iShares Russell Top 200 Value ETF
40 hedge funds and large institutions have $246M invested in iShares Russell Top 200 Value ETF in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 6 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 4
9% more capital invested
Capital invested by funds: $226M → $246M (+$20.3M)
4.13% more ownership
Funds ownership: 79.26% → 83.39% (+4.1%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less funds holding
Funds holding: 42 → 40 (-2)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$9.27M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$8.57M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$1.39M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.14M |
| 5 |
Jane Street
New York
|
+$964K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.61M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.28M |
| 3 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
-$756K |
| 4 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$559K |
| 5 |
WSFS
Wilmington Savings Fund Society
Wilmington,
Delaware
|
-$205K |
IWX Hedge Fund Activity: Q2 2018 in Review
40 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q2 2018, worth a combined $246M — up 9% from $226M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of IWX and 4 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 11 added.
The largest buyer was Simplicity Solutions, adding an estimated $9.27M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.61M sold.
- 40 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q2 2018, down from 42 in Q1 2018.
- Funds reported $246M of iShares Russell Top 200 Value ETF stock for Q2 2018, up 9% quarter-over-quarter.
- 4 funds opened new iShares Russell Top 200 Value ETF positions in Q2 2018 and 6 closed out, a net change of -2 holders.
- The largest iShares Russell Top 200 Value ETF buyer in Q2 2018 was Simplicity Solutions, an estimated $9.27M added.
- The largest iShares Russell Top 200 Value ETF seller in Q2 2018 was Citadel Advisors, an estimated $1.61M sold.
Based on aggregated 13F filings for Q2 2018.