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.
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: 32 → 35 (+3)
1% more capital inflows, than outflows
Capital inflows: $2.76M | Capital outflows: $2.73M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$760K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$576K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$220K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$207K |
| 5 |
Morgan Stanley
New York
|
+$164K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.01M |
| 2 |
M&T Bank
Buffalo,
New York
|
-$575K |
| 3 |
DK
Darrell & King
Charlottesville,
Virginia
|
-$447K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$395K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$144K |
IWX Hedge Fund Activity: Q3 2016 in Review
35 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q3 2016, worth a combined $108M — up 1.9% from $106M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new IWX positions and 1 closed out — a net gain of 3 holders — while 12 added to existing stakes and 9 trimmed.
The largest buyer was Simplicity Solutions, opening a new position worth an estimated $760K. The largest seller was UBS Group, cutting an estimated $1.01M.
- 35 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q3 2016, up from 32 in Q2 2016.
- Funds reported $108M of iShares Russell Top 200 Value ETF stock for Q3 2016, up 1.9% quarter-over-quarter.
- 4 funds opened new iShares Russell Top 200 Value ETF positions in Q3 2016 and 1 closed out, a net change of +3 holders.
- The largest iShares Russell Top 200 Value ETF buyer in Q3 2016 was Simplicity Solutions, an estimated $760K added.
- The largest iShares Russell Top 200 Value ETF seller in Q3 2016 was UBS Group, an estimated $1.01M sold.
Based on aggregated 13F filings for Q3 2016.