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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

200 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, 60 increasing their positions, 69 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
-14
Holders Change %
-6.54%
% of All Funds
2.68%
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
60
Reduced
69
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$124M
2
SW
SVB Wealth
Massachusetts
+$44.8M
3
FCBT
First Citizens Bank & Trust
North Carolina
+$30.8M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$25M
5
Osaic Holdings
Osaic Holdings
Arizona
+$9.32M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$337M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$103M
3
LPL Financial
LPL Financial
California
-$45.9M
4
BCI
Brinker Capital Investments
Pennsylvania
-$45.5M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$25.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HBS
26
Howard Bailey Securities
Indiana
$12.4M -$345K -4,100 -3%
Wells Fargo
27
Wells Fargo
California
$11.4M -$387K -4,598 -3%
Osaic Holdings
28
Osaic Holdings
Arizona
$10.6M +$9.32M +113,522 +729%
Raymond James Financial
29
Raymond James Financial
Florida
$10M +$1.39M +16,511 +16%
HGWM
30
Horst & Graben Wealth Management
Oregon
$9.93M -$124K -1,471 -1%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$8.39M -$439K -5,218 -5%
KFG
32
Kingdom Financial Group
Arizona
$7.32M -$5.63M -66,853 -43%
LPL Financial
33
LPL Financial
California
$6.69M -$45.9M -545,315 -87%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$6.69M -$337M -4,005,856 -98%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$6.33M +$405K +4,808 +7%
BOSSRA
36
B.O.S.S. Retirement Advisors
Utah
$5.73M -$209K -2,484 -4%
LAS
37
Legacy Advisory Services
Pennsylvania
$5.65M -$135K -1,609 -2%
GI
38
GLOBALT Investments
Georgia
$5.63M -$64.8K -770 -1%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$5.12M +$3.12M +37,111 +156%
LWANC
40
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.6M +$4.55M +382,674 +8,319%
CAG
41
Csenge Advisory Group
Florida
$4.57M -$9.5K -116 -0.2%
Mariner
42
Mariner
Kansas
$4.51M +$1.65M +19,651 +58%
MML Investors Services
43
MML Investors Services
Massachusetts
$4.34M -$5.56M -66,042 -56%
HIA
44
Harbor Investment Advisory
Maryland
$4.22M – – –
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$3.69M -$25.3M -300,846 -87%
OC
46
Oppenheimer & Co
New York
$3.16M +$97.2K +1,154 +3%
SWA
47
SOA Wealth Advisors
New York
$2.85M -$329K -3,911 -10%
IWC
48
Integrated Wealth Concepts
Massachusetts
$2.65M -$880K -10,452 -25%
Two Sigma Investments
49
Two Sigma Investments
New York
$2.61M +$2.61M +31,000 New
VOYA Investment Management
50
VOYA Investment Management
Georgia
$2.53M -$725K -8,614 -22%
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