We are live on ! Find out more
IWX icon

iShares Russell Top 200 Value ETF

35 hedge funds and large institutions have $108M invested in iShares Russell Top 200 Value ETF in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

9% more funds holding

Funds holding: 3235 (+3)

2% more capital invested

Capital invested by funds: $106M → $108M (+$1.98M)

0.02% more ownership

Funds ownership: 64.99%65.01% (+0.02%)

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$59.1M -$1.01M -22,860 -2%
Truist Financial
2
Truist Financial
North Carolina
$10.3M +$96.4K +2,181 +0.9%
Morgan Stanley
3
Morgan Stanley
New York
$9.8M +$164K +3,706 +2%
GFG
4
Gray Financial Group
Georgia
$5.3M
Bank of America
5
Bank of America
North Carolina
$4.04M -$144K -3,269 -3%
Ameriprise
6
Ameriprise
Minnesota
$3.69M -$395K -8,937 -10%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.6M +$220K +4,987 +7%
DK
8
Darrell & King
Virginia
$1.54M -$447K -10,116 -23%
NPC
9
National Planning Corporation
California
$1.2M -$1.81K -41 -0.2%
M&T Bank
10
M&T Bank
New York
$1.15M -$575K -13,004 -33%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$923K +$36.8K +833 +4%
LPL Financial
12
LPL Financial
California
$835K +$142K +3,213 +20%
VKH
13
Virtu KCG Holdings
New York
$831K +$207K +4,685 +33%
SS
14
Simplicity Solutions
Minnesota
$760K +$760K +17,188 New
Wells Fargo
15
Wells Fargo
California
$744K +$38.5K +871 +5%
HighTower Advisors
16
HighTower Advisors
Illinois
$647K +$49.8K +1,128 +8%
TH
17
Timber Hill
Connecticut
$633K +$66.3K +1,500 +12%
Citadel Advisors
18
Citadel Advisors
Florida
$576K +$576K +13,024 New
ACA
19
Anchor Capital Advisors
Massachusetts
$537K +$97K +2,195 +22%
Citigroup
20
Citigroup
New York
$407K -$30.9K -700 -7%
WA
21
WBH Advisory
Maryland
$374K
MI
22
Moneywise Inc
Virginia
$286K +$286K +6,466 New
MFS
23
MSI Financial Services
Massachusetts
$152K +$133 +3 +0.1%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$130K +$663 +15 +0.5%
CCM
25
Cribstone Capital Management
Maine
$41K