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iShares Russell Top 200 Value ETF

41 hedge funds and large institutions have $151M invested in iShares Russell Top 200 Value ETF in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

40% more capital invested

Capital invested by funds: $108M → $151M (+$43.1M)

17% more funds holding

Funds holding: 3541 (+6)

8.71% more ownership

Funds ownership: 65.01%73.72% (+8.7%)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

Holders
41
Holders Change
+6
Holders Change %
+17.14%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$59.2M -$3.55M -78,325 -6%
Wells Fargo
2
Wells Fargo
California
$25.7M +$24.1M +530,975 +3,155%
Morgan Stanley
3
Morgan Stanley
New York
$11.6M +$1.12M +24,689 +11%
Truist Financial
4
Truist Financial
North Carolina
$8.87M -$1.98M -43,595 -19%
Bank of America
5
Bank of America
North Carolina
$8.15M +$3.71M +81,826 +89%
AAP
6
Arax Advisory Partners
Colorado
$6.89M +$6.65M +146,605 New
GFG
7
Gray Financial Group
Georgia
$5.63M
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$4.46M +$606K +13,356 +16%
Ameriprise
9
Ameriprise
Minnesota
$3.88M -$98.1K -2,161 -3%
SS
10
Simplicity Solutions
Minnesota
$2.79M +$1.92M +42,232 +246%
AWM
11
AE Wealth Management
Kansas
$2.79M +$2.7M +59,420 New
DK
12
Darrell & King
Virginia
$1.62M -$17.7K -391 -1%
Citadel Advisors
13
Citadel Advisors
Florida
$1.25M +$619K +13,646 +105%
M&T Bank
14
M&T Bank
New York
$1.22M -$4.95K -109 -0.4%
NPC
15
National Planning Corporation
California
$1.2M -$81K -1,785 -7%
LPL Financial
16
LPL Financial
California
$917K +$14.3K +316 +2%
HighTower Advisors
17
HighTower Advisors
Illinois
$692K +$6.94K +153 +1%
Citigroup
18
Citigroup
New York
$668K +$227K +5,000 +54%
ACA
19
Anchor Capital Advisors
Massachusetts
$666K +$92.1K +2,030 +17%
TH
20
Timber Hill
Connecticut
$659K -$14.1K -311 -2%
VKH
21
Virtu KCG Holdings
New York
$485K -$386K -8,498 -45%
WA
22
WBH Advisory
Maryland
$398K
MI
23
Moneywise Inc
Virginia
$302K -$1.81K -40 -0.6%
MFS
24
MSI Financial Services
Massachusetts
$162K
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$141K +$136K +2,996 New