iShares Russell Top 200 Value ETF
59 hedge funds and large institutions have $588M invested in iShares Russell Top 200 Value ETF in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 4 closing their positions.
498% more capital inflows, than outflows
Capital inflows: $209M | Capital outflows: $34.9M
145% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 11
41.6% more ownership
Funds ownership: 97.51% → 139.11% (+42%)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
0% more funds holding
Funds holding: 59 → 59 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$72M |
| 2 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
+$65.1M |
| 3 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$29.9M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$11.1M |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$27.7M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$4.39M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$887K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$814K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$353K |
IWX Hedge Fund Activity: Q2 2020 in Review
59 of the 4,890 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q2 2020, worth a combined $588M — up 58% from $372M a quarter earlier.
Fund positioning in IWX was balanced in Q2 2020: 4 funds opened new positions, 4 closed out, 27 added to existing stakes and 11 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $72M. The largest seller was Wells Fargo, cutting an estimated $27.7M.
- 59 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q2 2020, unchanged from Q1 2020.
- Funds reported $588M of iShares Russell Top 200 Value ETF stock for Q2 2020, up 58% quarter-over-quarter.
- 4 funds opened new iShares Russell Top 200 Value ETF positions in Q2 2020 and 4 closed out, a net change of 0 holders.
- The largest iShares Russell Top 200 Value ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $72M added.
- The largest iShares Russell Top 200 Value ETF seller in Q2 2020 was Wells Fargo, an estimated $27.7M sold.
Based on aggregated 13F filings for Q2 2020.