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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 %
CCMG
201
Clark Capital Management Group
Pennsylvania
– -$103M -1,250,520 Closed
BCI
202
Brinker Capital Investments
Pennsylvania
– -$45.5M -553,731 Closed
SWM
203
SigFig Wealth Management
California
– -$5.71M -70,194 Closed
CWA
204
Centennial Wealth Advisory
Michigan
– -$4.49M -54,691 Closed
AWS
205
Atria Wealth Solutions
New York
– -$4.32M -52,537 Closed
PAS
206
Park Avenue Securities
New York
– -$3.41M -41,454 Closed
GWM
207
Geneos Wealth Management
Colorado
– -$2.27M -27,681 Closed
GS
208
GTS Securities
New York
– -$1.77M -21,554 Closed
KFS
209
Kelly Financial Services
Massachusetts
– -$1.17M -14,295 Closed
LRWM
210
Lord & Richards Wealth Management
Colorado
– -$732K -8,908 Closed
IWM
211
Iams Wealth Management
Nebraska
– -$581K -7,064 Closed
OAS
212
Optivise Advisory Services
Tennessee
– -$577K -7,023 Closed
CRI
213
Colonial River Investments
Virginia
– -$516K -6,280 Closed
AFG
214
Atomi Financial Group
New York
– -$483K -5,878 Closed
BFG
215
Beacon Financial Group
Texas
– -$442K -5,376 Closed
AWM
216
Axxcess Wealth Management
California
– -$426K -5,184 Closed
AI
217
Atria Investments
North Carolina
– -$379K -4,609 Closed
BFA
218
Beaumont Financial Advisors
Massachusetts
– -$269K -3,271 Closed
SPC
219
Sigma Planning Corp
Michigan
– -$262K -3,194 Closed
WIA
220
World Investment Advisors
California
– -$259K -3,153 Closed
Creative Planning
221
Creative Planning
Kansas
– -$256K -3,120 Closed
TC
222
TownSquare Capital
Utah
– -$243K -2,961 Closed
MOS
223
MGO One Seven
Ohio
– -$235K -2,854 Closed
LIA
224
LifePlan Investment Advisors
North Carolina
– -$234K -2,852 Closed
VCM
225
Virtue Capital Management
Tennessee
– -$216K -2,622 Closed
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