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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
M&T Bank
126
M&T Bank
New York
$391K -$658K -8,000 -63%
SWA
127
Stratos Wealth Advisors
Ohio
$385K +$385K +4,682 New
AI
128
Atria Investments
North Carolina
$379K +$379K +4,609 New
LWANC
129
Laurel Wealth Advisors (North Carolina)
North Carolina
$378K – – –
OWA
130
One Wealth Advisors
California
$377K -$64.8K -788 -15%
BBHC
131
Brown Brothers Harriman & Co
New York
$375K – – –
WA
132
WBH Advisory
Maryland
$374K – – –
SWP
133
SIMA Wealth Partners
Virginia
$373K – – –
VPF
134
Vantage Point Financial
Illinois
$371K -$14.4K -175 -4%
RFG
135
REAP Financial Group
Texas
$370K -$183K -2,229 -33%
PA
136
Parallel Advisors
California
$361K +$354K +4,298 +4,298%
ACA
137
Affinity Capital Advisors
California
$356K +$106K +1,290 +39%
SWM
138
Silverlake Wealth Management
Vermont
$355K -$494 -6 -0.1%
BlackRock
139
BlackRock
New York
$346K – – –
PA
140
Pineridge Advisors
Missouri
$342K -$3.21K -39 -0.9%
CWP
141
Cyndeo Wealth Partners
Florida
$341K +$341K +4,149 New
MWM
142
Meridian Wealth Management
Kentucky
$326K +$494 +6 +0.2%
AQR Capital Management
143
AQR Capital Management
Connecticut
$310K – – –
PCA
144
Pallas Capital Advisors
Massachusetts
$310K – – –
YWM
145
Yoder Wealth Management
California
$307K – – –
FA
146
FSA Advisors
Michigan
$305K -$8.8K -107 -3%
MWM
147
Maripau Wealth Management
Indiana
$296K -$14.4K -175 -5%
BA
148
Ballast Advisors
Minnesota
$296K – – –
OSAM
149
O'Shaughnessy Asset Management
Connecticut
$295K +$36.4K +442 +14%
William Blair & Company
150
William Blair & Company
Illinois
$293K – – –
4 5
6
7 8

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.