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.
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: 58 → 61 (+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: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$23.6M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$4.15M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$3.91M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$3.23M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$2.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$5.73M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$5.65M |
| 3 |
M&T Bank
Buffalo,
New York
|
-$2.24M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.23M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.11M |
IWX Hedge Fund Activity: Q4 2019 in Review
61 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q4 2019, worth a combined $448M — up 13% from $394M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IWX positions and 8 closed out — a net gain of 5 holders — while 20 added to existing stakes and 13 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $23.6M. The largest seller was Pacific Financial Group, cutting an estimated $5.73M.
- 61 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q4 2019, up from 58 in Q3 2019.
- Funds reported $448M of iShares Russell Top 200 Value ETF stock for Q4 2019, up 13% quarter-over-quarter.
- 13 funds opened new iShares Russell Top 200 Value ETF positions in Q4 2019 and 8 closed out, a net change of +5 holders.
- The largest iShares Russell Top 200 Value ETF buyer in Q4 2019 was Morgan Stanley, an estimated $23.6M added.
- The largest iShares Russell Top 200 Value ETF seller in Q4 2019 was Pacific Financial Group, an estimated $5.73M sold.
Based on aggregated 13F filings for Q4 2019.