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iShares Russell Top 200 Value ETF
IWX

218 hedge funds and large institutions have $3.34B invested in iShares Russell Top 200 Value ETF in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 73 increasing their positions, 49 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 18

49% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 49

33% more capital invested

Capital invested by funds: $2.52B → $3.34B (+$823M)

30% more funds holding in top 10

Funds holding in top 10: 10 → 13 (+3)

17% more funds holding

Funds holding: 186 → 218 (+32)

1.66% less ownership

Funds ownership: 109.73% → 108.07% (-1.7%)

Holders
218
Holders Change
+32
Holders Change %
+17.2%
% of All Funds
2.92%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.17%
New
53
Increased
73
Reduced
49
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
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
+$68.3M
4
BCI
Brinker Capital Investments
Pennsylvania
+$45.6M
5
OPS
Orion Portfolio Solutions
Nebraska
+$45.6M

Top Sellers

Rank Fund Capital Flow
1
SW
SVB Wealth
Massachusetts
-$56.7M
2
AWM
AE Wealth Management
Kansas
-$4.7M
3
CAM
Concorde Asset Management
Michigan
-$4.12M
4
Morgan Stanley
Morgan Stanley
New York
-$4.07M
5
Ameriprise
Ameriprise
Minnesota
-$3.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
51
Park Avenue Securities
New York
$3.41M +$3.41M +41,454 New
VOYA Investment Management
52
VOYA Investment Management
Georgia
$3.17M +$2.04M +24,768 +179%
SWA
53
SOA Wealth Advisors
New York
$3.11M -$104K -1,266 -3%
OC
54
Oppenheimer & Co
New York
$2.99M -$65.2K -793 -2%
Mariner
55
Mariner
Kansas
$2.79M +$24.4K +296 +0.9%
FI
56
FWG Investments
Kentucky
$2.38M -$161K -1,954 -6%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$2.35M +$662K +8,046 +39%
GWM
58
Geneos Wealth Management
Colorado
$2.27M +$2.28M +27,681 New
GWMIA
59
Global Wealth Management Investment Advisory
Florida
$2.07M -$90.7K -1,103 -4%
CIAS
60
CFS Investment Advisory Services
New Jersey
$1.95M +$265K +3,220 +16%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$1.95M +$804K +9,769 +70%
PB
62
Prime Buchholz
New Hampshire
$1.87M – – –
GS
63
GTS Securities
New York
$1.77M +$1.77M +21,554 New
CCB
64
Country Club Bank
Missouri
$1.7M +$3.7K +45 +0.2%
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$1.65M +$22.5K +273 +1%
Q1WB
66
Quest 10 Wealth Builders
Virginia
$1.54M -$32.7K -398 -2%
WPW
67
Waldron Private Wealth
Pennsylvania
$1.42M – – –
Jane Street
68
Jane Street
New York
$1.36M +$1.36M +16,587 New
AWMNH
69
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.36M -$3.21K -39 -0.2%
FCP
70
Fidelis Capital Partners
Florida
$1.33M +$10.4K +127 +0.8%
PAG
71
Private Advisor Group
New Jersey
$1.29M +$1.3M +15,753 New
Osaic Holdings
72
Osaic Holdings
Arizona
$1.28M +$836K +10,158 +187%
Goldman Sachs
73
Goldman Sachs
New York
$1.26M – – –
SB
74
Strategic Blueprint
Georgia
$1.23M +$81.5K +991 +7%
VVP
75
Venture Visionary Partners
Ohio
$1.23M +$2.22K +27 +0.2%
1 2
3
4 5

IWX Hedge Fund Activity: Q1 2025 in Review

218 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q1 2025, worth a combined $3.34B — up 33% from $2.52B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new IWX positions and 18 closed out — a net gain of 35 holders — while 73 added to existing stakes and 49 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $332M. The largest seller was SVB Wealth, exiting entirely with an estimated $56.7M sold.

  • 218 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q1 2025, up from 186 in Q4 2024.
  • Funds reported $3.34B of iShares Russell Top 200 Value ETF stock for Q1 2025, up 33% quarter-over-quarter.
  • 53 funds opened new iShares Russell Top 200 Value ETF positions in Q1 2025 and 18 closed out, a net change of +35 holders.
  • The largest iShares Russell Top 200 Value ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $332M added.
  • The largest iShares Russell Top 200 Value ETF seller in Q1 2025 was SVB Wealth, an estimated $56.7M sold.

Based on aggregated 13F filings for Q1 2025.