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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

214 hedge funds and large institutions have $3.31B invested in iShares Russell Top 200 Value ETF in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 70 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+32
Holders Change %
+17.58%
% of All Funds
2.91%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.18%
New
54
Increased
70
Reduced
50
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$332M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$103M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$68.2M
4
BCI
Brinker Capital Investments
Pennsylvania
+$45.5M
5
OPS
Orion Portfolio Solutions
Nebraska
+$45.5M

Top Sellers

1
SW
SVB Wealth
Massachusetts
-$56.7M
2
AWM
AE Wealth Management
Kansas
-$4.69M
3
CAM
Concorde Asset Management
Michigan
-$4.12M
4
Morgan Stanley
Morgan Stanley
New York
-$4.06M
5
Ameriprise
Ameriprise
Minnesota
-$3.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$15.4M -$2.54M -30,922 -14%
NA
27
NewEdge Advisors
Louisiana
$14M -$626K -7,613 -4%
KFG
28
Kingdom Financial Group
Arizona
$12.6M -$748K -9,096 -6%
KPWS
29
Kestra Private Wealth Services
Texas
$12.6M +$386K +4,695 +3%
HBS
30
Howard Bailey Securities
Indiana
$12.4M -$648K -7,882 -5%
Wells Fargo
31
Wells Fargo
California
$11.6M +$509K +6,199 +5%
LI
32
LifeWealth Investments
Florida
$10.7M +$4.6M +55,933 +75%
HGWM
33
Horst & Graben Wealth Management
Oregon
$9.82M -$696K -8,464 -7%
MML Investors Services
34
MML Investors Services
Massachusetts
$9.66M +$4.58M +55,730 +90%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$8.62M -$213K -2,591 -2%
Raymond James Financial
36
Raymond James Financial
Florida
$8.42M +$30.2K +368 +0.4%
SW
37
Simplicity Wealth
New Jersey
$8.13M +$7.15M +87,020 +729%
BOSSRA
38
B.O.S.S. Retirement Advisors
Utah
$5.8M -$426K -5,187 -7%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$5.78M +$355K +4,324 +7%
SWM
40
SigFig Wealth Management
California
$5.71M +$5.71M +70,194 New
LAS
41
Legacy Advisory Services
Pennsylvania
$5.65M +$5.65M +68,771 New
GI
42
GLOBALT Investments
Georgia
$5.56M -$41.4K -504 -0.7%
VW
43
Veridan Wealth
Oregon
$5.52M +$887K +10,792 +19%
HighTower Advisors
44
HighTower Advisors
Illinois
$4.7M +$3.35M +40,764 +249%
CWA
45
Centennial Wealth Advisory
Michigan
$4.49M +$4.49M +54,691 New
AWS
46
Atria Wealth Solutions
New York
$4.32M +$4.32M +52,537 New
CAG
47
Csenge Advisory Group
Florida
$4.31M +$35.4K +460 +0.8%
HIA
48
Harbor Investment Advisory
Maryland
$4.12M +$82 +1 +0%
IWC
49
Integrated Wealth Concepts
Massachusetts
$3.45M +$124K +1,514 +4%
PAS
50
Park Avenue Securities
New York
$3.41M +$3.41M +41,454 New
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