I
iShares Russell Top 200 Value
IWX • ARCA
iShares Russell Top 200 Value is an exchange-traded fund on ARCA. As of Q3 2025, 206 institutional investors hold shares in this ETF, with total holdings valued at $3.1B. TIAA TRUST, NATIONAL ASSOCIATION is the largest holder with a position valued at $1.1B.
Overview
Overview of institutional ownership in IWX as of Q3 2025
All Institutions
- Institutions
- 206
- Value Held
- $3.1B
- Shares Held
- 34.8M
- Avg Position
- $14.8M
- Median Position
- $591.6K
Hedge Funds
- Hedge Funds
- 4
- Value Held
- $4.0M
- Shares Held
- 45.8K
- Avg Position
- $1.0M
- Median Position
- $924.0K
Biggest Investors
Institutions with the largest positions in IWX as of Q3 2025
| Institution | Position Value |
|---|---|
T TIAA TRUST, NATIONAL ASSOCIATION Institution | $1.1B 2.59% of portfolio |
 Envestnet Portfolio Solutions, Inc. Long Only Manager | $548.3M 2.04% of portfolio |
F FIRST CITIZENS BANK & TRUST CO Institution | $519.1M 11.19% of portfolio |
 AE Wealth Management LLC RIA/Wealth | $92.1M 0.60% of portfolio |
 Lido Advisors, LLC RIA/Wealth | $87.3M 0.36% of portfolio |
 BP WEALTH MANAGEMENT, LLC RIA/Wealth | $48.0M 2.58% of portfolio |
B BRYN MAWR TRUST CO/PA Institution | $42.8M 0.99% of portfolio |
 First Citizens Asset Management, Inc. RIA/Wealth | $42.7M 15.24% of portfolio |
 FIRST CITIZENS INVESTOR SERVICES, INC. RIA/Wealth | $38.8M 15.00% of portfolio |
 Richard P Slaughter Associates Inc RIA/Wealth | $35.6M 7.68% of portfolio |
Net Capital Flow
Institutional buying and selling activity for IWX in Q3 2025
- Net Flow
- −$121.8M
- Buyers
- 66
- Sellers
- 79
- Total Bought
- +$36.7M
- Total Sold
- −$158.5M
- Avg Position
- $14.8M
Biggest Buyers
| Institution | Net Bought |
|---|---|
 AMERIPRISE FINANCIAL INC Institution | +$3.0M +34.6K shares |
AE Wealth Management LLC RIA/Wealth | +$2.7M +30.6K shares |
 BANK OF AMERICA CORP /DE/ Institution | +$2.5M +29.0K shares |
 WSFS CAPITAL MANAGEMENT, LLC RIA/Wealth | +$2.4M +27.5K shares |
 Kingdom Financial Group LLC. RIA/Wealth | +$2.2M +25.1K shares |
First Citizens Asset Management, Inc. RIA/Wealth | +$1.8M +20.6K shares |
 JSF Financial, LLC RIA/Wealth | +$1.7M +19.0K shares |
L LifeWealth Investments, LLC Institution | +$1.6M +18.4K shares |
B BRYN MAWR TRUST CO/PA Institution | +$1.4M +15.9K shares |
 GOLDMAN SACHS GROUP INC Institution | +$1.4M +15.7K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
T TIAA TRUST, NATIONAL ASSOCIATION Institution | −$42.7M −485.5K shares |
Envestnet Portfolio Solutions, Inc. Long Only Manager | −$29.0M −329.6K shares |
F FIRST CITIZENS BANK & TRUST CO Institution | −$26.5M −301.6K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$12.6M −143.2K shares |
A Advisor Group Holdings, Inc. Institution | −$10.8M −123.3K shares |
Richard P Slaughter Associates Inc RIA/Wealth | −$9.1M −103.7K shares |
 Simplicity Wealth,LLC RIA/Wealth | −$7.9M −89.6K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$4.4M −49.7K shares |
 Prime Buchholz LLC Fund of Funds | −$1.9M −22.8K shares |
 ING INVESTMENT MANAGEMENT LLC Insurance Manager | −$1.6M −18.6K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited IWX in Q3 2025
- New Positions
- 13
- New Value
- $43.2M
- Exited Positions
- 12
- Exited Value
- $6.7M
New Positions
| Institution | Position Value |
|---|---|
FIRST CITIZENS INVESTOR SERVICES, INC. RIA/Wealth | $38.8M 441.7K shares |
R RMB Capital Management, LLC RIA/Wealth | $1.8M 20.4K shares |
C CUSTOM INDEX SYSTEMS, LLC RIA/Wealth | $978.3K 11.1K shares |
 Synergy Financial Management, LLC RIA/Wealth | $294.7K 3.4K shares |
 Prosperity Consulting Group, LLC RIA/Wealth | $272.9K 3.1K shares |
 Miracle Mile Advisors, LLC RIA/Wealth | $252.2K 2.9K shares |
 Cordatus Wealth Management LLC RIA/Wealth | $206.7K 2.4K shares |
 Sentinus, LLC RIA/Wealth | $206.1K 2.3K shares |
E EASTERN BANK Institution | $175.1K 2.0K shares |
 Guerra Advisors Inc RIA/Wealth | $106.3K 1.2K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Prime Buchholz LLC Fund of Funds | $1.9M 22.8K shares |
 Transce3nd, LLC RIA/Wealth | $862.6K 10.2K shares |
 RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant | $825.1K 9.8K shares |
H HRT FINANCIAL LLC Institution | $667.0K 7.9K shares |
 Gibbs Wealth Management RIA/Wealth | $562.1K 6.7K shares |
F Fisher Asset Management, LLC Institution | $481.6K 5.7K shares |
 Affinity Capital Advisors, LLC RIA/Wealth | $389.6K 4.6K shares |
$300.1K 3.6K shares | |
L Leo Wealth, LLC Institution | $297.6K 3.5K shares |
 WAGNER CAPITAL MANAGEMENT CORP RIA/Wealth | $240.3K 2.9K shares |
Options Activity
Institutions with the largest Call and Put options positions in IWX as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with IWX as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
First Citizens Asset Management, Inc. RIA/Wealth | 15.24% $42.7M |
FIRST CITIZENS INVESTOR SERVICES, INC. RIA/Wealth | 15.00% $38.8M |
F FIRST CITIZENS BANK & TRUST CO Institution | 11.19% $519.1M |
Kingdom Financial Group LLC. RIA/Wealth | 8.42% $9.8M |
Richard P Slaughter Associates Inc RIA/Wealth | 7.68% $35.6M |
 HOWARD BAILEY SECURITIES, LLC RIA/Wealth | 5.40% $12.9M |
JSF Financial, LLC RIA/Wealth | 5.38% $24.2M |
 Compton Wealth Advisory Group, LLC RIA/Wealth | 5.00% $21.6M |
L LifeWealth Investments, LLC Institution | 4.69% $15.7M |
L Legacy Advisory Services, LLC RIA/Wealth | 4.47% $5.9M |
Hedge Fund Spotlight
Discover hedge funds investing in IWX
TWO SIGMA INVESTMENTS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerCarter Mayberry Lyons
- Portfolio Value
- $62.0B
- Positions
- 3,252
- Last Reported
- Q3 2025
Sector Allocation
I
Position in iShares Russell Top 200 Value
- Market Value
- $1.8M
- Shares Held
- 21.0K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $680.4M | 1.10% | |
ETF ETF | $582.6M | 0.94% | |
ETF ETF | $489.6M | 0.79% |
