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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 %
FI
51
FWG Investments
Kentucky
$2.39M -$52.9K -628 -2%
ATPW
52
Ashton Thomas Private Wealth
Arizona
$2.17M +$2.17M +25,740 New
GWMIA
53
Global Wealth Management Investment Advisory
Florida
$2.05M -$72.2K -858 -3%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$1.96M -$449K -5,337 -19%
PB
55
Prime Buchholz
New Hampshire
$1.92M – – –
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$1.71M +$26.3K +312 +2%
CCB
57
Country Club Bank
Missouri
$1.68M -$70.7K -842 -4%
HighTower Advisors
58
HighTower Advisors
Illinois
$1.57M -$3.24M -38,448 -67%
CIAS
59
CFS Investment Advisory Services
New Jersey
$1.49M -$508K -6,035 -25%
Citadel Advisors
60
Citadel Advisors
Florida
$1.47M +$1.47M +17,510 New
FTWA
61
Fifth Third Wealth Advisors
Ohio
$1.47M +$222K +2,636 +18%
WPW
62
Waldron Private Wealth
Pennsylvania
$1.46M – – –
EWA
63
EP Wealth Advisors
California
$1.43M +$1.43M +17,005 New
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$1.39M +$66.4K +789 +5%
SB
65
Strategic Blueprint
Georgia
$1.37M +$106K +1,258 +8%
AWMNH
66
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.32M -$70.7K -840 -5%
FCP
67
Fidelis Capital Partners
Florida
$1.32M -$102K -1,210 -7%
Goldman Sachs
68
Goldman Sachs
New York
$1.31M +$24.4K +290 +2%
VVP
69
Venture Visionary Partners
Ohio
$1.26M +$3.03K +36 +0.2%
FIA
70
Foundations Investment Advisors
Arizona
$1.19M -$29.3K -348 -2%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$1.18M – – –
MCWS
72
McKinley Carter Wealth Services
West Virginia
$1.16M +$183K +2,169 +19%
HCA
73
Heck Capital Advisors
Wisconsin
$1.13M +$674K +8,007 +149%
Jones Financial Companies
74
Jones Financial Companies
Missouri
$1.11M +$223K +2,654 +25%
AFP
75
Ausdal Financial Partners
Iowa
$1.02M +$27.6K +328 +3%
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