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iShares Russell Top 200 Value ETF (IWX) Institutional Ownership

iShares Russell Top 200 Value ETF logo
$81.35 -0.92 (-1.12%)
As of 03/28/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Russell Top 200 Value ETF (NYSEARCA:IWX)

Number of
Institutional Buyers
(last 12 months)
113
Total
Institutional Inflows
(last 12 months)
$628.93M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$745.01M
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IWX Institutional Buying and Selling by Quarter

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iShares Russell Top 200 Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/27/2025 REAP Financial Group LLC6,733$532K0.1%-11.2%0.023%
2/26/2025 LifeWealth Investments LLC74,250$5.87M3.9%N/A0.251%
2/26/2025 Capital A Wealth Management LLC730$58K0.1%N/A0.002%
2/17/2025 Waverly Advisors LLC201,682$15.94M0.2%N/A0.699%
2/17/2025 Colonial Trust Co SC2,632$208K0.0%-14.2%0.009%
2/17/2025 Cetera Investment Advisers67,686$5.35M0.0%-84.6%0.235%
2/17/2025 Captrust Financial Advisors6,349$502K0.0%+13.4%0.022%
2/17/2025 Citadel Advisors LLC32,660$2.58M0.0%+137.7%0.113%
2/17/2025 Bank of America Corp DE222,441$17.58M0.0%+14.3%0.771%
2/17/2025 Ameriprise Financial Inc.397,620$31.41M0.0%+4.8%1.378%
2/14/2025 Lido Advisors LLC956,054$75.56M0.3%N/A3.314%
2/14/2025 Voya Investment Management LLC13,840$1.09M0.0%-47.2%0.048%
2/14/2025 Integrated Wealth Concepts LLC40,442$3.20M0.0%-3.6%0.140%
2/14/2025 OneDigital Investment Advisors LLC5,588$442K0.0%-4.6%0.019%
2/14/2025 Transce3nd LLC7,901$624K0.2%N/A0.027%
2/14/2025 MML Investors Services LLC61,868$4.89M0.0%-67.9%0.214%
2/14/2025 First Citizens Asset Management Inc.485,314$38.35M14.1%-7.8%1.682%
2/14/2025 GeoWealth Management LLC1,896$150K0.0%+637.7%0.007%
2/13/2025 NewEdge Advisors LLC177,969$14.07M0.1%-1.5%0.617%
2/13/2025 CreativeOne Wealth LLC3,271$259K0.0%-41.3%0.011%
2/13/2025 Mariner LLC33,650$2.66M0.0%+8.1%0.117%
2/13/2025 Peninsula Wealth LLC7,951$628K0.1%N/A0.028%
2/13/2025 Savvy Advisors Inc.13,076$1.03M0.1%N/A0.045%
2/13/2025 Synovus Financial Corp8,924$706K0.0%-8.9%0.031%
2/13/2025 Sagespring Wealth Partners LLC3,145$249K0.0%N/A0.011%
2/13/2025 Rockefeller Capital Management L.P.19,753$1.56M0.0%-8.9%0.068%
2/13/2025 Sterling Capital Management LLC247,004$19.52M0.3%+1.8%0.856%
2/13/2025 Concorde Asset Management LLC52,103$4.12M2.1%+1,268.6%0.181%
2/13/2025 Raymond James Financial Inc.102,055$8.07M0.0%N/A0.354%
2/13/2025 Envestnet Asset Management Inc.45,425$3.59M0.0%-99.2%0.157%
2/13/2025 Wells Fargo & Company MN134,356$10.62M0.0%-21.3%0.466%
2/12/2025 O Shaughnessy Asset Management LLC3,143$248K0.0%N/A0.011%
2/12/2025 Life Planning Partners Inc30,427$2.41M0.3%N/A0.105%
2/12/2025 Blair William & Co. IL3,561$281K0.0%+7.7%0.012%
2/12/2025 JPMorgan Chase & Co.225,506$17.82M0.0%+17.1%0.782%
2/11/2025 TIAA Trust National Association10,328,298$816.25M2.5%-2.6%35.800%
2/11/2025 LPL Financial LLC80,890$6.39M0.0%-81.7%0.280%
2/10/2025 GLOBALT Investments LLC GA68,156$5.39M0.2%-2.3%0.236%
2/10/2025 Envestnet Portfolio Solutions Inc.6,167,862$487.45M1.6%-10.0%21.379%
2/10/2025 Kingdom Financial Group LLC.162,891$12.87M8.8%-2.9%0.565%
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2/10/2025 Commonwealth Equity Services LLC227,714$18.00M0.0%+2.9%0.789%
2/10/2025 Avantax Advisory Services Inc.3,963$313K0.0%-39.8%0.014%
2/7/2025 HighTower Advisors LLC16,378$1.29M0.0%-77.6%0.057%
2/7/2025 Simplicity Wealth LLC11,934$943K0.2%-87.8%0.041%
2/7/2025 BOK Financial Private Wealth Inc.745$59K0.0%-53.8%0.003%
