ISHARES RUSSELL TOP 200 ETF (IWL) Institutional Ownership Changes & 13F Activity

ISHARES RUSSELL TOP 200 ETF (IWL). 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 Ameriprise Financial Inc, Bank Of America Corp, Km Capital Management Ltd., Integrated Wealth Concepts Llc, and Citadel Advisors Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-2,934-21.1%10,978$2.03MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Sell-780-1.4%55,913$10.34MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+48,118+117.3%89,126$16.48MQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-29,095-55.7%23,110$4.27MQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-1,273-48.5%1,353$250.24KQ2 2026Aug 27, 2026
Forefront Wealth Partners, LlcSell-86-0.7%12,946$2.39MQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+486+3.2%15,657$2.90MQ2 2026Aug 19, 2026
Km Capital Management Ltd.Buy+74,015—74,015$13.69MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+963+1.0%98,978$18.31MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Sell-747-30.0%1,746$323.00KQ2 2026Aug 17, 2026
Asset Allocation Strategies LlcSell-369-6.2%5,586$1.03MQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+396,002—396,002$73.24MQ2 2026Aug 14, 2026
Bank Of America CorpSell-133,468-21.1%500,046$92.48MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-17,761-11.4%138,001$25.52MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+10,165+17.2%69,193$12.80MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+9,521+631.4%11,029$2.04MQ2 2026Aug 14, 2026
Cozad Asset Management IncBuy+7,799—7,799$1.44MQ2 2026Aug 14, 2026
Gts Securities LlcSell-5,037-60.4%3,303$610.89KQ2 2026Aug 14, 2026
Flow Traders U.S. LlcSell-2,871-68.3%1,332$246.00KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-2,639-2.9%87,132$16.12MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-2,037-6.8%27,764$5.14MQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+1,830+5.5%35,166$6.50MQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Buy+1,656—1,656$306.28KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-1,557-3.2%47,160$8.72MQ2 2026Aug 14, 2026
Moneta Group Investment Advisors LlcBuy+657+38.5%2,364$437.27KQ2 2026Aug 14, 2026
Perissos Private Wealth Management, LlcBuy+202+5.0%4,280$791.65KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+119+16.7%830$149.76KQ2 2026Aug 14, 2026
Nfsg CorpSell-60-1.9%3,023$559.10KQ2 2026Aug 14, 2026
Mai Capital ManagementSell-26-0.5%5,501$1.02MQ2 2026Aug 14, 2026
Michels Family Financial, LlcSell-23-1.0%2,303$425.88KQ2 2026Aug 14, 2026
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Frequently asked questions about IWL activity

  • Which institutional owners are buying IWL?

    Institutional owners buying IWL 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 IWL activity?

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

  • Is institutional interest in IWL increasing?

    Institutional interest in IWL 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.