IWX icon

iShares Russell Top 200 Value ETF

252 hedge funds and large institutions have $3.69B invested in iShares Russell Top 200 Value ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 78 increasing their positions, 85 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
26
Sterling Capital Management
North Carolina
$21.9M
LI
27
LifeWealth Investments
Florida
$21.2M
WA
28
Waverly Advisors
Alabama
$19.5M
Raymond James Financial
29
Raymond James Financial
Florida
$18.5M
Morgan Stanley
30
Morgan Stanley
New York
$18.1M
HBS
31
Howard Bailey Securities
Indiana
$17.7M
PS
32
Principal Securities
Iowa
$17M
KPWS
33
Kestra Private Wealth Services
Texas
$16.9M
PAG
34
Private Advisor Group
New Jersey
$16.9M
SA
35
Sanctuary Advisors
Indiana
$15.2M
Goldman Sachs
36
Goldman Sachs
New York
$14.4M
Truist Financial
37
Truist Financial
North Carolina
$13.6M
AWA
38
Arkadios Wealth Advisors
Georgia
$13.6M
HGWM
39
Horst & Graben Wealth Management
Oregon
$12.9M
Wells Fargo
40
Wells Fargo
California
$12.5M
OCM
41
One Capital Management
California
$12.4M
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$11.1M
SW
43
Simplicity Wealth
New Jersey
$10M
MML Investors Services
44
MML Investors Services
Massachusetts
$9.98M
Osaic Holdings
45
Osaic Holdings
Arizona
$9.33M
KCM
46
Key Capital Management
Tennessee
$8.55M
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$8.01M
VW
48
Veridan Wealth
Oregon
$6.24M
GI
49
GLOBALT Investments
Georgia
$5.9M
LAS
50
Legacy Advisory Services
Pennsylvania
$5.83M