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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

200 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, 60 increasing their positions, 69 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
-14
Holders Change %
-6.54%
% of All Funds
2.68%
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
60
Reduced
69
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$124M
2
SW
SVB Wealth
Massachusetts
+$44.8M
3
FCBT
First Citizens Bank & Trust
North Carolina
+$30.8M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$25M
5
Osaic Holdings
Osaic Holdings
Arizona
+$9.32M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$337M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$103M
3
LPL Financial
LPL Financial
California
-$45.9M
4
BCI
Brinker Capital Investments
Pennsylvania
-$45.5M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$25.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
101
Quantinno Capital Management
New York
$607K +$607K +7,209 New
SWA
102
Stratos Wealth Advisors
Ohio
$589K +$194K +2,309 +49%
SW
103
SMART Wealth
Nebraska
$567K -$2.95K -35 -0.5%
GWM
104
Gibbs Wealth Management
Georgia
$562K +$562K +6,677 New
AAS
105
Avantax Advisory Services
Texas
$557K -$162K -1,919 -22%
MW
106
MBL Wealth
North Carolina
$547K -$126K -1,500 -19%
OSAM
107
O'Shaughnessy Asset Management
Connecticut
$518K +$216K +2,568 +72%
AWA
108
Arkadios Wealth Advisors
Georgia
$514K +$8.59K +102 +2%
CWS
109
Confluence Wealth Services
Pennsylvania
$508K +$508K +6,029 New
FFA
110
Farther Finance Advisors
California
$497K +$497K +5,909 New
GG
111
GenWealth Group
New Jersey
$491K – – –
JWCA
112
J.W. Cole Advisors
Florida
$490K +$490K +5,819 New
Fisher Asset Management
113
Fisher Asset Management
Washington
$482K +$482K +5,720 New
OIA
114
OneDigital Investment Advisors
Kansas
$470K -$15.8K -188 -3%
1832 Asset Management
115
1832 Asset Management
Ontario, Canada
$457K – – –
GIM
116
Glenmede Investment Management
Pennsylvania
$450K +$450K +5,348 New
FA
117
FSA Advisors
Michigan
$449K +$137K +1,622 +44%
MCM
118
MAI Capital Management
Ohio
$430K – – –
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$427K – – –
M&T Bank
120
M&T Bank
New York
$400K – – –
ACA
121
Affinity Capital Advisors
California
$390K +$2.02K +24 +0.5%
OWA
122
One Wealth Advisors
California
$387K – – –
BBHC
123
Brown Brothers Harriman & Co
New York
$384K – – –
VPF
124
Vantage Point Financial
Illinois
$380K +$84 +1 +0%
RFG
125
REAP Financial Group
Texas
$376K -$2.86K -34 -0.8%
3 4
5
6 7