
3
First National Bank of Omaha
Nebraska
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$877K
5
Wells Fargo
5
Wells Fargo
California
$13K
Name Market Value Shares Shares
Change 		Shares
Change %
U
1
UBS
Switzerland
$51.5M 1,203,864 +58,531 +5%
Morgan Stanley
2
Morgan Stanley
New York
$21.2M 495,108 +8,661 +2%
Truist Financial
3
Truist Financial
North Carolina
$8.55M 200,051 +171,416 +599%
Ameriprise
4
Ameriprise
Minnesota
$6.06M 141,780 +583 +0.4%
Bank of America
5
Bank of America
North Carolina
$5.66M 132,342 -6,817 -5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.72M 40,151 +40,073 +51,376%
NPC
7
National Planning Corporation
California
$1.55M 36,394 -181 -0.5%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.14M 26,558 +7,429 +39%
TH
9
Timber Hill
Connecticut
$1.02M 23,861 -362 -1%
M&T Bank
10
M&T Bank
New York
$906K 21,200 +21,200 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$877K 20,529 -6,173 -23%
LPL Financial
12
LPL Financial
California
$669K 15,874 +1,508 +10%
HighTower Advisors
13
HighTower Advisors
Illinois
$524K 12,269 +1,534 +14%
Citigroup
14
Citigroup
New York
$398K 9,318 – –
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$206K 4,823 +602 +14%
MHS
16
M Holdings Securities
Oregon
$124K 2,900 +2,900 New
NES
17
New England Securities
New York
$121K 2,835 – –
BRWM
18
B. Riley Wealth Management
Tennessee
$61K 1,450 – –
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$42K 982 +86 +10%
WA
20
WFG Advisors
Texas
$14K 333 – –
Wells Fargo
21
Wells Fargo
California
$13K 312 -960 -75%
NFG
22
Next Financial Group
Texas
$12K 270 – –
GSC
23
Ground Swell Capital
South Carolina
$11K 257 +257 New
AIG
24
American International Group
New York
$9.62K 225 – –
RMPT
25
Raytheon Master Pension Trust
Massachusetts
– – -1,369,385 Closed
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