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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 %
PA
126
Parallel Advisors
California
$370K – – –
PA
127
Pineridge Advisors
Missouri
$358K +$6.99K +83 +2%
BlackRock
128
BlackRock
New York
$355K – – –
EW
129
Evoke Wealth
California
$349K +$349K +4,148 New
MWM
130
Meridian Wealth Management
Kentucky
$323K -$11.1K -132 -3%
AQR Capital Management
131
AQR Capital Management
Connecticut
$317K – – –
PCA
132
Pallas Capital Advisors
Massachusetts
$317K – – –
YWM
133
Yoder Wealth Management
California
$315K – – –
BA
134
Ballast Advisors
Minnesota
$304K – – –
FAIM
135
Financial Advocates Investment Management
Washington
$300K +$45.5K +541 +18%
William Blair & Company
136
William Blair & Company
Illinois
$298K -$1.52K -18 -0.5%
LWL
137
Leo Wealth LLC
Texas
$298K +$298K +3,534 New
SWM
138
Silverlake Wealth Management
Vermont
$296K -$67.6K -803 -19%
MWM
139
Maripau Wealth Management
Indiana
$296K -$8.17K -97 -3%
CWP
140
Cyndeo Wealth Partners
Florida
$287K -$62.1K -738 -18%
CW
141
CreativeOne Wealth
Kansas
$272K -$174K -2,062 -39%
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$272K – – –
SWP
143
Sagespring Wealth Partners
Tennessee
$265K – – –
DT
144
Diversified Trust
Tennessee
$264K – – –
Jane Street
145
Jane Street
New York
$263K -$1.13M -13,466 -81%
ATC
146
Argent Trust Co
Tennessee
$262K +$262K +3,113 New
KAS
147
Kestra Advisory Services
Texas
$255K -$251K -2,985 -50%
PTC
148
Private Trust Company
Ohio
$254K +$101K +1,197 +66%
WA
149
WBH Advisory
Maryland
$240K -$143K -1,694 -37%
Focus Partners Wealth
150
Focus Partners Wealth
Massachusetts
$234K +$234K +2,785 New
4 5
6
7 8