iShares Russell Top 200 Value ETF
40 hedge funds and large institutions have $290M invested in iShares Russell Top 200 Value ETF in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 3 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
18% more capital invested
Capital invested by funds: $246M → $290M (+$43.4M)
1.9% more ownership
Funds ownership: 83.39% → 85.3% (+1.9%)
0% more funds holding
Funds holding: 40 → 40 (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
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$21.5M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$8.63M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$621K |
| 4 |
SG Americas Securities
New York
|
+$534K |
| 5 |
LPL Financial
San Diego,
California
|
+$523K |
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.56M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$340K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$319K |
| 4 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
-$180K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$166K |
IWX Hedge Fund Activity: Q3 2018 in Review
40 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q3 2018, worth a combined $290M — up 18% from $246M a quarter earlier.
Fund positioning in IWX was balanced in Q3 2018: 3 funds opened new positions, 3 closed out, 11 added to existing stakes and 9 trimmed.
The largest buyer was Simplicity Solutions, adding an estimated $21.5M. The largest seller was UBS Group, cutting an estimated $1.56M.
- 40 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q3 2018, unchanged from Q2 2018.
- Funds reported $290M of iShares Russell Top 200 Value ETF stock for Q3 2018, up 18% quarter-over-quarter.
- 3 funds opened new iShares Russell Top 200 Value ETF positions in Q3 2018 and 3 closed out, a net change of 0 holders.
- The largest iShares Russell Top 200 Value ETF buyer in Q3 2018 was Simplicity Solutions, an estimated $21.5M added.
- The largest iShares Russell Top 200 Value ETF seller in Q3 2018 was UBS Group, an estimated $1.56M sold.
Based on aggregated 13F filings for Q3 2018.