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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 %
FIA
76
Foundations Investment Advisors
Arizona
$1.19M -$519K -6,316 -30%
KFS
77
Kelly Financial Services
Massachusetts
$1.17M +$1.17M +14,295 New
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$1.16M -$9.94K -121 -0.9%
CIBC Private Wealth Group
79
CIBC Private Wealth Group
Georgia
$1.15M +$334K +4,565 +41%
SAW
80
Signal Advisors Wealth
Michigan
$1.15M +$51.5K +627 +5%
AFP
81
Ausdal Financial Partners
Iowa
$965K -$62K -754 -6%
CAM
82
Cresset Asset Management
Illinois
$961K +$961K +11,690 New
MCWS
83
McKinley Carter Wealth Services
West Virginia
$957K -$127K -1,548 -12%
SF
84
Synovus Financial
Georgia
$876K +$143K +1,742 +20%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$866K +$43.7K +532 +5%
Jones Financial Companies
86
Jones Financial Companies
Missouri
$863K +$552K +6,783 +177%
Franklin Resources
87
Franklin Resources
California
$840K +$657K +7,995 +359%
DRP
88
Decker Retirement Planning
Utah
$779K +$141K +1,720 +22%
SAM
89
Smartleaf Asset Management
Massachusetts
$773K – – –
KBFS
90
Kohmann Bosshard Financial Services
Ohio
$772K – – –
T
91
Transce3nd
Texas
$763K +$113K +1,379 +17%
LRWM
92
Lord & Richards Wealth Management
Colorado
$732K -$78.4K -954 -10%
SCM
93
SCS Capital Management
Massachusetts
$727K +$727K +8,851 New
LAS
94
Lloyd Advisory Services
Georgia
$722K -$8.55K -104 -1%
PFS
95
Prospera Financial Services
Texas
$704K +$43.6K +530 +7%
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$703K -$112K -1,366 -14%
AAS
97
Avantax Advisory Services
Texas
$702K +$376K +4,577 +115%
VFG
98
Victory Financial Group
Texas
$695K +$2.47K +30 +0.4%
MAC
99
Mason & Associates (California)
California
$692K -$9.94K -121 -1%
CAG
100
Centerpoint Advisory Group
Kansas
$674K +$674K +8,205 New
2 3
4
5 6