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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 %
AI
126
Atria Investments
North Carolina
$379K +$379K +4,609 New
LWANC
127
Laurel Wealth Advisors (North Carolina)
North Carolina
$378K – – –
OWA
128
One Wealth Advisors
California
$377K -$64.8K -788 -15%
BBHC
129
Brown Brothers Harriman & Co
New York
$375K – – –
WA
130
WBH Advisory
Maryland
$374K – – –
VPF
131
Vantage Point Financial
Illinois
$371K -$14.4K -175 -4%
RFG
132
REAP Financial Group
Texas
$370K -$183K -2,229 -33%
PA
133
Parallel Advisors
California
$361K +$353K +4,298 +4,298%
ACA
134
Affinity Capital Advisors
California
$356K +$99.7K +1,290 +39%
SWM
135
Silverlake Wealth Management
Vermont
$355K -$493 -6 -0.1%
BlackRock
136
BlackRock
New York
$346K – – –
PA
137
Pineridge Advisors
Missouri
$342K -$3.21K -39 -0.9%
CWP
138
Cyndeo Wealth Partners
Florida
$341K +$341K +4,149 New
MWM
139
Meridian Wealth Management
Kentucky
$326K +$493 +6 +0.2%
AQR Capital Management
140
AQR Capital Management
Connecticut
$310K – – –
PCA
141
Pallas Capital Advisors
Massachusetts
$310K – – –
YWM
142
Yoder Wealth Management
California
$307K – – –
FA
143
FSA Advisors
Michigan
$305K -$8.79K -107 -3%
MWM
144
Maripau Wealth Management
Indiana
$296K -$14.4K -175 -5%
BA
145
Ballast Advisors
Minnesota
$296K – – –
OSAM
146
O'Shaughnessy Asset Management
Connecticut
$295K +$36.3K +442 +14%
William Blair & Company
147
William Blair & Company
Illinois
$293K – – –
CA
148
Continuum Advisory
Idaho
$292K +$35.3K +429 +14%
Stifel Financial
149
Stifel Financial
Missouri
$273K +$273K +3,323 New
BFA
150
Beaumont Financial Advisors
Massachusetts
$269K -$22.3K -271 -8%
4 5
6
7 8