iShares Russell Top 200 Value ETF
39 hedge funds and large institutions have $167M invested in iShares Russell Top 200 Value ETF in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 4 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
11% more capital invested
Capital invested by funds: $151M → $167M (+$16M)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
0.12% less ownership
Funds ownership: 73.72% → 73.61% (-0.12%)
5% less funds holding
Funds holding: 41 → 39 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$8.21M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$6.9M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$6.89M |
| 4 |
Morgan Stanley
New York
|
+$3.53M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
-$6.51M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.71M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.25M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$179K |
| 5 |
DK
Darrell & King
Charlottesville,
Virginia
|
-$115K |
IWX Hedge Fund Activity: Q1 2017 in Review
39 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q1 2017, worth a combined $167M — up 11% from $151M a quarter earlier.
Fund positioning in IWX was balanced in Q1 2017: 4 funds opened new positions, 4 closed out, 11 added to existing stakes and 9 trimmed.
The largest buyer was Bank of America, adding an estimated $8.21M. The largest seller was Arax Advisory Partners, cutting an estimated $6.51M.
- 39 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q1 2017, down from 41 in Q4 2016.
- Funds reported $167M of iShares Russell Top 200 Value ETF stock for Q1 2017, up 11% quarter-over-quarter.
- 4 funds opened new iShares Russell Top 200 Value ETF positions in Q1 2017 and 4 closed out, a net change of 0 holders.
- The largest iShares Russell Top 200 Value ETF buyer in Q1 2017 was Bank of America, an estimated $8.21M added.
- The largest iShares Russell Top 200 Value ETF seller in Q1 2017 was Arax Advisory Partners, an estimated $6.51M sold.
Based on aggregated 13F filings for Q1 2017.