Who Owns iShares Russell Top 200 Value ETF (IWX)?Hedge Fund & Institutional Holders

$93.45+0.04 (+0.05%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.1330005810005478e+241T

% of Float Held

—

QoQ Change in Holders

+15 / -4

Price History

$73.26$79.36$85.45$91.55$97.64Sep 24Jun 25Mar 26

IWX — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Envestnet Portfolio Solutions, Inc.New Position+6.3M+$581.0M
FIRST CITIZENS BANK & TRUST CONew Position+6.0M+$549.0M
Align Financial, LLCNew Position+428K+$428.3M
ENVESTNET ASSET MANAGEMENT INCNew Position+3.1M+$283.0M
AE Wealth Management LLCNew Position+1.1M+$99.3M
Clark Capital Management Group, Inc.New Position+722K+$66.0M
Sanctuary Advisors, LLCNew Position+605K+$51.5M
Wilmington Savings Fund Society, FSBNew Position+506K+$46.0M
First Citizens Asset Management, Inc.New Position+487K+$44.8M
FIRST CITIZENS INVESTOR SERVICES, INC.New Position+443K+$40.7M
Orion Porfolio Solutions, LLCNew Position+362K+$33.0M
JSF Financial, LLCNew Position+274K+$25.2M
Kingdom Financial Group LLC.New Position+274K+$25.1M
Bryn Mawr Trust Advisors, LLCNew Position+258K+$23.7M
RTD Financial Advisors, Inc.New Position+242K+$22.3M

IWX — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Lido Advisors, LLCDecreased-20K-$87.2B
SVB WEALTH LLCDecreased-37K-$47.9B
Sterling Capital Management LLCDecreased-55K-$21.9B
Waverly Advisors, LLCDecreased-2K-$18.2B
WELLS FARGO & COMPANY/MNDecreased-2K-$11.8B
ROYAL BANK OF CANADADecreased-5K-$10.1B
GLOBALT Investments LLC / GADecreased-1K-$5.8B
Mariner, LLCDecreased-3K-$4.7B
Alpha Zero LLCClosed Position-56K-$4.6B
TWO SIGMA INVESTMENTS, LPClosed Position-21K-$1.8B
Rockefeller Capital Management L.P.Decreased-206-$1.8B
Signal Advisors Wealth, LLCDecreased-448-$1.8B
COUNTRY CLUB BANKClosed Position-18K-$1.6B
CIBC Bancorp USA Inc.Closed Position-16K-$1.4B
CIBC Private Wealth Group LLCDecreased-228-$1.4B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1TIAA TRUST, NATIONAL ASSOCIATION12,344,150$1.1B2.72%Share
2Envestnet Portfolio Solutions, Inc.6,332,301$581.0M2.04%Share
3FIRST CITIZENS BANK & TRUST CO5,971,165$548.0M11.44%Share
4Align Financial, LLC428,343$428.3M0.25%Share
5ENVESTNET ASSET MANAGEMENT INC3,083,814$283.0M0.08%Share
6AE Wealth Management LLC1,071,037$98.4M0.56%Share
7Lido Advisors, LLC973,669$89.0M0.27%Share
8Clark Capital Management Group, Inc.722,045$66.0M0.41%Share
9LPL Financial LLC640,842$58.0M0.02%Share
10SVB WEALTH LLC508,406$46.7M2.75%Share
11Anchor Investment Management, LLC500$45.9M0.00%Share
12Wilmington Savings Fund Society, FSB490,031$45.0M1.06%Share
13First Citizens Asset Management, Inc.487,483$44.8M15.66%Share
14NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO208,771$42.9M0.03%Share
15FIRST CITIZENS INVESTOR SERVICES, INC.442,953$40.7M15.52%Share
16AMERIPRISE FINANCIAL INC433,544$39.0M0.01%Share
17Richard P Slaughter Associates Inc411,476$37.8M7.92%Share
18Orion Porfolio Solutions, LLC361,960$33.0M0.24%Share
19UBS Group AG341,122$31.3M0.01%Share
20JSF Financial, LLC274,344$25.2M5.22%Share
21Kingdom Financial Group LLC.273,745$25.1M7.77%Share
22Cetera Investment Advisers263,019$24.0M0.03%Share
23Bryn Mawr Trust Advisors, LLC257,834$23.7M1.14%Share
24MORGAN STANLEY251,767$23.0M0.00%Share
25Compton Wealth Advisory Group, LLC250,061$23.0M5.02%Share
26RTD Financial Advisors, Inc.242,363$22.3M2.72%Share
27PRINCIPAL SECURITIES, INC.220,752$20.0M0.31%Share
28Waverly Advisors, LLC205,791$18.0M0.15%Share
29LifeWealth Investments, LLC193,770$17.8M5.64%Share
30HOWARD BAILEY SECURITIES, LLC191,245$17.6M6.92%Share
31Sterling Capital Management LLC194,236$17.0M0.28%Share
32NewEdge Advisors, LLC187,453$17.0M0.06%Share
33KESTRA PRIVATE WEALTH SERVICES, LLC181,839$16.7M0.21%Share
34GOLDMAN SACHS GROUP INC164,473$15.0M0.00%Share
35TRUIST FINANCIAL CORP160,235$14.7M0.02%Share
36Sanctuary Advisors, LLC148,901$13.7M0.07%Share
37Sanctuary Advisors, LLC157,228$13.2M0.08%Share
38Arkadios Wealth Advisors141,833$13.0M0.25%Share
39BANK OF AMERICA CORP /DE/149,318$13.0M0.00%Share
40Sanctuary Advisors, LLC149,382$12.3M0.09%Share
41Sanctuary Advisors, LLC149,382$12.3M0.08%Share
42Horst & Graben Wealth Management LLC132,912$12.2M1.84%Share
43JPMORGAN CHASE & CO136,732$12.0M0.00%Share
44MML INVESTORS SERVICES, LLC132,439$12.0M0.03%Share
45ROYAL BANK OF CANADA110,130$10.0M0.00%Share
46Simplicity Wealth,LLC98,409$9.0M0.54%Share
47OSAIC HOLDINGS, INC.107,970$9.0M0.01%Share
48RAYMOND JAMES FINANCIAL INC88,535$8.0M0.00%Share
49BANK OF AMERICA CORP /DE/87,984$8.0M0.00%Share
50One Capital Management, LLC79,573$7.3M0.22%Share

IWX Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025240$4.4B+118
Q3 2025122$1.6T-64
Q2 2025186$3.0T-27
Q1 2025213$3.2T+59
Q4 2024154$527.3T+11
Q3 2024143$1394.5T+26
Q2 2024117$751.2T+9
Q1 2024108$761.5T—

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As of Q4 2025, 50 institutional investors hold IWX (iShares Russell Top 200 Value ETF). The largest holder is TIAA TRUST, NATIONAL ASSOCIATION with $1.1B in shares. This quarter, 15 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own IWX?

As of Q4 2025, 50 institutional investors report holding IWX (iShares Russell Top 200 Value ETF) in their 13F filings.

Who is the largest institutional holder of IWX?

The largest institutional holder of IWX is TIAA TRUST, NATIONAL ASSOCIATION with $1.1B in shares.

Is institutional ownership of IWX increasing or decreasing?

This quarter, 15 institutions opened new positions in IWX and 4 closed their positions.