iShares Russell Top 200 Value ETF
42 hedge funds and large institutions have $226M invested in iShares Russell Top 200 Value ETF in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 3 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 10
2.45% more ownership
Funds ownership: 76.81% → 79.26% (+2.4%)
3% more capital invested
Capital invested by funds: $219M → $226M (+$6.42M)
0% more funds holding
Funds holding: 42 → 42 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$10M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$9.81M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.68M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$494K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$416K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.18M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.98M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$830K |
| 4 |
DK
Darrell & King
Charlottesville,
Virginia
|
-$211K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$206K |
IWX Hedge Fund Activity: Q1 2018 in Review
42 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q1 2018, worth a combined $226M — up 2.9% from $219M a quarter earlier.
Fund positioning in IWX was balanced in Q1 2018: 3 funds opened new positions, 3 closed out, 15 added to existing stakes and 10 trimmed.
The largest buyer was Simplicity Solutions, adding an estimated $10M. The largest seller was Morgan Stanley, cutting an estimated $3.18M.
- 42 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q1 2018, unchanged from Q4 2017.
- Funds reported $226M of iShares Russell Top 200 Value ETF stock for Q1 2018, up 2.9% quarter-over-quarter.
- 3 funds opened new iShares Russell Top 200 Value ETF positions in Q1 2018 and 3 closed out, a net change of 0 holders.
- The largest iShares Russell Top 200 Value ETF buyer in Q1 2018 was Simplicity Solutions, an estimated $10M added.
- The largest iShares Russell Top 200 Value ETF seller in Q1 2018 was Morgan Stanley, an estimated $3.18M sold.
Based on aggregated 13F filings for Q1 2018.