iShares Russell Top 200 Value ETF
42 hedge funds and large institutions have $219M invested in iShares Russell Top 200 Value ETF in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 4 closing their positions.
724% more capital inflows, than outflows
Capital inflows: $37.4M | Capital outflows: $4.54M
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
5.93% more ownership
Funds ownership: 70.88% → 76.81% (+5.9%)
2% more funds holding
Funds holding: 41 → 42 (+1)
9% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Simplicity Solutions
Minneapolis,
Minnesota
|
+$25.7M |
| 2 |
AE Wealth Management
Topeka,
Kansas
|
+$4.73M |
| 3 |
LPL Financial
San Diego,
California
|
+$4M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$2.05M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$250K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.74M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.23M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$607K |
| 4 |
Goldman Sachs
New York
|
-$231K |
| 5 |
SG Americas Securities
New York
|
-$213K |
IWX Hedge Fund Activity: Q4 2017 in Review
42 of the 4,420 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q4 2017, worth a combined $219M — up 24% from $177M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IWX positions and 4 closed out — a net gain of 1 holder — while 10 added to existing stakes and 11 trimmed.
The largest buyer was Simplicity Solutions, opening a new position worth an estimated $25.7M. The largest seller was Jane Street, exiting entirely with an estimated $1.74M sold.
- 42 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q4 2017, up from 41 in Q3 2017.
- Funds reported $219M of iShares Russell Top 200 Value ETF stock for Q4 2017, up 24% quarter-over-quarter.
- 5 funds opened new iShares Russell Top 200 Value ETF positions in Q4 2017 and 4 closed out, a net change of +1 holder.
- The largest iShares Russell Top 200 Value ETF buyer in Q4 2017 was Simplicity Solutions, an estimated $25.7M added.
- The largest iShares Russell Top 200 Value ETF seller in Q4 2017 was Jane Street, an estimated $1.74M sold.
Based on aggregated 13F filings for Q4 2017.