iShares Russell Top 200 Value ETF
206 hedge funds and large institutions have $3.04B invested in iShares Russell Top 200 Value ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 67 reducing their positions, and 37 closing their positions.
1.9% more ownership
Funds ownership: 108.07% → 109.97% (+1.9%)
4% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 67
6% less funds holding
Funds holding: 218 → 206 (-12)
9% less capital invested
Capital invested by funds: $3.34B → $3.04B (-$302M)
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
22% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
+$119M |
| 2 |
SW
SVB Wealth
Boston,
Massachusetts
|
+$42.9M |
| 3 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
+$29.4M |
| 4 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$23.9M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$9.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$322M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$103M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$45.5M |
| 4 |
LPL Financial
San Diego,
California
|
-$43.9M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$24.2M |
IWX Hedge Fund Activity: Q2 2025 in Review
206 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q2 2025, worth a combined $3.04B — down 9.1% from $3.34B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of IWX and 29 opened new positions — a net loss of 8 holders — while 67 trimmed existing stakes and 64 added.
The largest buyer was TIAA Trust, National Association, adding an estimated $119M. The largest seller was Envestnet Asset Management, cutting an estimated $322M.
- 206 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q2 2025, down from 218 in Q1 2025.
- Funds reported $3.04B of iShares Russell Top 200 Value ETF stock for Q2 2025, down 9.1% quarter-over-quarter.
- 29 funds opened new iShares Russell Top 200 Value ETF positions in Q2 2025 and 37 closed out, a net change of -8 holders.
- The largest iShares Russell Top 200 Value ETF buyer in Q2 2025 was TIAA Trust, National Association, an estimated $119M added.
- The largest iShares Russell Top 200 Value ETF seller in Q2 2025 was Envestnet Asset Management, an estimated $322M sold.
Based on aggregated 13F filings for Q2 2025.