iShares Russell Top 200 Value ETF
242 hedge funds and large institutions have $3.87B invested in iShares Russell Top 200 Value ETF in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 89 increasing their positions, 52 reducing their positions, and 12 closing their positions.
300% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 12
71% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 52
46% more funds holding in top 10
Funds holding in top 10: 13 → 19 (+6)
26% more capital invested
Capital invested by funds: $3.08B → $3.87B (+$791M)
14% more funds holding
Funds holding: 212 → 242 (+30)
1.14% more ownership
Funds ownership: 108.22% → 109.36% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$270M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$64.8M |
| 3 |
LPL Financial
San Diego,
California
|
+$49.9M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$32.5M |
| 5 |
RFA
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
+$21.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
-$4.97M |
| 2 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
-$3.58M |
| 3 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$3.34M |
| 4 |
Two Sigma Investments
New York
|
-$1.85M |
| 5 |
Lido Advisors
Los Angeles,
California
|
-$1.77M |
IWX Hedge Fund Activity: Q4 2025 in Review
242 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q4 2025, worth a combined $3.87B — up 26% from $3.08B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new IWX positions and 12 closed out — a net gain of 36 holders — while 89 added to existing stakes and 52 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $270M. The largest seller was Sterling Capital Management, cutting an estimated $4.97M.
- 242 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q4 2025, up from 212 in Q3 2025.
- Funds reported $3.87B of iShares Russell Top 200 Value ETF stock for Q4 2025, up 26% quarter-over-quarter.
- 48 funds opened new iShares Russell Top 200 Value ETF positions in Q4 2025 and 12 closed out, a net change of +36 holders.
- The largest iShares Russell Top 200 Value ETF buyer in Q4 2025 was Envestnet Asset Management, an estimated $270M added.
- The largest iShares Russell Top 200 Value ETF seller in Q4 2025 was Sterling Capital Management, an estimated $4.97M sold.
Based on aggregated 13F filings for Q4 2025.