Who Owns IWX?
iShares Russell Top 200 Value ETF — Institutional Ownership & 13F Holdings
$98.35
-0.13 (-0.13%)
Market Cap
$3.6B
Shares Outstanding
34,755,175
Institutional Holders
211
Total Inst. Value
$2.1B
% of Float Held
—
QoQ Holder Change
+104
Institutional data as of Q1 2025
New Positions
77
Closed Positions
20
Increased
64
Decreased
36
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | TIAA TRUST, NATIONAL ASSOCIATION | $917.0M | 11,158,373 |
| 2 | FIRST CITIZENS BANK & TRUST CO | $480.1M | 5,842,083 |
| 3 | Clark Capital Management Group, Inc.New | $102.8M | 1,250,520 |
| 4 | AE Wealth Management LLC | $83.1M | 1,011,637 |
| 5 | First Citizens Asset Management, Inc. | $40.0M | 486,744 |
| 6 | Richard P Slaughter Associates IncNew | $34.3M | 417,093 |
| 7 | AMERIPRISE FINANCIAL INC | $29.2M | 355,537 |
| 8 | Cetera Investment Advisers | $28.3M | 344,708 |
| 9 | UBS Group AG | $24.8M | 302,224 |
| 10 | JSF Financial, LLCNew | $20.9M | 254,298 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| TIAA TRUST, NATIONAL ASSOCIATION | +830K | $917.0M |
| FIRST CITIZENS BANK & TRUST CO | +71K | $480.1M |
| Clark Capital Management Group, Inc.New | +1.3M | $102.8M |
| First Citizens Asset Management, Inc. | +1K | $40.0M |
| Richard P Slaughter Associates IncNew | +417K | $34.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| AE Wealth Management LLC | -57K | $83.1M |
| MORGAN STANLEY | -49K | $15.8M |
| AMERIPRISE FINANCIAL INC | -42K | $29.2M |
| TRUIST FINANCIAL CORP | -31K | $15.4M |
| Venture Visionary Partners LLC | -15K | $1.2M |
Related Stocks
Frequently Asked Questions
How many institutional investors hold IWX?
As of Q1 2025, 211 institutional investors report holding IWX (iShares Russell Top 200 Value ETF) in their 13F filings.
Which hedge fund owns the most IWX?
The largest institutional holder of IWX is TIAA TRUST, NATIONAL ASSOCIATION with $917.0M in shares.
Are institutions buying or selling IWX?
This quarter, 77 institutions opened new positions in IWX and 20 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.