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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 %
SW
101
SMART Wealth
Nebraska
$567K 6,729 -35 -0.5%
GWM
102
Gibbs Wealth Management
Georgia
$562K 6,677 +6,677 New
AAS
103
Avantax Advisory Services
Texas
$557K 6,621 -1,919 -22%
MW
104
MBL Wealth
North Carolina
$547K 6,500 -1,500 -19%
OSAM
105
O'Shaughnessy Asset Management
Connecticut
$518K 6,153 +2,568 +72%
AWA
106
Arkadios Wealth Advisors
Georgia
$514K 6,102 +102 +2%
CWS
107
Confluence Wealth Services
Pennsylvania
$508K 6,029 +6,029 New
FFA
108
Farther Finance Advisors
California
$497K 5,909 +5,909 New
GG
109
GenWealth Group
New Jersey
$491K 5,836 – –
JWCA
110
J.W. Cole Advisors
Florida
$490K 5,819 +5,819 New
Fisher Asset Management
111
Fisher Asset Management
Washington
$482K 5,720 +5,720 New
OIA
112
OneDigital Investment Advisors
Kansas
$470K 5,583 -188 -3%
1832 Asset Management
113
1832 Asset Management
Ontario, Canada
$457K 5,431 – –
GIM
114
Glenmede Investment Management
Pennsylvania
$450K 5,348 +5,348 New
FA
115
FSA Advisors
Michigan
$449K 5,331 +1,622 +44%
MCM
116
MAI Capital Management
Ohio
$430K 5,102 – –
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$427K 5,066 – –
M&T Bank
118
M&T Bank
New York
$400K 4,753 – –
ACA
119
Affinity Capital Advisors
California
$390K 4,628 +24 +0.5%
OWA
120
One Wealth Advisors
California
$387K 4,594 – –
BBHC
121
Brown Brothers Harriman & Co
New York
$384K 4,564 – –
VPF
122
Vantage Point Financial
Illinois
$380K 4,515 +1 +0%
RFG
123
REAP Financial Group
Texas
$376K 4,470 -34 -0.8%
PA
124
Parallel Advisors
California
$370K 4,398 – –
PA
125
Pineridge Advisors
Missouri
$358K 4,248 +83 +2%
3 4
5
6 7