iShares Russell Top 200 Value ETF
91 hedge funds and large institutions have $1.24B invested in iShares Russell Top 200 Value ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 3 closing their positions.
433% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 3
17% more funds holding
Funds holding: 78 → 91 (+13)
15% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 26
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
3% less capital invested
Capital invested by funds: $1.28B → $1.24B (-$40.4M)
3.8% less ownership
Funds ownership: 111.4% → 107.6% (-3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$6.15M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$2.49M |
| 3 |
T
TRUADVICE
Sarasota,
Florida
|
+$2.2M |
| 4 |
Rockefeller Capital Management
New York
|
+$1.16M |
| 5 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$825K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$44.3M |
| 2 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
-$43.3M |
| 3 |
HGWM
Horst & Graben Wealth Management
Portland,
Oregon
|
-$9.79M |
| 4 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$9.43M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$5.77M |
IWX Hedge Fund Activity: Q2 2021 in Review
91 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q2 2021, worth a combined $1.24B — down 3.1% from $1.28B a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new IWX positions and 3 closed out — a net gain of 13 holders — while 30 added to existing stakes and 26 trimmed.
The largest buyer was Truist Financial, adding an estimated $6.15M. The largest seller was Envestnet Asset Management, cutting an estimated $44.3M.
- 91 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q2 2021, up from 78 in Q1 2021.
- Funds reported $1.24B of iShares Russell Top 200 Value ETF stock for Q2 2021, down 3.1% quarter-over-quarter.
- 16 funds opened new iShares Russell Top 200 Value ETF positions in Q2 2021 and 3 closed out, a net change of +13 holders.
- The largest iShares Russell Top 200 Value ETF buyer in Q2 2021 was Truist Financial, an estimated $6.15M added.
- The largest iShares Russell Top 200 Value ETF seller in Q2 2021 was Envestnet Asset Management, an estimated $44.3M sold.
Based on aggregated 13F filings for Q2 2021.