iShares Russell Top 200 Value ETF
31 hedge funds and large institutions have $119M invested in iShares Russell Top 200 Value ETF in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
3% more funds holding
Funds holding: 30 → 31 (+1)
1% more capital invested
Capital invested by funds: $118M → $119M (+$1.53M)
4.52% less ownership
Funds ownership: 74.4% → 69.88% (-4.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.08M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$646K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$624K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$455K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$350K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NPC
National Planning Corporation
El Segundo,
California
|
-$659K |
| 2 |
M&T Bank
Buffalo,
New York
|
-$561K |
| 3 |
Morgan Stanley
New York
|
-$468K |
| 4 |
WF
WealthTrust Fairport
Cleveland,
Ohio
|
-$368K |
| 5 |
WF
Welch & Forbes
Boston,
Massachusetts
|
-$278K |
IWX Hedge Fund Activity: Q1 2016 in Review
31 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q1 2016, worth a combined $119M — up 1.3% from $118M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new IWX positions and 3 closed out — a net gain of 1 holder — while 10 added to existing stakes and 9 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.08M. The largest seller was National Planning Corporation, cutting an estimated $659K.
- 31 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q1 2016, up from 30 in Q4 2015.
- Funds reported $119M of iShares Russell Top 200 Value ETF stock for Q1 2016, up 1.3% quarter-over-quarter.
- 4 funds opened new iShares Russell Top 200 Value ETF positions in Q1 2016 and 3 closed out, a net change of +1 holder.
- The largest iShares Russell Top 200 Value ETF buyer in Q1 2016 was Susquehanna International Group, an estimated $1.08M added.
- The largest iShares Russell Top 200 Value ETF seller in Q1 2016 was National Planning Corporation, an estimated $659K sold.
Based on aggregated 13F filings for Q1 2016.