iShares Russell Top 200 Value ETF
51 hedge funds and large institutions have $383M invested in iShares Russell Top 200 Value ETF in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 5 closing their positions.
32% more capital invested
Capital invested by funds: $290M → $383M (+$93.6M)
16.49% more ownership
Funds ownership: 68.09% → 84.58% (+16%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
4% less funds holding
Funds holding: 53 → 51 (-2)
13% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 16
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$44.9M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$42.5M |
| 3 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$4.01M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$1.32M |
| 5 |
Jane Street
New York
|
+$963K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$7.66M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.61M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$507K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$356K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$304K |
IWX Hedge Fund Activity: Q2 2019 in Review
51 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q2 2019, worth a combined $383M — up 32% from $290M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of IWX and 3 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 14 added.
The largest buyer was AE Wealth Management, adding an estimated $44.9M. The largest seller was LPL Financial, cutting an estimated $7.66M.
- 51 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q2 2019, down from 53 in Q1 2019.
- Funds reported $383M of iShares Russell Top 200 Value ETF stock for Q2 2019, up 32% quarter-over-quarter.
- 3 funds opened new iShares Russell Top 200 Value ETF positions in Q2 2019 and 5 closed out, a net change of -2 holders.
- The largest iShares Russell Top 200 Value ETF buyer in Q2 2019 was AE Wealth Management, an estimated $44.9M added.
- The largest iShares Russell Top 200 Value ETF seller in Q2 2019 was LPL Financial, an estimated $7.66M sold.
Based on aggregated 13F filings for Q2 2019.