2/7/2025 PNC Financial Services Group Inc.14,182$1.12M0.0%-4.1%0.049%
2/6/2025 Raymond James Financial Inc.102,055$8.07M0.0%N/A0.354%
2/6/2025 Proficio Capital Partners LLC59,668$4.72M0.1%N/A0.207%
2/6/2025 M&T Bank Corp12,753$1.01M0.0%+24.4%0.044%
2/6/2025 Fidelis Capital Partners LLC16,761$1.39M0.1%+48.6%0.058%
2/6/2025 Jones Financial Companies Lllp3,827$302K0.0%+371.9%0.013%
2/5/2025 Spectrum Wealth Counsel LLC406$32K0.0%-52.1%0.001%
2/5/2025 US Bancorp DE936$74K0.0%-88.5%0.003%
2/5/2025 Maripau Wealth Management LLC3,782$299K0.2%N/A0.013%
2/5/2025 SVB Wealth LLC717,934$56.74M1.1%+202.0%2.489%
2/5/2025 Veridan Wealth LLC56,356$4.68M2.2%N/A0.195%
2/5/2025 Proficio Capital Partners LLC59,668$4.72M0.0%N/A0.207%
2/5/2025 Oppenheimer & Co. Inc.37,164$2.94M0.0%+1.4%0.129%
2/5/2025 Bryn Mawr Capital Management LLC167,688$13.25M0.7%+10.1%0.581%
2/4/2025 Pine Valley Investments Ltd Liability Co6,193$489K0.0%N/A0.021%
2/4/2025 FPC Investment Advisory Inc.506$42K0.0%N/A0.002%
2/3/2025 Centricity Wealth Management LLC680$54K0.1%N/A0.002%
2/3/2025 Bryn Mawr Capital Management LLC10,320$816K0.0%-93.2%0.036%
1/31/2025 Truist Financial Corp217,969$17.23M0.0%-1.2%0.756%
1/31/2025 Sanctuary Advisors LLC130,841$10.95M0.1%+26.2%0.454%
1/30/2025 Csenge Advisory Group55,434$4.38M0.2%-10.2%0.192%
1/30/2025 Lord & Richards Wealth Management LLC9,862$779K1.6%N/A0.034%
1/30/2025 Life Planning Partners Inc30,427$2.41M0.0%N/A0.105%
1/29/2025 Howard Bailey Securities LLC158,914$12.56M4.7%+4.8%0.551%
1/29/2025 JSF Financial LLC11,653$921K0.2%N/A0.040%
1/29/2025 Pineridge Advisors LLC4,204$332K0.1%-11.6%0.015%
1/29/2025 Global Wealth Management Investment Advisory Inc.26,270$2.08M0.4%-1.3%0.091%
1/28/2025 Kestra Private Wealth Services LLC148,992$11.78M0.2%+2.2%0.516%
1/28/2025 SOA Wealth Advisors LLC.39,049$3.09M0.6%-5.9%0.135%
1/28/2025 SMART Wealth LLC6,491$513K0.2%+46.7%0.022%
1/28/2025 Leo Wealth LLC4,499$356K0.0%+12.8%0.016%
1/27/2025 Country Club Bank20,793$1.64M0.1%-1.3%0.072%
1/24/2025 Vantage Point Financial LLC4,689$371K0.2%N/A0.016%
1/24/2025 Horst & Graben Wealth Management LLC127,913$10.11M1.8%+1.8%0.443%
1/23/2025 Alta Wealth Advisors LLC2,996$237K0.1%N/A0.010%
1/23/2025 Arcadia Wealth Management LLC16,551$1.31M0.7%-4.7%0.057%
1/23/2025 Strategic Blueprint LLC13,998$1.11M0.1%+2.9%0.049%
1/23/2025 McKinley Carter Wealth Services Inc.13,188$1.04M0.1%-3.7%0.046%
1/22/2025 Foundations Investment Advisors LLC20,851$1.65M0.0%-10.8%0.072%
1/21/2025 First Citizens Bank & Trust Co.5,770,716$456.06M7.1%-8.6%20.002%
1/21/2025 B.O.S.S. Retirement Advisors LLC75,746$5.99M1.7%+875.6%0.263%
1/21/2025 CFS Investment Advisory Services LLC20,520$1.62M0.1%+25.1%0.071%
1/21/2025 Linden Thomas Advisory Services LLC7,518$594K0.1%N/A0.026%
1/21/2025 Fifth Third Bancorp9,921$784K0.0%+23.0%0.034%
1/21/2025 Sound Income Strategies LLC1,889$149K0.0%-6.2%0.007%
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1/17/2025 Beaumont Financial Advisors LLC3,542$280K0.0%-34.9%0.012%
1/16/2025 Harbor Investment Advisory LLC50,179$3.97M0.3%-0.9%0.174%
1/15/2025 Mason & Associates LLC2,548$201K0.1%-30.4%0.009%
1/15/2025 Decker Retirement Planning Inc.7,763$614K0.4%N/A0.027%
1/14/2025 Richard P Slaughter Associates Inc91,892$7.26M1.6%N/A0.319%
1/14/2025 Clarus Wealth Advisors6,360$504K0.3%-2.6%0.022%
1/14/2025 Affinity Capital Advisors LLC3,314$264K0.0%+6.1%0.011%
1/14/2025 Signal Advisors Wealth LLC13,353$1.06M0.1%+12.5%0.046%
1/13/2025 Compton Wealth Advisory Group LLC247,238$19.54M5.0%+3.1%0.857%
1/7/2025 Diversified Trust Co3,141$248K0.0%N/A0.011%
(Data available from 1/1/2016 forward)

