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.
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: 35 → 41 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$24.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.71M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$1.92M |
| 4 |
Morgan Stanley
New York
|
+$1.12M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$619K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$3.55M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$1.98M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$923K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$386K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$98.1K |
IWX Hedge Fund Activity: Q4 2016 in Review
41 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q4 2016, worth a combined $151M — up 40% from $108M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IWX positions and 1 closed out — a net gain of 6 holders — while 12 added to existing stakes and 11 trimmed.
The largest buyer was Wells Fargo, adding an estimated $24.1M. The largest seller was UBS Group, cutting an estimated $3.55M.
- 41 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q4 2016, up from 35 in Q3 2016.
- Funds reported $151M of iShares Russell Top 200 Value ETF stock for Q4 2016, up 40% quarter-over-quarter.
- 7 funds opened new iShares Russell Top 200 Value ETF positions in Q4 2016 and 1 closed out, a net change of +6 holders.
- The largest iShares Russell Top 200 Value ETF buyer in Q4 2016 was Wells Fargo, an estimated $24.1M added.
- The largest iShares Russell Top 200 Value ETF seller in Q4 2016 was UBS Group, an estimated $3.55M sold.
Based on aggregated 13F filings for Q4 2016.