IWL — ISHARES RUSSELL TOP 200 ETF
As of Q2 2026, 11 SEC-registered investment managers reported holding IWL (ISHARES RUSSELL TOP 200 ETF) in their latest 13F filings, with a combined reported value of $288.46M across 1.56M shares. That is -4.5% by share count (-73.72K shares) versus the previous quarter, while reported value moved +9.9%. Ownership is concentrated: the five largest holders account for 96.6% of reported value and the top ten for 99.9%.
Compared with the prior quarter, 2 opened new positions, 4 added to existing stakes, 5 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Morgan Stanley history | Q2 2026 | 676.33K | $125.09M | 0.01% | Reduce |
| Bank of America Corp history | Q2 2026 | 500.05K | $92.48M | 0.01% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 186.95K | $34.26M | 0.00% | New |
| UBS Group AG history | Q2 2026 | 75.79K | $14.02M | 0.00% | Add |
| Wells Fargo & Co history | Q2 2026 | 69.19K | $12.80M | 0.00% | Add |
| Two Sigma Investments history | Q1 2026 | 64.00K | $10.27M | 0.01% | New |
| Goldman Sachs Group history | Q1 2026 | 28.36K | $4.55M | 0.00% | Reduce |
| Citadel Advisors history | Q2 2026 | 23.11K | $4.27M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 15.98K | $2.96M | 0.00% | Add |
| BlackRock Inc history | Q2 2026 | 5.73K | $1.06M | 0.00% | Add |
| Northern Trust Corp history | Q2 2026 | 3.93K | $727.59K | 0.00% | Reduce |
| BNY Mellon history | Q2 2026 | 2.64K | $487.71K | 0.00% | Reduce |
| Renaissance Technologies history | Q1 2025 | 3.50K | $480.94K | 0.00% | Reduce |
| Marshall Wace history | Q1 2026 | 2.01K | $321.92K | 0.00% | New |
| D. E. Shaw & Co history | Q2 2026 | 1.66K | $306.28K | 0.00% | New |
| Citigroup Inc history | Q4 2025 | 718 | $122.51K | 0.00% | Reduce |
| Franklin Resources history | Q4 2025 | 680 | $116.03K | 0.00% | Hold |
| PNC Financial Services history | Q1 2026 | 150 | $24.07K | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 186.95K sh · $34.26M
- D. E. Shaw & Co 1.66K sh · $306.28K
Fully Exited (vs previous quarter)
- Two Sigma Investments sold 64.00K sh · $10.27M
- Goldman Sachs Group sold 28.36K sh · $4.55M
- Marshall Wace sold 2.01K sh · $321.92K
- PNC Financial Services sold 150 sh · $24.07K
Fund Position History — shares by quarter (top 18 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 206.85K | 208.73K | 216.95K | 224.44K | 214.47K | 213.76K | 214.87K | 222.65K | 225.41K | 364.91K | 585.40K | 582.91K | 742.83K | 608.25K | 691.78K | 690.95K | 683.25K | 728.70K | 699.95K | 676.33K |
| Bank of America Corp | 453.04K | 447.70K | 434.15K | 398.90K | 395.75K | 382.79K | 362.81K | 339.36K | 342.50K | 391.83K | 402.50K | 404.74K | 412.49K | 578.25K | 586.75K | 615.84K | 622.34K | 684.45K | 633.51K | 500.05K |
| JPMorgan Chase & Co | 20.00K | 20.00K | 20.00K | 20.00K | 20.00K | 160.71K | 200.25K | 213.47K | 219.61K | 202.64K | 201.14K | 179.97K | 178.42K | 175.30K | 168.25K | 172.01K | 162.35K | 156.03K | — | 186.95K |
| UBS Group AG | 7.26K | 7.26K | 8.69K | 11.78K | 10.10K | 23.49K | 22.24K | 23.39K | 23.65K | 26.80K | 28.95K | 61.39K | 45.84K | 45.84K | 64.60K | 54.59K | 73.29K | 68.40K | 70.73K | 75.79K |
| Wells Fargo & Co | 6.08K | 6.08K | 5.74K | 21.23K | 20.51K | 31.92K | 27.93K | 33.42K | 29.73K | 29.64K | 29.95K | 31.86K | 31.12K | 51.20K | 53.83K | 55.28K | 57.32K | 58.44K | 59.03K | 69.19K |
| Citadel Advisors | 21.78K | 16.63K | 14.75K | 6.11K | 13.69K | — | 19.81K | 45.51K | — | — | 37.43K | 10.23K | 4.75K | 11.23K | — | 10.49K | 2.20K | 5.88K | 52.20K | 23.11K |
| Fidelity Management & Research (FMR) | 4.74K | 4.64K | 4.66K | 6.14K | 5.74K | 5.93K | 5.70K | 5.56K | 5.01K | 5.29K | 6.52K | 7.17K | 7.34K | 10.46K | 12.66K | 13.38K | 12.96K | 12.77K | 13.48K | 15.98K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 28.30K | — | — | — | 397 | 397 | 4.45K | 5.73K |
| Northern Trust Corp | 5.79K | 5.76K | 5.68K | 5.68K | 5.68K | 5.68K | 5.68K | 5.55K | 5.07K | 5.07K | 4.95K | 4.83K | 4.72K | 4.72K | 4.52K | 4.26K | 4.26K | 4.19K | 4.02K | 3.93K |
| BNY Mellon | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 2.33K | 2.86K | 3.05K | 3.20K | 2.64K |
| D. E. Shaw & Co | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.66K |
| Goldman Sachs Group | 34.88K | 11.73K | 39.19K | 36.69K | 39.33K | 13.98K | 14.30K | — | 11.75K | 11.44K | 11.16K | 3.13K | 33.29K | 36.30K | 23.65K | 23.77K | 61.38K | 55.67K | 28.36K | — |
| Two Sigma Investments | — | — | — | — | — | — | — | — | — | 20.50K | — | 17.10K | — | 42.20K | — | 40.60K | 15.90K | — | 64.00K | — |
| Citigroup Inc | — | — | 226 | 226 | 226 | 226 | — | — | — | — | 57.79K | 17.86K | — | — | — | 692 | 3.68K | 718 | — | — |
| Franklin Resources | — | — | — | — | — | — | — | — | — | — | — | — | 375 | 375 | 680 | 680 | 680 | 680 | — | — |
| Marshall Wace | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 7.02K | — | — | 2.01K | — |
| PNC Financial Services | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 150 | — |
| Renaissance Technologies | 3.10K | 7.50K | — | — | — | — | — | 2.20K | 6.90K | 13.30K | 16.70K | 25.80K | 16.00K | 14.30K | 3.50K | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details