iShares Russell Top 200 Value ETF
70 hedge funds and large institutions have $800M invested in iShares Russell Top 200 Value ETF in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 6 closing their positions.
183% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 6
63% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 16
36% more capital invested
Capital invested by funds: $588M → $800M (+$212M)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
19% more funds holding
Funds holding: 59 → 70 (+11)
7.76% more ownership
Funds ownership: 110.9% → 118.66% (+7.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$77.2M |
| 2 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
+$70.3M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$15.3M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$13.2M |
| 5 |
CWAG
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
+$5.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HGWM
Horst & Graben Wealth Management
Portland,
Oregon
|
-$7.14M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.2M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.07M |
| 4 |
M&T Bank
Buffalo,
New York
|
-$533K |
| 5 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
-$386K |
IWX Hedge Fund Activity: Q3 2020 in Review
70 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q3 2020, worth a combined $800M — up 36% from $588M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IWX positions and 6 closed out — a net gain of 11 holders — while 26 added to existing stakes and 16 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $77.2M. The largest seller was Horst & Graben Wealth Management, cutting an estimated $7.14M.
- 70 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q3 2020, up from 59 in Q2 2020.
- Funds reported $800M of iShares Russell Top 200 Value ETF stock for Q3 2020, up 36% quarter-over-quarter.
- 17 funds opened new iShares Russell Top 200 Value ETF positions in Q3 2020 and 6 closed out, a net change of +11 holders.
- The largest iShares Russell Top 200 Value ETF buyer in Q3 2020 was Envestnet Asset Management, an estimated $77.2M added.
- The largest iShares Russell Top 200 Value ETF seller in Q3 2020 was Horst & Graben Wealth Management, an estimated $7.14M sold.
Based on aggregated 13F filings for Q3 2020.