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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

27 hedge funds and large institutions have $130M invested in iShares Russell Top 200 Value ETF in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 1 closing their positions.

Holders
27
Holders Change
+3
Holders Change %
+12.5%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
9
Reduced
10
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$5.17M
2
UBS Group
2
UBS Group
Switzerland
$58.7M
3
Truist Financial
3
Truist Financial
North Carolina
$10.6M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.1M
5
Jane Street
5
Jane Street
New York
$294K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.72M
2
Ameriprise
2
Ameriprise
Minnesota
$4.12M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$201K
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.32M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$58.7M 1,343,544 +38,072 +3%
M&T Bank
2
M&T Bank
New York
$25.1M 575,528 -1,977 -0.3%
Truist Financial
3
Truist Financial
North Carolina
$10.6M 242,391 +15,035 +7%
Morgan Stanley
4
Morgan Stanley
New York
$9.72M 222,499 -293,561 -57%
GFG
5
Gray Financial Group
Georgia
$5.48M 125,457 -1,496 -1%
AssetMark Inc
6
AssetMark Inc
California
$5.17M 118,322 +118,322 New
Ameriprise
7
Ameriprise
Minnesota
$4.12M 94,348 -32,172 -25%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.1M 48,095 +10,137 +27%
Bank of America
9
Bank of America
North Carolina
$1.84M 42,158 +3,163 +8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.32M 30,150 -5,346 -15%
NPC
11
National Planning Corporation
California
$1.31M 30,290 -258 -0.8%
TH
12
Timber Hill
Connecticut
$1M 22,912 -1,249 -5%
LPL Financial
13
LPL Financial
California
$715K 16,623 +1,209 +8%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$618K 14,141 +6,608 +88%
HighTower Advisors
15
HighTower Advisors
Illinois
$607K 13,895 +878 +7%
Citigroup
16
Citigroup
New York
$412K 9,432 +114 +1%
Jane Street
17
Jane Street
New York
$294K 6,729 +6,729 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$201K 4,622 -25,863 -85%
MFS
19
MSI Financial Services
Massachusetts
$125K 2,870 +35 +1%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$102K 2,329 – –
BRWM
21
B. Riley Wealth Management
Tennessee
$63K 1,450 – –
AIG
22
American International Group
New York
$25.4K 582 -16 -3%
WA
23
WFG Advisors
Texas
$15K 333 – –
Wells Fargo
24
Wells Fargo
California
$13K 299 -13 -4%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$5K 109 +109 New
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