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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 %
ATPW
51
Ashton Thomas Private Wealth
Arizona
$2.17M 25,740 +25,740 New
GWMIA
52
Global Wealth Management Investment Advisory
Florida
$2.05M 24,309 -858 -3%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$1.96M 23,223 -5,337 -19%
PB
54
Prime Buchholz
New Hampshire
$1.92M 22,780 – –
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$1.71M 20,338 +312 +2%
CCB
56
Country Club Bank
Missouri
$1.68M 19,996 -842 -4%
HighTower Advisors
57
HighTower Advisors
Illinois
$1.57M 18,694 -38,448 -67%
CIAS
58
CFS Investment Advisory Services
New Jersey
$1.49M 17,705 -6,035 -25%
Citadel Advisors
59
Citadel Advisors
Florida
$1.47M 17,510 +17,510 New
FTWA
60
Fifth Third Wealth Advisors
Ohio
$1.47M 17,483 +2,636 +18%
WPW
61
Waldron Private Wealth
Pennsylvania
$1.46M 17,308 – –
EWA
62
EP Wealth Advisors
California
$1.43M 17,005 +17,005 New
SB
63
Strategic Blueprint
Georgia
$1.37M 16,247 +1,258 +8%
AWMNH
64
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.32M 15,672 -840 -5%
FCP
65
Fidelis Capital Partners
Florida
$1.32M 15,678 -1,210 -7%
Goldman Sachs
66
Goldman Sachs
New York
$1.31M 15,584 +290 +2%
VVP
67
Venture Visionary Partners
Ohio
$1.26M 14,949 +36 +0.2%
FIA
68
Foundations Investment Advisors
Arizona
$1.19M 14,187 -348 -2%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$1.18M 14,061 – –
MCWS
70
McKinley Carter Wealth Services
West Virginia
$1.16M 13,809 +2,169 +19%
HCA
71
Heck Capital Advisors
Wisconsin
$1.13M 13,366 +8,007 +149%
Jones Financial Companies
72
Jones Financial Companies
Missouri
$1.11M 13,264 +2,654 +25%
AFP
73
Ausdal Financial Partners
Iowa
$1.02M 12,071 +328 +3%
PAG
74
Private Advisor Group
New Jersey
$1.01M 11,973 -3,780 -24%
CAM
75
Cresset Asset Management
Illinois
$943K 11,203 -487 -4%
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