iShares Russell Top 200 Value ETF
89 hedge funds and large institutions have $1.28B invested in iShares Russell Top 200 Value ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 10 closing their positions.
88% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 17
3% more capital invested
Capital invested by funds: $1.24B → $1.28B (+$34.8M)
0.6% more ownership
Funds ownership: 107.6% → 108.2% (+0.6%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 10
2% less funds holding
Funds holding: 91 → 89 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$34.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.3M |
| 3 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
+$10.5M |
| 4 |
Goldman Sachs
New York
|
+$5.49M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$4.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$14.1M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$2.85M |
| 3 |
T
TRUADVICE
Sarasota,
Florida
|
-$2.68M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.72M |
| 5 |
GWMIA
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
-$1.47M |
IWX Hedge Fund Activity: Q3 2021 in Review
89 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q3 2021, worth a combined $1.28B — up 2.8% from $1.24B a quarter earlier.
Fund positioning in IWX was balanced in Q3 2021: 10 funds opened new positions, 10 closed out, 32 added to existing stakes and 17 trimmed.
The largest buyer was TIAA FSB, adding an estimated $34.4M. The largest seller was AE Wealth Management, cutting an estimated $14.1M.
- 89 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q3 2021, down from 91 in Q2 2021.
- Funds reported $1.28B of iShares Russell Top 200 Value ETF stock for Q3 2021, up 2.8% quarter-over-quarter.
- 10 funds opened new iShares Russell Top 200 Value ETF positions in Q3 2021 and 10 closed out, a net change of 0 holders.
- The largest iShares Russell Top 200 Value ETF buyer in Q3 2021 was TIAA FSB, an estimated $34.4M added.
- The largest iShares Russell Top 200 Value ETF seller in Q3 2021 was AE Wealth Management, an estimated $14.1M sold.
Based on aggregated 13F filings for Q3 2021.