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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -2,934 | -21.1% | 10,978 | $2.03M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -780 | -1.4% | 55,913 | $10.34M | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Buy | +48,118 | +117.3% | 89,126 | $16.48M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Sell | -29,095 | -55.7% | 23,110 | $4.27M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -1,273 | -48.5% | 1,353 | $250.24K | Q2 2026 | Aug 27, 2026 |
| Forefront Wealth Partners, Llc | Sell | -86 | -0.7% | 12,946 | $2.39M | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Buy | +486 | +3.2% | 15,657 | $2.90M | Q2 2026 | Aug 19, 2026 |
| Km Capital Management Ltd. | Buy | +74,015 | — | 74,015 | $13.69M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +963 | +1.0% | 98,978 | $18.31M | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Sell | -747 | -30.0% | 1,746 | $323.00K | Q2 2026 | Aug 17, 2026 |
| Asset Allocation Strategies Llc | Sell | -369 | -6.2% | 5,586 | $1.03M | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +396,002 | — | 396,002 | $73.24M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -133,468 | -21.1% | 500,046 | $92.48M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -17,761 | -11.4% | 138,001 | $25.52M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +10,165 | +17.2% | 69,193 | $12.80M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +9,521 | +631.4% | 11,029 | $2.04M | Q2 2026 | Aug 14, 2026 |
| Cozad Asset Management Inc | Buy | +7,799 | — | 7,799 | $1.44M | Q2 2026 | Aug 14, 2026 |
| Gts Securities Llc | Sell | -5,037 | -60.4% | 3,303 | $610.89K | Q2 2026 | Aug 14, 2026 |
| Flow Traders U.S. Llc | Sell | -2,871 | -68.3% | 1,332 | $246.00K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -2,639 | -2.9% | 87,132 | $16.12M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -2,037 | -6.8% | 27,764 | $5.14M | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Buy | +1,830 | +5.5% | 35,166 | $6.50M | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +1,656 | — | 1,656 | $306.28K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -1,557 | -3.2% | 47,160 | $8.72M | Q2 2026 | Aug 14, 2026 |
| Moneta Group Investment Advisors Llc | Buy | +657 | +38.5% | 2,364 | $437.27K | Q2 2026 | Aug 14, 2026 |
| Perissos Private Wealth Management, Llc | Buy | +202 | +5.0% | 4,280 | $791.65K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +119 | +16.7% | 830 | $149.76K | Q2 2026 | Aug 14, 2026 |
| Nfsg Corp | Sell | -60 | -1.9% | 3,023 | $559.10K | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Sell | -26 | -0.5% | 5,501 | $1.02M | Q2 2026 | Aug 14, 2026 |
| Michels Family Financial, Llc | Sell | -23 | -1.0% | 2,303 | $425.88K | Q2 2026 | Aug 14, 2026 |
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.