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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

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
–

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$1.06B
2
SW
2
SVB Wealth
Massachusetts
$44.8M
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$523M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$553M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$10.6M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.69M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
LPL Financial
3
LPL Financial
California
$6.69M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$0
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$3.69M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
201
SigFig Wealth Management
California
– – -70,194 Closed
CWA
202
Centennial Wealth Advisory
Michigan
– – -54,691 Closed
AWS
203
Atria Wealth Solutions
New York
– – -52,537 Closed
PAS
204
Park Avenue Securities
New York
– – -41,454 Closed
GWM
205
Geneos Wealth Management
Colorado
– – -27,681 Closed
GS
206
GTS Securities
New York
– – -21,554 Closed
KFS
207
Kelly Financial Services
Massachusetts
– – -14,295 Closed
LRWM
208
Lord & Richards Wealth Management
Colorado
– – -8,908 Closed
IWM
209
Iams Wealth Management
Nebraska
– – -7,064 Closed
OAS
210
Optivise Advisory Services
Tennessee
– – -7,023 Closed
CRI
211
Colonial River Investments
Virginia
– – -6,280 Closed
AFG
212
Atomi Financial Group
New York
– – -5,878 Closed
BFG
213
Beacon Financial Group
Texas
– – -5,376 Closed
AWM
214
Axxcess Wealth Management
California
– – -5,184 Closed
AI
215
Atria Investments
North Carolina
– – -4,609 Closed
BFA
216
Beaumont Financial Advisors
Massachusetts
– – -3,271 Closed
SPC
217
Sigma Planning Corp
Michigan
– – -3,194 Closed
WIA
218
World Investment Advisors
California
– – -3,153 Closed
Creative Planning
219
Creative Planning
Kansas
– – -3,120 Closed
TC
220
TownSquare Capital
Utah
– – -2,961 Closed
MOS
221
MGO One Seven
Ohio
– – -2,854 Closed
LIA
222
LifePlan Investment Advisors
North Carolina
– – -2,852 Closed
VCM
223
Virtue Capital Management
Tennessee
– – -2,622 Closed
LSA
224
Lion Street Advisors
Texas
– – -2,607 Closed
MAV
225
Mason & Associates (Virginia)
Virginia
– – -2,548 Closed
6 7 8
9
10