ISHARES RUSSELL TOP 200 VALU (IWX) Institutional Ownership Changes & 13F Activity

ISHARES RUSSELL TOP 200 VALU (IWX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Proficio Capital Partners Llc, Ameriprise Financial Inc, Goldman Sachs Group Inc, Orion Porfolio Solutions, Llc, and Two Sigma Investments, Lp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+2,557+4.9%55,107$5.80MQ2 2026Sep 09, 2026
Brown, Lisle/Cummings, Inc.Sell-78-54.5%65$6.83KQ2 2026Sep 02, 2026
Beacon Pointe Advisors, LlcBuy+3,6213,621$380.79KQ2 2026Aug 18, 2026
Proficio Capital Partners LlcBuy+692,856692,856$72.86MQ2 2026Aug 17, 2026
Fsa Advisors, Inc.Buy+914+16.8%6,369$669.75KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-75-1.5%4,775$502.17KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+414,030414,030$44.43MQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-139,044-89.4%16,535$1.74MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcSell-65,279-23.1%217,189$22.84MQ2 2026Aug 14, 2026
Two Sigma Investments, LpBuy+39,50039,500$4.15MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+24,686+10.2%266,777$28.05MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-22,764-11.4%176,522$18.56MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-22,672-71.5%9,045$951.17KQ2 2026Aug 14, 2026
Gts Securities LlcSell-17,175-81.6%3,882$408.23KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-15,753-15.6%84,977$8.94MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+15,49715,497$1.63MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-13,683-11.5%105,799$11.13MQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Buy+9,7579,757$1.03MQ2 2026Aug 14, 2026
World Investment AdvisorsSell-9,457-25.5%27,684$2.82MQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+6,775+3.2%216,815$22.80MQ2 2026Aug 14, 2026
Gts Financial, LlcBuy+5,765+8.3%75,271$6.34MQ2 2026Aug 14, 2026
Pinnacle Financial Partners, Inc.Buy+4,019+36.8%14,952$1.57MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+3,083+75.8%7,149$751.77KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+2,744+12.4%24,840$2.61MQ2 2026Aug 14, 2026
Quantum Portfolio Management LlcBuy+2,335+27.9%10,690$1.12MQ2 2026Aug 14, 2026
Index Technologies Group LlcBuy+1,912+27.8%8,780$923.30KQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Sell-1,339-7.8%15,831$1.66MQ2 2026Aug 14, 2026
Advyzon Investment Management, LlcSell-1,270-25.2%3,774$396.91KQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+1,150+192.0%1,749$183.93KQ2 2026Aug 14, 2026
Brown Advisory IncSell-968-5.3%17,444$1.83MQ2 2026Aug 14, 2026
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Frequently asked questions about IWX activity

  • Which institutional owners are buying IWX?

    Institutional owners buying IWX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IWX activity?

    "Buy" means an investor increased their reported position in IWX compared to the prior reporting period. This reflects growing exposure to ISHARES RUSSELL TOP 200 VALU (IWX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IWX increasing?

    Institutional interest in IWX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.