iShares Russell Top 200 Value ETF
41 hedge funds and large institutions have $177M invested in iShares Russell Top 200 Value ETF in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
3% more funds holding
Funds holding: 40 → 41 (+1)
1% less capital invested
Capital invested by funds: $179M → $177M (-$2M)
5.43% less ownership
Funds ownership: 76.32% → 70.88% (-5.4%)
27% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 15
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$6.49M |
| 2 |
Jane Street
New York
|
+$1.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$853K |
| 4 |
Goldman Sachs
New York
|
+$226K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$221K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$14M |
| 2 |
SG Americas Securities
New York
|
-$1.09M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$305K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$124K |
| 5 |
Morgan Stanley
New York
|
-$104K |
IWX Hedge Fund Activity: Q3 2017 in Review
41 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q3 2017, worth a combined $177M — down 1.1% from $179M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new IWX positions and 1 closed out — a net gain of 2 holders — while 11 added to existing stakes and 15 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $6.49M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $14M sold.
- 41 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q3 2017, up from 40 in Q2 2017.
- Funds reported $177M of iShares Russell Top 200 Value ETF stock for Q3 2017, down 1.1% quarter-over-quarter.
- 3 funds opened new iShares Russell Top 200 Value ETF positions in Q3 2017 and 1 closed out, a net change of +2 holders.
- The largest iShares Russell Top 200 Value ETF buyer in Q3 2017 was AE Wealth Management, an estimated $6.49M added.
- The largest iShares Russell Top 200 Value ETF seller in Q3 2017 was Simplicity Solutions, an estimated $14M sold.
Based on aggregated 13F filings for Q3 2017.