IWX icon

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 %
MPWT
176
MassMutual Private Wealth & Trust
Connecticut
$84.2K -$8.42K -100 -9%
US Bancorp
177
US Bancorp
Minnesota
$76.9K -$347K -4,127 -82%
BCMLT
178
Beacon Capital Management LLC (Tennessee)
Tennessee
$71.4K – – –
TRCT
179
Tower Research Capital (TRC)
New York
$65.7K +$19.4K +231 +42%
BFPW
180
BOK Financial Private Wealth
Colorado
$62.7K – – –
GRP
181
Global Retirement Partners
California
$56.5K +$56.5K +671 New
PFBT
182
Parkside Financial Bank & Trust
Missouri
$53.2K – – –
HI
183
Harbour Investments
Wisconsin
$34.5K -$21.5K -256 -38%
AIM
184
Anchor Investment Management
South Carolina
$33.7K – – –
S
185
SignatureFD
Georgia
$30.8K -$57.5K -683 -65%
DJSG
186
D.J. St. Germain
Massachusetts
$24.8K – – –
AC
187
AlphaCore Capital
California
$22.7K – – –
CTWM
188
Cherry Tree Wealth Management
Minnesota
$22.5K – – –
GWS
189
Greykasell Wealth Strategies
California
$17.1K – – –
AF
190
Allworth Financial
California
$15.7K – – –
CA
191
CoreCap Advisors
Michigan
$15.3K -$52.1K -619 -77%
AAS
192
Ameritas Advisory Services
Nebraska
$14.6K +$14.6K +174 New
GSWM
193
Golden State Wealth Management
California
$8.67K – – –
CT
194
Clearstead Trust
Maine
$8.67K +$8.67K +103 New
PS
195
Principal Securities
Iowa
$8.08K -$8.84K -105 -52%
NMG
196
New Millennium Group
Utah
$8K -$8.5K -101 -52%
SPIA
197
Steward Partners Investment Advisory
New York
$6.15K – – –
ACA
198
Aptus Capital Advisors
Alabama
$4.9K +$2.53K +30 +107%
TCOT
199
Trust Company of Toledo
Ohio
$4.04K +$4.04K +48 New
CAM
200
Creekmur Asset Management
Illinois
$69 -$10.8K -157 -99%
6 7
8
9 10