iShares Russell Top 200 Value ETF
212 hedge funds and large institutions have $3.08B invested in iShares Russell Top 200 Value ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 69 reducing their positions, and 13 closing their positions.
85% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 13
18% more funds holding in top 10
Funds holding in top 10: 11 → 13 (+2)
3% more funds holding
Funds holding: 206 → 212 (+6)
2% more capital invested
Capital invested by funds: $3.02B → $3.08B (+$53.8M)
1.26% less ownership
Funds ownership: 109.48% → 108.22% (-1.3%)
13% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 69
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.97M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.62M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.49M |
| 4 |
BMCM
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
+$2.36M |
| 5 |
KFG
Kingdom Financial Group
Peoria,
Arizona
|
+$2.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$41.7M |
| 2 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$28.3M |
| 3 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
-$25.9M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$12.3M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$10.6M |
IWX Hedge Fund Activity: Q3 2025 in Review
212 of the 7,638 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q3 2025, worth a combined $3.08B — up 1.8% from $3.02B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new IWX positions and 13 closed out — a net gain of 11 holders — while 60 added to existing stakes and 69 trimmed.
The largest buyer was Ameriprise, adding an estimated $2.97M. The largest seller was TIAA Trust, National Association, cutting an estimated $41.7M.
- 212 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q3 2025, up from 206 in Q2 2025.
- Funds reported $3.08B of iShares Russell Top 200 Value ETF stock for Q3 2025, up 1.8% quarter-over-quarter.
- 24 funds opened new iShares Russell Top 200 Value ETF positions in Q3 2025 and 13 closed out, a net change of +11 holders.
- The largest iShares Russell Top 200 Value ETF buyer in Q3 2025 was Ameriprise, an estimated $2.97M added.
- The largest iShares Russell Top 200 Value ETF seller in Q3 2025 was TIAA Trust, National Association, an estimated $41.7M sold.
Based on aggregated 13F filings for Q3 2025.