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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 %
CCM
201
Coldstream Capital Management
Washington
$21.5K +$21.5K +262 New
GWS
202
Greykasell Wealth Strategies
California
$16.7K +$16.7K +203 New
NMG
203
New Millennium Group
Utah
$16.1K -$3.95K -48 -20%
PS
204
Principal Securities
Iowa
$15.9K – – –
AF
205
Allworth Financial
California
$14.6K – – –
CAM
206
Creekmur Asset Management
Illinois
$13K -$82 -1 -0.6%
GSWM
207
Golden State Wealth Management
California
$8.47K – – –
BTI
208
Blue Trust Inc
Georgia
$7.48K – – –
Comerica Bank
209
Comerica Bank
Texas
$7.15K – – –
CFFP
210
Center for Financial Planning
Michigan
$6.82K +$6.82K +83 New
SPIA
211
Steward Partners Investment Advisory
New York
$6K +$6K +73 New
CIA
212
Cape Investment Advisory
Georgia
$3.7K +$3.7K +45 New
ACA
213
Aptus Capital Advisors
Alabama
$2.3K -$5.34K -65 -70%
CPG
214
Cornerstone Planning Group
New Jersey
$1.79K +$1.79K +23 New
SW
215
SVB Wealth
Massachusetts
– -$56.7M -717,934 Closed
CAM
216
Concorde Asset Management
Michigan
– -$4.12M -52,103 Closed
Citadel Advisors
217
Citadel Advisors
Florida
– -$2.58M -32,660 Closed
OC
218
Optima Capital
Oregon
– -$1.44M -18,243 Closed
SAI
219
Savvy Advisors Inc
New York
– -$1.03M -13,076 Closed
LTAS
220
Linden Thomas Advisory Services
North Carolina
– -$594K -7,518 Closed
CWA
221
Clarus Wealth Advisors
Arizona
– -$504K -6,360 Closed
GVAG
222
Great Valley Advisor Group
Delaware
– -$465K -5,883 Closed
JWCA
223
J.W. Cole Advisors
Florida
– -$410K -5,186 Closed
LWL
224
Leo Wealth LLC
Texas
– -$356K -4,499 Closed
Citigroup
225
Citigroup
New York
– -$78.2K -989 Closed
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