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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 %
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$1.06B +$124M +1,472,920 +13%
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$553M +$25M +297,060 +5%
FCBT
3
First Citizens Bank & Trust
North Carolina
$523M +$30.8M +365,856 +6%
AWM
4
AE Wealth Management
Kansas
$85.7M +$485K +5,763 +0.6%
Lido Advisors
5
Lido Advisors
California
$84.2M -$3.09M -36,690 -4%
SW
6
SVB Wealth
Massachusetts
$44.8M +$44.8M +532,559 New
RPSA
7
Richard P. Slaughter Associates
Texas
$42.9M +$7.75M +92,112 +22%
WSFS
8
Wilmington Savings Fund Society
Delaware
$39.7M +$4.22M +50,158 +12%
FCAM
9
First Citizens Asset Management
North Carolina
$39.2M -$1.77M -20,979 -4%
UBS Group
10
UBS Group
Switzerland
$25.5M +$87.5K +1,039 +0.3%
Ameriprise
11
Ameriprise
Minnesota
$25.1M -$4.8M -57,045 -16%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$23.1M +$1.8M +21,382 +8%
JF
13
JSF Financial
California
$21.6M +$221K +2,625 +1%
CWAG
14
Compton Wealth Advisory Group
Virginia
$20.9M +$104K +1,237 +0.5%
SCM
15
Sterling Capital Management
North Carolina
$20.1M +$27.3K +324 +0.1%
BMCM
16
Bryn Mawr Capital Management
Pennsylvania
$18.7M +$2.63M +31,227 +16%
Bank of America
17
Bank of America
North Carolina
$17.5M -$1.43M -16,945 -8%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$17.1M -$2.38M -28,248 -12%
WA
19
Waverly Advisors
Alabama
$17.1M -$99.2K -1,178 -0.6%
Truist Financial
20
Truist Financial
North Carolina
$15.7M -$56.2K -668 -0.4%
SW
21
Simplicity Wealth
New Jersey
$15.5M +$7.13M +84,639 +86%
Morgan Stanley
22
Morgan Stanley
New York
$15.3M -$932K -11,072 -6%
NA
23
NewEdge Advisors
Louisiana
$14.3M -$73.3K -871 -0.5%
KPWS
24
Kestra Private Wealth Services
Texas
$14.2M +$1.27M +15,045 +10%
LI
25
LifeWealth Investments
Florida
$13.5M +$2.5M +29,710 +23%
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