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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 %
BlackRock
126
BlackRock
New York
$355K 4,214 – –
EW
127
Evoke Wealth
California
$349K 4,148 +4,148 New
MWM
128
Meridian Wealth Management
Kentucky
$323K 3,837 -132 -3%
AQR Capital Management
129
AQR Capital Management
Connecticut
$317K 3,768 – –
PCA
130
Pallas Capital Advisors
Massachusetts
$317K 3,768 – –
YWM
131
Yoder Wealth Management
California
$315K 3,741 – –
BA
132
Ballast Advisors
Minnesota
$304K 3,606 – –
FAIM
133
Financial Advocates Investment Management
Washington
$300K 3,564 +541 +18%
William Blair & Company
134
William Blair & Company
Illinois
$298K 3,543 -18 -0.5%
LWL
135
Leo Wealth LLC
Texas
$298K 3,534 +3,534 New
SWM
136
Silverlake Wealth Management
Vermont
$296K 3,519 -803 -19%
MWM
137
Maripau Wealth Management
Indiana
$296K 3,510 -97 -3%
CWP
138
Cyndeo Wealth Partners
Florida
$287K 3,411 -738 -18%
CW
139
CreativeOne Wealth
Kansas
$272K 3,232 -2,062 -39%
Janney Montgomery Scott
140
Janney Montgomery Scott
Pennsylvania
$272K 3,228 – –
SWP
141
Sagespring Wealth Partners
Tennessee
$265K 3,145 – –
DT
142
Diversified Trust
Tennessee
$264K 3,141 – –
Jane Street
143
Jane Street
New York
$263K 3,121 -13,466 -81%
ATC
144
Argent Trust Co
Tennessee
$262K 3,113 +3,113 New
KAS
145
Kestra Advisory Services
Texas
$255K 3,028 -2,985 -50%
PTC
146
Private Trust Company
Ohio
$254K 3,017 +1,197 +66%
WA
147
WBH Advisory
Maryland
$240K 2,854 -1,694 -37%
Focus Partners Wealth
148
Focus Partners Wealth
Massachusetts
$234K 2,785 +2,785 New
Cerity Partners
149
Cerity Partners
New York
$222K 2,641 – –
AWA
150
Alta Wealth Advisors
Massachusetts
$222K 2,632 +100 +4%
4 5
6
7 8