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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

198 hedge funds and large institutions have $3B invested in iShares Russell Top 200 Value ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 58 increasing their positions, 69 reducing their positions, and 36 closing their positions.

Holders
198
Holders Change
-16
Holders Change %
-7.48%
% of All Funds
2.66%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.15%
New
29
Increased
58
Reduced
69
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$1.06B
2
SW
2
SVB Wealth
Massachusetts
$44.8M
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$523M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$553M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$10.6M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.69M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
LPL Financial
3
LPL Financial
California
$6.69M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$0
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$3.69M
Name Market Value Shares Shares
Change 		Shares
Change %
HBS
26
Howard Bailey Securities
Indiana
$12.4M 146,932 -4,100 -3%
Wells Fargo
27
Wells Fargo
California
$11.4M 135,957 -4,598 -3%
Osaic Holdings
28
Osaic Holdings
Arizona
$10.6M 129,100 +113,522 +729%
Raymond James Financial
29
Raymond James Financial
Florida
$10M 118,934 +16,511 +16%
HGWM
30
Horst & Graben Wealth Management
Oregon
$9.93M 117,978 -1,471 -1%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$8.39M 99,635 -5,218 -5%
KFG
32
Kingdom Financial Group
Arizona
$7.32M 86,942 -66,853 -43%
LPL Financial
33
LPL Financial
California
$6.69M 79,514 -545,315 -87%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$6.69M 79,489 -4,005,856 -98%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$6.33M 75,178 +4,808 +7%
BOSSRA
36
B.O.S.S. Retirement Advisors
Utah
$5.73M 68,075 -2,484 -4%
LAS
37
Legacy Advisory Services
Pennsylvania
$5.65M 67,162 -1,609 -2%
GI
38
GLOBALT Investments
Georgia
$5.63M 66,882 -770 -1%
LWANC
39
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.6M 387,274 +382,674 +8,319%
CAG
40
Csenge Advisory Group
Florida
$4.57M 55,778 -116 -0.2%
Mariner
41
Mariner
Kansas
$4.51M 53,597 +19,651 +58%
MML Investors Services
42
MML Investors Services
Massachusetts
$4.34M 51,556 -66,042 -56%
HIA
43
Harbor Investment Advisory
Maryland
$4.22M 50,180 – –
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$3.69M 43,862 -300,846 -87%
OC
45
Oppenheimer & Co
New York
$3.16M 37,525 +1,154 +3%
SWA
46
SOA Wealth Advisors
New York
$2.85M 33,872 -3,911 -10%
IWC
47
Integrated Wealth Concepts
Massachusetts
$2.65M 31,504 -10,452 -25%
Two Sigma Investments
48
Two Sigma Investments
New York
$2.61M 31,000 +31,000 New
VOYA Investment Management
49
VOYA Investment Management
Georgia
$2.53M 29,994 -8,614 -22%
FI
50
FWG Investments
Kentucky
$2.39M 28,360 -628 -2%
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