iShares Russell Top 200 Value ETF
59 hedge funds and large institutions have $372M invested in iShares Russell Top 200 Value ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 9 closing their positions.
108% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 12
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
11.55% more ownership
Funds ownership: 85.96% → 97.51% (+12%)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
3% less funds holding
Funds holding: 61 → 59 (-2)
17% less capital invested
Capital invested by funds: $448M → $372M (-$75.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$41.6M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.6M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$3.38M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.19M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$2.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$23.7M |
| 2 |
Morgan Stanley
New York
|
-$23.1M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$6.81M |
| 4 |
LPL Financial
San Diego,
California
|
-$5.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$4.5M |
IWX Hedge Fund Activity: Q1 2020 in Review
59 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q1 2020, worth a combined $372M — down 17% from $448M a quarter earlier.
Fund positioning in IWX was balanced in Q1 2020: 9 funds opened new positions, 9 closed out, 25 added to existing stakes and 12 trimmed.
The largest buyer was TIAA FSB, adding an estimated $41.6M. The largest seller was Pacific Financial Group, exiting entirely with an estimated $23.7M sold.
- 59 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q1 2020, down from 61 in Q4 2019.
- Funds reported $372M of iShares Russell Top 200 Value ETF stock for Q1 2020, down 17% quarter-over-quarter.
- 9 funds opened new iShares Russell Top 200 Value ETF positions in Q1 2020 and 9 closed out, a net change of 0 holders.
- The largest iShares Russell Top 200 Value ETF buyer in Q1 2020 was TIAA FSB, an estimated $41.6M added.
- The largest iShares Russell Top 200 Value ETF seller in Q1 2020 was Pacific Financial Group, an estimated $23.7M sold.
Based on aggregated 13F filings for Q1 2020.