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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

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.

Holders
41
Holders Change
+6
Holders Change %
+17.14%
% of All Funds
1.03%
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
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$25.7M
2
AAP
2
Arax Advisory Partners
Colorado
$6.89M
3
Bank of America
3
Bank of America
North Carolina
$8.15M
4
AWM
4
AE Wealth Management
Kansas
$2.79M
5
SS
5
Simplicity Solutions
Minnesota
$2.79M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$59.2M
2
Truist Financial
2
Truist Financial
North Carolina
$8.87M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
VKH
4
Virtu KCG Holdings
New York
$485K
5
Ameriprise
5
Ameriprise
Minnesota
$3.89M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$59.2M 1,259,692 -78,325 -6%
Wells Fargo
2
Wells Fargo
California
$25.7M 547,803 +530,975 +3,155%
Morgan Stanley
3
Morgan Stanley
New York
$11.6M 246,554 +24,689 +11%
Truist Financial
4
Truist Financial
North Carolina
$8.87M 188,679 -43,595 -19%
Bank of America
5
Bank of America
North Carolina
$8.15M 173,357 +81,826 +89%
AAP
6
Arax Advisory Partners
Colorado
$6.89M 146,605 +146,605 New
GFG
7
Gray Financial Group
Georgia
$5.63M 119,837 – –
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$4.46M 94,799 +13,356 +16%
Ameriprise
9
Ameriprise
Minnesota
$3.89M 82,658 -2,161 -3%
SS
10
Simplicity Solutions
Minnesota
$2.79M 59,420 +42,232 +246%
AWM
11
AE Wealth Management
Kansas
$2.79M 59,420 +59,420 New
DK
12
Darrell & King
Virginia
$1.62M 34,438 -391 -1%
Citadel Advisors
13
Citadel Advisors
Florida
$1.25M 26,670 +13,646 +105%
M&T Bank
14
M&T Bank
New York
$1.22M 26,006 -109 -0.4%
NPC
15
National Planning Corporation
California
$1.2M 25,496 -1,785 -7%
LPL Financial
16
LPL Financial
California
$917K 19,348 +316 +2%
HighTower Advisors
17
HighTower Advisors
Illinois
$692K 14,651 +153 +1%
Citigroup
18
Citigroup
New York
$668K 14,218 +5,000 +54%
ACA
19
Anchor Capital Advisors
Massachusetts
$666K 14,175 +2,030 +17%
TH
20
Timber Hill
Connecticut
$659K 14,019 -311 -2%
VKH
21
Virtu KCG Holdings
New York
$485K 10,317 -8,498 -45%
WA
22
WBH Advisory
Maryland
$398K 8,483 – –
MI
23
Moneywise Inc
Virginia
$302K 6,426 -40 -0.6%
MFS
24
MSI Financial Services
Massachusetts
$162K 3,441 – –
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$141K 2,996 +2,996 New
1
2