iShares Russell Top 200 Value ETF
48 hedge funds and large institutions have $181M invested in iShares Russell Top 200 Value ETF in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 1 closing their positions.
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
89% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 9
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
20% more funds holding
Funds holding: 40 → 48 (+8)
34.04% less ownership
Funds ownership: 85.3% → 51.26% (-34%)
37% less capital invested
Capital invested by funds: $290M → $181M (-$108M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$4.11M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$2.43M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.29M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.02M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$692K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$64.8M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$51.9M |
| 3 |
Morgan Stanley
New York
|
-$6.4M |
| 4 |
LPL Financial
San Diego,
California
|
-$827K |
| 5 |
Jane Street
New York
|
-$539K |
IWX Hedge Fund Activity: Q4 2018 in Review
48 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q4 2018, worth a combined $181M — down 37% from $290M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IWX positions and 1 closed out — a net gain of 8 holders — while 17 added to existing stakes and 9 trimmed.
The largest buyer was UBS Group, adding an estimated $4.11M. The largest seller was Simplicity Solutions, cutting an estimated $64.8M.
- 48 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q4 2018, up from 40 in Q3 2018.
- Funds reported $181M of iShares Russell Top 200 Value ETF stock for Q4 2018, down 37% quarter-over-quarter.
- 9 funds opened new iShares Russell Top 200 Value ETF positions in Q4 2018 and 1 closed out, a net change of +8 holders.
- The largest iShares Russell Top 200 Value ETF buyer in Q4 2018 was UBS Group, an estimated $4.11M added.
- The largest iShares Russell Top 200 Value ETF seller in Q4 2018 was Simplicity Solutions, an estimated $64.8M sold.
Based on aggregated 13F filings for Q4 2018.