We are live on ! Find out more
IWX icon

iShares Russell Top 200 Value ETF

61 hedge funds and large institutions have $448M invested in iShares Russell Top 200 Value ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

54% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 13

13% more capital invested

Capital invested by funds: $394M → $448M (+$53.2M)

5% more funds holding

Funds holding: 5861 (+3)

0.17% more ownership

Funds ownership: 85.8%85.96% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
1.2%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
13
Increased
20
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$92.6M +$4.15M +73,418 +5%
SS
2
Simplicity Solutions
Minnesota
$90.2M +$3.23M +57,173 +4%
UBS Group
3
UBS Group
Switzerland
$62.5M -$5.65M -99,926 -9%
Wells Fargo
4
Wells Fargo
California
$33.3M -$1.23M -21,750 -4%
TF
5
TIAA FSB
Florida
$30.4M +$1.32M +23,334 +5%
Morgan Stanley
6
Morgan Stanley
New York
$28.7M +$23.6M +418,332 +579%
PFG
7
Pacific Financial Group
Washington
$23.7M -$5.73M -101,373 -20%
Bank of America
8
Bank of America
North Carolina
$18.9M +$3.91M +69,242 +27%
Truist Financial
9
Truist Financial
North Carolina
$14.7M +$2.42M +42,825 +21%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$8.78M -$47.4K -838 -0.6%
LPL Financial
11
LPL Financial
California
$7.82M +$182K +3,224 +2%
GWMIA
12
Global Wealth Management Investment Advisory
Florida
$6.87M -$344K -6,093 -5%
Ameriprise
13
Ameriprise
Minnesota
$5.4M -$735K -13,007 -12%
MML Investors Services
14
MML Investors Services
Massachusetts
$3.14M +$704K +12,465 +30%
HIA
15
Harbor Investment Advisory
Maryland
$2.45M +$2.37M +41,847 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.47M +$1.41M +25,032 New
WSFS
17
Wilmington Savings Fund Society
Delaware
$1.41M +$152K +2,684 +13%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.26M +$19.7K +348 +2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.24M -$77.4K -1,369 -6%
Citigroup
20
Citigroup
New York
$1.19M +$283K +5,000 +32%
Franklin Resources
21
Franklin Resources
California
$1.18M +$729K +12,900 +177%
CAN
22
Cetera Advisor Networks
California
$1.1M +$105K +1,851 +11%
OC
23
Oppenheimer & Co
New York
$935K +$274K +4,840 +43%
JMPWA
24
JP Morgan Private Wealth Advisors
California
$679K +$34.8K +616 +6%
Citadel Advisors
25
Citadel Advisors
Florida
$656K +$633K +11,208 New