iShares Russell Top 200 Value ETF
218 hedge funds and large institutions have $3.34B invested in iShares Russell Top 200 Value ETF in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 73 increasing their positions, 49 reducing their positions, and 18 closing their positions.
194% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 18
49% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 49
33% more capital invested
Capital invested by funds: $2.52B → $3.34B (+$823M)
30% more funds holding in top 10
Funds holding in top 10: 10 → 13 (+3)
17% more funds holding
Funds holding: 186 → 218 (+32)
1.66% less ownership
Funds ownership: 109.73% → 108.07% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$332M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$103M |
| 3 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
+$68.3M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$45.6M |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$45.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$56.7M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$4.7M |
| 3 |
CAM
Concorde Asset Management
Ann Arbor,
Michigan
|
-$4.12M |
| 4 |
Morgan Stanley
New York
|
-$4.07M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.46M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PVI
226
Pine Valley Investments
Marlton,
New Jersey
| – | -$489K | -6,193 | Closed |
|
|
GVAG
227
Great Valley Advisor Group
Wilmington,
Delaware
| – | -$465K | -5,883 | Closed |
|
|
JWCA
228
J.W. Cole Advisors
Tampa,
Florida
| – | -$410K | -5,186 | Closed |
|
|
LWL
229
Leo Wealth LLC
Hurst,
Texas
| – | -$356K | -4,499 | Closed |
|
230
Citigroup
New York
| – | -$78.2K | -989 | Closed |
|
|
CAS
231
Coppell Advisory Solutions
Coppell,
Texas
| – | -$60.5K | -767 | Closed |
|
|
FIA
232
FPC Investment Advisory
Petaluma,
California
| – | -$42.1K | -506 | Closed |
|
|
CFGS
233
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$22.8K | -277 | Closed |
|
|
YP
234
YANKCOM Partnership
Yankton,
South Dakota
| – | -$6.24K | -79 | Closed |
|
|
AWM
235
Avior Wealth Management
Omaha,
Nebraska
| – | -$5.37K | -68 | Closed |
|
|
WPA
236
West Paces Advisors
Atlanta,
Georgia
| – | -$3.08K | -39 | Closed |
|
IWX Hedge Fund Activity: Q1 2025 in Review
218 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q1 2025, worth a combined $3.34B — up 33% from $2.52B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new IWX positions and 18 closed out — a net gain of 35 holders — while 73 added to existing stakes and 49 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $332M. The largest seller was SVB Wealth, exiting entirely with an estimated $56.7M sold.
- 218 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q1 2025, up from 186 in Q4 2024.
- Funds reported $3.34B of iShares Russell Top 200 Value ETF stock for Q1 2025, up 33% quarter-over-quarter.
- 53 funds opened new iShares Russell Top 200 Value ETF positions in Q1 2025 and 18 closed out, a net change of +35 holders.
- The largest iShares Russell Top 200 Value ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $332M added.
- The largest iShares Russell Top 200 Value ETF seller in Q1 2025 was SVB Wealth, an estimated $56.7M sold.
Based on aggregated 13F filings for Q1 2025.