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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 %
SF
76
Synovus Financial
Georgia
$914K 10,855 +189 +2%
PFS
77
Prospera Financial Services
Texas
$889K 10,564 +2,002 +23%
CAG
78
Centerpoint Advisory Group
Kansas
$874K 10,384 +2,179 +27%
Stifel Financial
79
Stifel Financial
Missouri
$868K 10,311 +6,988 +210%
T
80
Transce3nd
Texas
$863K 10,246 +966 +10%
Franklin Resources
81
Franklin Resources
California
$860K 10,220 – –
SAW
82
Signal Advisors Wealth
Michigan
$855K 10,151 -3,829 -27%
Renaissance Technologies
83
Renaissance Technologies
New York
$825K 9,800 +9,800 New
BCM
84
Brookstone Capital Management
Illinois
$819K 9,733 +9,733 New
Fidelity Investments
85
Fidelity Investments
Massachusetts
$796K 9,457 -1,077 -10%
KBFS
86
Kohmann Bosshard Financial Services
Ohio
$791K 9,398 – –
DRP
87
Decker Retirement Planning
Utah
$787K 9,353 -130 -1%
LAS
88
Lloyd Advisory Services
Georgia
$746K 8,859 +68 +0.8%
SCM
89
SCS Capital Management
Massachusetts
$745K 8,851 – –
SAM
90
Smartleaf Asset Management
Massachusetts
$714K 8,511 -989 -10%
VFG
91
Victory Financial Group
Texas
$712K 8,457 – –
MAC
92
Mason & Associates (California)
California
$709K 8,420 – –
CA
93
Claro Advisors
Massachusetts
$706K 8,388 +3,241 +63%
EH
94
Equitable Holdings
New York
$697K 8,279 +882 +12%
HF
95
HRT Financial
New York
$666K 7,922 +7,922 New
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$648K 7,691 – –
MFG
97
Merit Financial Group
Georgia
$644K 7,652 +7,652 New
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$642K 7,620 -935 -11%
QCM
99
Quantinno Capital Management
New York
$607K 7,209 +7,209 New
SWA
100
Stratos Wealth Advisors
Ohio
$589K 6,991 +2,309 +49%
2 3
4
5 6