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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 %
VOYA Investment Management
51
VOYA Investment Management
Georgia
$3.17M +$2.04M +24,768 +179%
SWA
52
SOA Wealth Advisors
New York
$3.11M -$104K -1,266 -3%
OC
53
Oppenheimer & Co
New York
$2.99M -$65.2K -793 -2%
Mariner
54
Mariner
Kansas
$2.79M +$24.3K +296 +0.9%
FI
55
FWG Investments
Kentucky
$2.38M -$161K -1,954 -6%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$2.35M +$661K +8,046 +39%
GWM
57
Geneos Wealth Management
Colorado
$2.27M +$2.27M +27,681 New
GWMIA
58
Global Wealth Management Investment Advisory
Florida
$2.07M -$90.6K -1,103 -4%
CIAS
59
CFS Investment Advisory Services
New Jersey
$1.95M +$265K +3,220 +16%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$1.95M +$803K +9,769 +70%
PB
61
Prime Buchholz
New Hampshire
$1.87M – – –
GS
62
GTS Securities
New York
$1.77M +$1.77M +21,554 New
CCB
63
Country Club Bank
Missouri
$1.7M +$3.66K +45 +0.2%
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$1.65M +$22.4K +273 +1%
Q1WB
65
Quest 10 Wealth Builders
Virginia
$1.54M -$32.7K -398 -2%
WPW
66
Waldron Private Wealth
Pennsylvania
$1.42M – – –
Jane Street
67
Jane Street
New York
$1.36M +$1.36M +16,587 New
AWMNH
68
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.36M -$3.21K -39 -0.2%
FCP
69
Fidelis Capital Partners
Florida
$1.33M +$9.98K +127 +0.8%
PAG
70
Private Advisor Group
New Jersey
$1.29M +$1.29M +15,753 New
Osaic Holdings
71
Osaic Holdings
Arizona
$1.28M +$835K +10,158 +187%
Goldman Sachs
72
Goldman Sachs
New York
$1.26M – – –
SB
73
Strategic Blueprint
Georgia
$1.23M +$81.4K +991 +7%
VVP
74
Venture Visionary Partners
Ohio
$1.23M +$2.22K +27 +0.2%
FTWA
75
Fifth Third Wealth Advisors
Ohio
$1.22M +$1.22M +14,847 New
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3
4 5