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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 %
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$917M +$68.2M +830,075 +8%
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$515M +$8.49M +103,328 +2%
FCBT
3
First Citizens Bank & Trust
North Carolina
$480M +$5.86M +71,367 +1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$336M +$332M +4,039,920 +8,894%
CCMG
5
Clark Capital Management Group
Pennsylvania
$103M +$103M +1,250,520 New
Lido Advisors
6
Lido Advisors
California
$85.2M +$6.59M +80,175 +8%
AWM
7
AE Wealth Management
Kansas
$83.1M -$4.69M -57,108 -5%
LPL Financial
8
LPL Financial
California
$51.3M +$44.7M +543,939 +672%
BCI
9
Brinker Capital Investments
Pennsylvania
$45.5M +$45.5M +553,731 New
OPS
10
Orion Portfolio Solutions
Nebraska
$45.5M +$45.5M +553,731 New
FCAM
11
First Citizens Asset Management
North Carolina
$40M +$118K +1,430 +0.3%
WSFS
12
Wilmington Savings Fund Society
Delaware
$34.6M +$2.39M +29,087 +7%
RPSA
13
Richard P. Slaughter Associates
Texas
$34.3M +$26.7M +325,201 +354%
Ameriprise
14
Ameriprise
Minnesota
$29.2M -$3.46M -42,083 -11%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$28.3M +$22.8M +277,022 +409%
UBS Group
16
UBS Group
Switzerland
$24.8M -$572K -6,956 -2%
JF
17
JSF Financial
California
$20.9M +$19.9M +242,645 +2,082%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$20.8M +$2.26M +27,556 +12%
CWAG
19
Compton Wealth Advisory Group
Virginia
$20.3M -$62.3K -758 -0.3%
SCM
20
Sterling Capital Management
North Carolina
$19.6M -$724K -8,814 -4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$19.1M +$345K +4,195 +2%
Bank of America
22
Bank of America
North Carolina
$18.5M +$238K +2,902 +1%
WA
23
Waverly Advisors
Alabama
$16.8M +$210K +2,555 +1%
Morgan Stanley
24
Morgan Stanley
New York
$15.8M -$4.06M -49,436 -20%
BMCM
25
Bryn Mawr Capital Management
Pennsylvania
$15.6M +$1.87M +22,747 +14%
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