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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 %
MW
101
MBL Wealth
North Carolina
$657K -$32.9K -400 -5%
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$632K +$110K +1,342 +21%
EH
103
Equitable Holdings
New York
$608K +$34.8K +424 +6%
IWM
104
Iams Wealth Management
Nebraska
$581K +$581K +7,064 New
OAS
105
Optivise Advisory Services
Tennessee
$577K +$577K +7,023 New
SW
106
SMART Wealth
Nebraska
$556K +$22.4K +273 +4%
CRI
107
Colonial River Investments
Virginia
$516K +$516K +6,280 New
FWM
108
FLP Wealth Management
Arkansas
$497K +$38.5K +468 +8%
KAS
109
Kestra Advisory Services
Texas
$494K +$494K +6,013 New
AWA
110
Arkadios Wealth Advisors
Georgia
$493K +$15.3K +186 +3%
AFG
111
Atomi Financial Group
New York
$483K +$483K +5,878 New
GG
112
GenWealth Group
New Jersey
$480K – – –
OIA
113
OneDigital Investment Advisors
Kansas
$474K +$15K +183 +3%
GT
114
Glenmede Trust
Pennsylvania
$447K – – –
1832 Asset Management
115
1832 Asset Management
Ontario, Canada
$446K – – –
BFG
116
Beacon Financial Group
Texas
$442K +$442K +5,376 New
HCA
117
Heck Capital Advisors
Wisconsin
$440K +$440K +5,359 New
CW
118
CreativeOne Wealth
Kansas
$435K +$166K +2,023 +62%
AWM
119
Axxcess Wealth Management
California
$426K +$426K +5,184 New
CA
120
Claro Advisors
Massachusetts
$423K +$423K +5,147 New
MCM
121
MAI Capital Management
Ohio
$419K -$1.07K -13 -0.3%
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$416K – – –
US Bancorp
123
US Bancorp
Minnesota
$414K +$337K +4,104 +438%
M&T Bank
124
M&T Bank
New York
$391K -$657K -8,000 -63%
SWA
125
Stratos Wealth Advisors
Ohio
$385K +$385K +4,682 New
3 4
5
6 7