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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

25 hedge funds and large institutions have $142M invested in iShares Russell Top 200 Value ETF in 2014 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
5
Increased
11
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$55.8M
2
M&T Bank
2
M&T Bank
New York
$26.2M
3
GFG
3
Gray Financial Group
Georgia
$5.73M
4
Morgan Stanley
4
Morgan Stanley
New York
$23.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.47M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.83M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$411K
3
MHS
3
M Holdings Securities
Oregon
$0
4
LPL Financial
4
LPL Financial
California
$609K
5
NFG
5
Next Financial Group
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$55.8M 1,253,171 +1,253,171 New
M&T Bank
2
M&T Bank
New York
$26.2M 589,047 +567,847 +2,679%
Morgan Stanley
3
Morgan Stanley
New York
$23.6M 529,670 +34,562 +7%
Truist Financial
4
Truist Financial
North Carolina
$9.44M 212,127 +12,076 +6%
Ameriprise
5
Ameriprise
Minnesota
$6.35M 142,583 +803 +0.6%
GFG
6
Gray Financial Group
Georgia
$5.73M 128,732 +128,732 New
Bank of America
7
Bank of America
North Carolina
$4.83M 108,399 -23,943 -18%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.82M 40,907 +756 +2%
NPC
9
National Planning Corporation
California
$1.58M 36,301 -93 -0.3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.47M 33,074 +28,251 +586%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.3M 29,157 +2,599 +10%
TH
12
Timber Hill
Connecticut
$1.08M 24,161 +300 +1%
LPL Financial
13
LPL Financial
California
$609K 13,690 -2,184 -14%
HighTower Advisors
14
HighTower Advisors
Illinois
$565K 12,687 +418 +3%
Citigroup
15
Citigroup
New York
$413K 9,318 – –
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$411K 9,257 -11,272 -55%
VKH
17
Virtu KCG Holdings
New York
$223K 4,999 +4,999 New
NES
18
New England Securities
New York
$126K 2,835 – –
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$102K 2,287 +1,305 +133%
BRWM
20
B. Riley Wealth Management
Tennessee
$64K 1,450 – –
WA
21
WFG Advisors
Texas
$15K 333 – –
Wells Fargo
22
Wells Fargo
California
$14K 311 -1 -0.3%
AIG
23
American International Group
New York
$13.5K 303 +78 +35%
Creative Planning
24
Creative Planning
Kansas
$4K 100 +100 New
MHS
25
M Holdings Securities
Oregon
– – -2,900 Closed
1
2