Inst. Holders
50 funds
IW
IWX
ISHARES RUSSELL TOP 200 VALU
$109.75 ▲ +0.32%
Prev close $109.4011 New Institutional Positions8 Institutional Exits
Snapshot
The big-picture read on IWX right now — valuation, ownership and activity at a glance.
Inst. Value
$2.5B
Inst. Activity
11 buys / 8 sells
Price chart 30d -2.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 7, 2026 dark_pool
Dark Pool: IWX — 0.2M shares, 1,680 trades
Week starting 2026-09-07. Total ATS volume: 182,790 shares across 1,680 trades.
Jun 30, 2026 Inst.
ENVESTNET ASSET MANAGEMENT INC — TRIM
1,815,846 shares ($191.0M)
Jun 30, 2026 Inst.
Mariner, LLC — ADD
62,095 shares ($6.5M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: IWX — 0.2M shares, 1,680 trades
Week starting 2026-09-07. Total ATS volume: 182,790 shares across 1,680 trades.
Aug 31, 2026
dark_pool
Dark Pool: IWX — 0.2M shares, 2,024 trades
Week starting 2026-08-31. Total ATS volume: 166,905 shares across 2,024 trades.
Aug 24, 2026
dark_pool
Dark Pool: IWX — 0.2M shares, 1,824 trades
Week starting 2026-08-24. Total ATS volume: 203,819 shares across 1,824 trades.
Aug 17, 2026
dark_pool
Dark Pool: IWX — 0.2M shares, 2,034 trades
Week starting 2026-08-17. Total ATS volume: 179,716 shares across 2,034 trades.
Aug 10, 2026
dark_pool
Dark Pool: IWX — 0.3M shares, 3,539 trades
Week starting 2026-08-10. Total ATS volume: 329,794 shares across 3,539 trades.
Institutional ownership
Which big funds own IWX (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $2.5B total value (23,740,296 shares) as of 2026-Q2. Top holders: TIAA-CREF, Envestnet, ENVESTNET. Net buying activity: 11 institutions added/increased vs 8 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 9,859,021 | $1.0B | 41.5% | — |
| Envestnet Portfolio Solutions, Inc. | 4,907,301 | $516.1M | 20.7% | — |
| ENVESTNET ASSET MANAGEMENT INC | 1,815,846 | $191.0M | 7.6% | TRIM -32.1% |
| AE Wealth Management LLC | 1,176,003 | $123.7M | 5.0% | — |
| Lido Advisors, LLC | 911,734 | $95.9M | 3.8% | — |
| Clark Capital Management Group, Inc. | 565,031 | $59.4M | 2.4% | NEW |
| LPL Financial LLC | 483,315 | $50.8M | 2.0% | DOUBLED +654.7% |
| AMERIPRISE FINANCIAL INC | 414,030 | $44.4M | 1.8% | ADD +30.5% |
| UBS Group AG | 376,112 | $39.6M | 1.6% | — |
| JPMORGAN CHASE & CO | 287,855 | $30.3M | 1.2% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | TRIM | 2,673,783 | 1,815,846 | -32.1% | $191.0M |
| Mariner, LLC | ADD | 41,733 | 62,095 | +48.8% | $6.5M |
| MML INVESTORS SERVICES, LLC | TRIM | 107,728 | 49,065 | -54.5% | $5.2M |
| CITIGROUP INC | DOUBLED | 7,606 | 22,509 | +195.9% | $2.4M |
| Farther Finance Advisors, LLC | DOUBLED | 7,920 | 20,033 | +152.9% | $2.1M |
| GOLDMAN SACHS GROUP INC | NEAR_EXIT | 155,579 | 16,535 | -89.4% | $1.7M |
| Pinnacle Financial Partners, Inc. | ADD | 10,933 | 14,952 | +36.8% | $1.6M |
| STIFEL FINANCIAL CORP | TRIM | 13,761 | 10,256 | -25.5% | $1.1M |
| CAPTRUST FINANCIAL ADVISORS | ADD | 7,547 | 9,783 | +29.6% | $1.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | TRIM | 31,717 | 9,045 | -71.5% | $951.2K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for IWX.
Shares short
46,348
Settlement Sep 15, 2026
Change vs prior
+53.1%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume