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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

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.

Holders
39
Holders Change
-2
Holders Change %
-4.88%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
4
Increased
11
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$16.6M
2
AWM
2
AE Wealth Management
Kansas
$9.76M
3
SS
3
Simplicity Solutions
Minnesota
$9.76M
4
Morgan Stanley
4
Morgan Stanley
New York
$15.4M
5
LPL Financial
5
LPL Financial
California
$2.02M

Top Sellers

1
AAP
1
Arax Advisory Partners
Colorado
$557K
2
UBS Group
2
UBS Group
Switzerland
$59M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Wells Fargo
4
Wells Fargo
California
$26.2M
5
DK
5
Darrell & King
Virginia
$1.54M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$59M 1,224,190 -35,502 -3%
Wells Fargo
2
Wells Fargo
California
$26.2M 544,089 -3,714 -0.7%
Bank of America
3
Bank of America
North Carolina
$16.6M 343,784 +170,427 +98%
Morgan Stanley
4
Morgan Stanley
New York
$15.4M 319,833 +73,279 +30%
AWM
5
AE Wealth Management
Kansas
$9.76M 202,669 +143,249 +241%
SS
6
Simplicity Solutions
Minnesota
$9.76M 202,540 +143,120 +241%
Truist Financial
7
Truist Financial
North Carolina
$9.38M 194,765 +6,086 +3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$5.11M 106,114 +11,315 +12%
Ameriprise
9
Ameriprise
Minnesota
$3.98M 81,486 -1,172 -1%
LPL Financial
10
LPL Financial
California
$2.02M 41,848 +22,500 +116%
DK
11
Darrell & King
Virginia
$1.54M 32,043 -2,395 -7%
M&T Bank
12
M&T Bank
New York
$1.42M 29,481 +3,475 +13%
NPC
13
National Planning Corporation
California
$1.21M 25,110 -386 -2%
HighTower Advisors
14
HighTower Advisors
Illinois
$716K 14,856 +205 +1%
Citigroup
15
Citigroup
New York
$685K 14,218 – –
ACA
16
Anchor Capital Advisors
Massachusetts
$666K 13,820 -355 -3%
TH
17
Timber Hill
Connecticut
$637K 13,214 -805 -6%
AAP
18
Arax Advisory Partners
Colorado
$557K 11,567 -135,038 -92%
VKH
19
Virtu KCG Holdings
New York
$498K 10,347 +30 +0.3%
WA
20
WBH Advisory
Maryland
$408K 8,483 – –
Jane Street
21
Jane Street
New York
$326K 6,759 +6,759 New
MI
22
Moneywise Inc
Virginia
$311K 6,462 +36 +0.6%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$144K 2,996 – –
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$140K 2,924 -28 -0.9%
HCA
25
Harbour Capital Advisors
Virginia
$86.7K 1,800 +1,800 New
1
2