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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 %
KFI
176
Key Financial Inc
Pennsylvania
$148K – – –
AF
177
Advisornet Financial
Minnesota
$122K +$122K +1,480 New
GWSG
178
GPS Wealth Strategies Group
Colorado
$96.7K – – –
SWM
179
Spire Wealth Management
Virginia
$96.4K +$96.4K +1,173 New
FHA
180
First Horizon Advisors
Tennessee
$94.5K -$78.3K -952 -45%
MPWT
181
MassMutual Private Wealth & Trust
Connecticut
$90.4K -$32.9K -400 -27%
S
182
SignatureFD
Georgia
$86.2K +$56.1K +683 +187%
BCMLT
183
Beacon Capital Management LLC (Tennessee)
Tennessee
$69.7K +$69.7K +848 New
PSFG
184
Park Square Financial Group
Georgia
$68K +$68K +828 New
CA
185
CoreCap Advisors
Michigan
$65.8K +$36.2K +440 +122%
AssetMark Inc
186
AssetMark Inc
California
$63.9K +$63.9K +778 New
BFPW
187
BOK Financial Private Wealth
Colorado
$61.2K – – –
RFS
188
Richardson Financial Services
Massachusetts
$58.7K +$58.7K +714 New
CWM
189
Centricity Wealth Management
Ohio
$55.9K – – –
HI
190
Harbour Investments
Wisconsin
$54.8K +$30.6K +372 +127%
PFBT
191
Parkside Financial Bank & Trust
Missouri
$51.9K +$51.9K +632 New
TRCT
192
Tower Research Capital (TRC)
New York
$45.1K +$45.1K +549 New
CAWM
193
Capital A Wealth Management
Pennsylvania
$44.9K -$15.1K -184 -25%
SWC
194
Spectrum Wealth Counsel
Indiana
$33.4K – – –
AIM
195
Anchor Investment Management
South Carolina
$32.9K – – –
Qube Research & Technologies (QRT)
196
Qube Research & Technologies (QRT)
United Kingdom
$32.7K +$24.8K +302 +315%
Bessemer Group
197
Bessemer Group
New Jersey
$29K – – –
DJSG
198
D.J. St. Germain
Massachusetts
$24.2K – – –
AC
199
AlphaCore Capital
California
$22.2K +$22.2K +270 New
CTWM
200
Cherry Tree Wealth Management
Minnesota
$21.9K – – –
6 7
8
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