IWX icon

iShares Russell Top 200 Value ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
KPWG
151
KFA Private Wealth Group
Virginia
$220K 2,613 -406 -13%
ACA
152
Anchor Capital Advisors
Massachusetts
$216K 2,570 -650 -20%
Financial Engines Advisors
153
Financial Engines Advisors
California
$213K 2,525
PFG
154
Pacific Financial Group
Washington
$208K 2,471 +9 +0.4%
Comerica Bank
155
Comerica Bank
Texas
$205K 2,439 +2,352 +2,703%
CA
156
Continuum Advisory
Idaho
$205K 2,436 -1,113 -31%
RFC
157
Regions Financial Corp
Alabama
$204K 2,418 +2,418 New
PIA
158
Perennial Investment Advisors
California
$203K 2,415 +2,415 New
BBA
159
BLB&B Advisors
Pennsylvania
$201K 2,387 +2,387 New
BTI
160
Blue Trust Inc
Georgia
$200K 2,377 +2,286 +2,512%
SIS
161
Sound Income Strategies
Florida
$170K 2,019 +130 +7%
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$164K 1,952
AF
163
Advisornet Financial
Minnesota
$158K 1,878 +398 +27%
CWM
164
Centricity Wealth Management
Ohio
$154K 1,830 +1,150 +169%
KFI
165
Key Financial Inc
Pennsylvania
$151K 1,795
GM
166
GeoWealth Management
Illinois
$133K 1,578 -517 -25%
OLVIG
167
Oliver Lagore Vanvalin Investment Group
Michigan
$131K 1,596 +1,596 New
CT
168
Colonial Trust
South Carolina
$121K 1,435 -1,197 -45%
Citigroup
169
Citigroup
New York
$113K 1,341 +1,341 New
FHA
170
First Horizon Advisors
Tennessee
$111K 1,318 +168 +15%
GWSG
171
GPS Wealth Strategies Group
Colorado
$99.1K 1,177
Qube Research & Technologies (QRT)
172
Qube Research & Technologies (QRT)
United Kingdom
$86.3K 1,025 +627 +158%
SC
173
SouthState Corp
Florida
$85.3K 1,013 -885 -47%
MPWT
174
MassMutual Private Wealth & Trust
Connecticut
$84.2K 1,000 -100 -9%
US Bancorp
175
US Bancorp
Minnesota
$76.9K 913 -4,127 -82%