iShares Russell Top 200 Value ETF (IWX)

ETF ยท NYSE Arca

iShares Russell Top 200 Value ETF (IWX) is an exchange-traded fund listed on NYSE Arca, where it has traded since September 22, 2009.

Type
Exchange-traded fund
Listed On
NYSE Arca
Listed Since
September 22, 2009

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 263 institutions reported holding IWX, with 36.4 million shares worth $3.8 billion in aggregate. The largest reported holder was Tiaa-Cref Individual & Institutional Services, with 9.9 million shares worth $1.0 billion. Of the 5 largest holders listed below, 1 added shares and 4 reduced their positions during the quarter.

InstitutionSharesValueQuarter change
Tiaa-Cref Individual & Institutional Services9,859,021$1.0BReduced 3.73%
Envestnet Portfolio Solutions4,907,301$516MReduced 22.05%
First Citizens Bank & Trust4,514,061$475MReduced 23.85%
Envestnet Asset Management1,815,846$191MReduced 32.09%
AE Wealth Management1,176,003$124MAdded 6.61%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is IWX?

iShares Russell Top 200 Value ETF (IWX) is an exchange-traded fund listed on NYSE Arca, where it has traded since September 22, 2009.

Who are the largest institutional holders of IWX?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of IWX were Tiaa-Cref Individual & Institutional Services, Envestnet Portfolio Solutions and First Citizens Bank & Trust.

How many institutions own IWX?

263 institutions reported a position in IWX for the quarter ended June 30, 2026, worth $3.8 billion in total.

Did institutions buy or sell IWX last quarter?

Of the 5 largest reported holders, 1 added shares and 4 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for IWX.

Every reported institutional holder, plus insider and congressional trades in IWX, on SentiSense.