iShares Russell Top 200 Value ETF
24 hedge funds and large institutions have $136M invested in iShares Russell Top 200 Value ETF in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 2 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
4% less funds holding
Funds holding: 25 → 24 (-1)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
30% less capital inflows, than outflows
Capital inflows: $4.06M | Capital outflows: $5.81M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.28M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$665K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$499K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$384K |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$124K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.03M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$701K |
| 3 |
Morgan Stanley
New York
|
-$594K |
| 4 |
M&T Bank
Buffalo,
New York
|
-$504K |
| 5 |
NPC
National Planning Corporation
El Segundo,
California
|
-$251K |
IWX Hedge Fund Activity: Q1 2015 in Review
24 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q1 2015, worth a combined $136M — down 4.2% from $142M a quarter earlier.
Fund positioning in IWX was balanced in Q1 2015: 2 funds opened new positions, 2 closed out, 8 added to existing stakes and 9 trimmed.
The largest buyer was UBS Group, adding an estimated $2.28M. The largest seller was Bank of America, cutting an estimated $3.03M.
- 24 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q1 2015, down from 25 in Q4 2014.
- Funds reported $136M of iShares Russell Top 200 Value ETF stock for Q1 2015, down 4.2% quarter-over-quarter.
- 2 funds opened new iShares Russell Top 200 Value ETF positions in Q1 2015 and 2 closed out, a net change of 0 holders.
- The largest iShares Russell Top 200 Value ETF buyer in Q1 2015 was UBS Group, an estimated $2.28M added.
- The largest iShares Russell Top 200 Value ETF seller in Q1 2015 was Bank of America, an estimated $3.03M sold.
Based on aggregated 13F filings for Q1 2015.