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IWX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWX shares?

During the previous two years, 182 institutional investors and hedge funds held shares of iShares Russell Top 200 Value ETF. The most heavily invested institutionals were TIAA Trust National Association ($816.25M), TIAA FSB ($547.66M), Envestnet Portfolio Solutions Inc. ($487.45M), First Citizens Bank & Trust Co. ($456.06M), Lido Advisors LLC ($75.56M), AE Wealth Management LLC ($71.27M), and Pegasus Partners Ltd. ($69.89M).Learn more on IWX's institutional investors.

Which institutional investors have been buying iShares Russell Top 200 Value ETF stock?

Of the 154 institutional investors that purchased iShares Russell Top 200 Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TIAA Trust National Association ($10.41M), Envestnet Portfolio Solutions Inc. ($7.72M), Envestnet Asset Management Inc. ($2.92M), First Citizens Bank & Trust Co. ($1.58M), SVB Wealth LLC ($1.06M), Lido Advisors LLC ($956.05K), and Orion Portfolio Solutions LLC ($785.46K).

How much institutional buying is happening at iShares Russell Top 200 Value ETF?

Institutional investors have bought a total of 31,139,379 shares in the last 24 months. This purchase volume represents approximately $2.15B in transactions.

Which iShares Russell Top 200 Value ETF major shareholders have been selling company stock?

Of the 88 institutional investors that sold iShares Russell Top 200 Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($5.97M), First Citizens Bank & Trust Co. ($2.01M), Envestnet Portfolio Solutions Inc. ($1.31M), Cetera Investment Advisers ($375.49K), Mason & Associates Inc ($365.98K), LPL Financial LLC ($364.43K), and TIAA Trust National Association ($353.45K).

How much institutional selling is happening at iShares Russell Top 200 Value ETF?

Institutional investors have sold a total of 12,251,304 shares in the last 24 months. This volume of shares sold represents approximately $939.11M in transactions.


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This page (NYSEARCA:IWX) was last updated on 3/29/2025 by MarketBeat.com Staff
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