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iShares Russell Top 200 Value ETF
IWX

218 hedge funds and large institutions have $3.34B invested in iShares Russell Top 200 Value ETF in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 73 increasing their positions, 49 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 18

49% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 49

33% more capital invested

Capital invested by funds: $2.52B → $3.34B (+$823M)

30% more funds holding in top 10

Funds holding in top 10: 10 → 13 (+3)

17% more funds holding

Funds holding: 186 → 218 (+32)

1.66% less ownership

Funds ownership: 109.73% → 108.07% (-1.7%)

Holders
218
Holders Change
+32
Holders Change %
+17.2%
% of All Funds
2.92%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.17%
New
53
Increased
73
Reduced
49
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
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
+$68.3M
4
BCI
Brinker Capital Investments
Pennsylvania
+$45.6M
5
OPS
Orion Portfolio Solutions
Nebraska
+$45.6M

Top Sellers

Rank Fund Capital Flow
1
SW
SVB Wealth
Massachusetts
-$56.7M
2
AWM
AE Wealth Management
Kansas
-$4.7M
3
CAM
Concorde Asset Management
Michigan
-$4.12M
4
Morgan Stanley
Morgan Stanley
New York
-$4.07M
5
Ameriprise
Ameriprise
Minnesota
-$3.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAC
101
Mason & Associates (California)
California
$692K -$9.96K -121 -1%
CAG
102
Centerpoint Advisory Group
Kansas
$674K +$675K +8,205 New
MW
103
MBL Wealth
North Carolina
$657K -$32.9K -400 -5%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$632K +$110K +1,342 +21%
EH
105
Equitable Holdings
New York
$608K +$34.9K +424 +6%
IWM
106
Iams Wealth Management
Nebraska
$581K +$581K +7,064 New
OAS
107
Optivise Advisory Services
Tennessee
$577K +$578K +7,023 New
SW
108
SMART Wealth
Nebraska
$556K +$22.5K +273 +4%
CRI
109
Colonial River Investments
Virginia
$516K +$517K +6,280 New
FWM
110
FLP Wealth Management
Arkansas
$497K +$38.5K +468 +8%
KAS
111
Kestra Advisory Services
Texas
$494K +$495K +6,013 New
AWA
112
Arkadios Wealth Advisors
Georgia
$493K +$15.3K +186 +3%
AFG
113
Atomi Financial Group
New York
$483K +$484K +5,878 New
GG
114
GenWealth Group
New Jersey
$480K – – –
OIA
115
OneDigital Investment Advisors
Kansas
$474K +$15.1K +183 +3%
GT
116
Glenmede Trust
Pennsylvania
$447K – – –
1832 Asset Management
117
1832 Asset Management
Ontario, Canada
$446K – – –
BFG
118
Beacon Financial Group
Texas
$442K +$442K +5,376 New
HCA
119
Heck Capital Advisors
Wisconsin
$440K +$441K +5,359 New
CW
120
CreativeOne Wealth
Kansas
$435K +$166K +2,023 +62%
AWM
121
Axxcess Wealth Management
California
$426K +$426K +5,184 New
CA
122
Claro Advisors
Massachusetts
$423K +$423K +5,147 New
MCM
123
MAI Capital Management
Ohio
$419K -$1.07K -13 -0.3%
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$416K – – –
US Bancorp
125
US Bancorp
Minnesota
$414K +$338K +4,104 +438%
3 4
5
6 7

IWX Hedge Fund Activity: Q1 2025 in Review

218 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q1 2025, worth a combined $3.34B — up 33% from $2.52B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new IWX positions and 18 closed out — a net gain of 35 holders — while 73 added to existing stakes and 49 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $332M. The largest seller was SVB Wealth, exiting entirely with an estimated $56.7M sold.

  • 218 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q1 2025, up from 186 in Q4 2024.
  • Funds reported $3.34B of iShares Russell Top 200 Value ETF stock for Q1 2025, up 33% quarter-over-quarter.
  • 53 funds opened new iShares Russell Top 200 Value ETF positions in Q1 2025 and 18 closed out, a net change of +35 holders.
  • The largest iShares Russell Top 200 Value ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $332M added.
  • The largest iShares Russell Top 200 Value ETF seller in Q1 2025 was SVB Wealth, an estimated $56.7M sold.

Based on aggregated 13F filings for Q1 2025.