IWX icon

iShares Russell Top 200 Value ETF

240 hedge funds and large institutions have $4.29B invested in iShares Russell Top 200 Value ETF in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 87 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
201
Advisornet Financial
Minnesota
$136K
CT
202
Colonial Trust
South Carolina
$132K
KFI
203
Key Financial Inc
Pennsylvania
$128K
Citigroup
204
Citigroup
New York
$121K
SEP
205
Signature Equity Partners
Ohio
$116K
UBS AM
206
UBS AM
Illinois
$109K
EI
207
EFG International
$102K
JWA
208
JFS Wealth Advisors
Pennsylvania
$98.9K
SIS
209
Sound Income Strategies
Florida
$95.8K
CA
210
CoreCap Advisors
Michigan
$94.8K
EWA
211
EverSource Wealth Advisors
Alabama
$94.2K
SC
212
SouthState Corp
Florida
$93.1K
MPWT
213
MassMutual Private Wealth & Trust
Connecticut
$91.9K
HI
214
Harbour Investments
Wisconsin
$76.2K
BFPW
215
BOK Financial Private Wealth
Colorado
$68.4K
PFBT
216
Parkside Financial Bank & Trust
Missouri
$58.1K
RFS
217
Richardson Financial Services
Massachusetts
$48.7K
AIM
218
Anchor Investment Management
South Carolina
$45.9K
Qube Research & Technologies (QRT)
219
Qube Research & Technologies (QRT)
United Kingdom
$45.2K
FHC
220
First Horizon Corporation
Tennessee
$38.7K
DJSG
221
D.J. St. Germain
Massachusetts
$27K
AC
222
AlphaCore Capital
California
$24.8K
CPG
223
Cornerstone Planning Group
New Jersey
$24.6K
CTWM
224
Cherry Tree Wealth Management
Minnesota
$24.5K
GWS
225
Greykasell Wealth Strategies
California
$18.6K