iShares Russell Top 200 Value ETF
40 hedge funds and large institutions have $179M invested in iShares Russell Top 200 Value ETF in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 6 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 9
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
7% more capital invested
Capital invested by funds: $167M → $179M (+$12.3M)
2.71% more ownership
Funds ownership: 73.61% → 76.32% (+2.7%)
3% more funds holding
Funds holding: 39 → 40 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$4.06M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$4M |
| 3 |
SG Americas Securities
New York
|
+$1.28M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$886K |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$506K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NPC
National Planning Corporation
El Segundo,
California
|
-$1.21M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$498K |
| 3 |
Jane Street
New York
|
-$326K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$214K |
| 5 |
DK
Darrell & King
Charlottesville,
Virginia
|
-$197K |
IWX Hedge Fund Activity: Q2 2017 in Review
40 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q2 2017, worth a combined $179M — up 7.4% from $167M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IWX positions and 6 closed out — a net gain of 1 holder — while 13 added to existing stakes and 9 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $4.06M. The largest seller was National Planning Corporation, exiting entirely with an estimated $1.21M sold.
- 40 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q2 2017, up from 39 in Q1 2017.
- Funds reported $179M of iShares Russell Top 200 Value ETF stock for Q2 2017, up 7.4% quarter-over-quarter.
- 7 funds opened new iShares Russell Top 200 Value ETF positions in Q2 2017 and 6 closed out, a net change of +1 holder.
- The largest iShares Russell Top 200 Value ETF buyer in Q2 2017 was AE Wealth Management, an estimated $4.06M added.
- The largest iShares Russell Top 200 Value ETF seller in Q2 2017 was National Planning Corporation, an estimated $1.21M sold.
Based on aggregated 13F filings for Q2 2017.