IWX — ISHARES RUSSELL TOP 200 VALU
As of Q2 2026, 15 SEC-registered investment managers reported holding IWX (ISHARES RUSSELL TOP 200 VALU) in their latest 13F filings, with a combined reported value of $148.02M across 1.41M shares. That is +23.9% by share count (+271.46K shares) versus the previous quarter, while reported value moved +40.6%. Ownership is concentrated: the five largest holders account for 90.0% of reported value and the top ten for 97.7%.
Compared with the prior quarter, 4 opened new positions, 5 added to existing stakes, 1 trimmed, 1 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 |
|---|---|---|---|---|---|
| UBS Group AG history | Q2 2026 | 376.11K | $39.55M | 0.01% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 287.86K | $30.31M | 0.00% | New |
| Bank of America Corp history | Q2 2026 | 266.78K | $28.05M | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 200.11K | $21.04M | 0.00% | Add |
| Wells Fargo & Co history | Q2 2026 | 135.54K | $14.25M | 0.00% | Hold |
| Prudential Financial history | Q3 2024 | 82.39K | $6.70M | 0.01% | New |
| Two Sigma Investments history | Q2 2026 | 39.50K | $4.15M | 0.00% | New |
| Citigroup Inc history | Q2 2026 | 22.51K | $2.37M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 16.79K | $1.77M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 16.54K | $1.74M | 0.00% | Reduce |
| PNC Financial Services history | Q2 2026 | 12.34K | $1.30M | 0.00% | Hold |
| D. E. Shaw & Co history | Q2 2026 | 9.76K | $1.03M | 0.00% | New |
| Marshall Wace history | Q2 2026 | 9.23K | $970.31K | 0.00% | New |
| Renaissance Technologies history | Q2 2025 | 9.80K | $825.06K | 0.00% | New |
| Franklin Resources history | Q2 2026 | 6.09K | $640.95K | 0.00% | Hold |
| BlackRock Inc history | Q2 2026 | 4.21K | $443.14K | 0.00% | Hold |
| Citadel Advisors history | Q1 2026 | 4.59K | $425.45K | 0.00% | Reduce |
| AQR Capital Management history | Q2 2026 | 3.77K | $396.24K | 0.00% | Hold |
| Northern Trust Corp history | Q1 2023 | 4.05K | $263.98K | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 287.86K sh · $30.31M
- Two Sigma Investments 39.50K sh · $4.15M
- D. E. Shaw & Co 9.76K sh · $1.03M
- Marshall Wace 9.23K sh · $970.31K
Fully Exited (vs previous quarter)
- Citadel Advisors sold 4.59K sh · $425.45K
Fund Position History — shares by quarter (top 19 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS Group AG | 272.70K | 267.21K | 270.91K | 302.57K | 311.00K | 299.95K | 293.15K | 288.88K | 285.51K | 289.46K | 297.11K | 286.54K | 300.92K | 309.18K | 302.22K | 303.26K | 316.63K | 341.12K | 353.10K | 376.11K |
| JPMorgan Chase & Co | 16.81K | 16.53K | 16.16K | 15.41K | 15.26K | 39.85K | 45.72K | 44.22K | 57.48K | 203.71K | 197.88K | 176.69K | 192.58K | 225.51K | 253.06K | 274.44K | 260.94K | 261.28K | — | 287.86K |
| Bank of America Corp | 176.92K | 174.11K | 188.74K | 199.82K | 207.84K | 177.78K | 176.69K | 179.33K | 185.41K | 187.86K | 155.25K | 161.60K | 194.62K | 222.44K | 225.34K | 208.40K | 237.40K | 237.41K | 242.09K | 266.78K |
| Morgan Stanley | 120.38K | 129.10K | 120.08K | 123.53K | 121.11K | 298.56K | 163.11K | 153.93K | 141.22K | 141.01K | 145.34K | 145.20K | 174.89K | 242.02K | 192.59K | 181.52K | 184.99K | 252.20K | 195.34K | 200.11K |
| Wells Fargo & Co | 87.97K | 90.61K | 94.73K | 101.85K | 103.93K | 142.23K | 151.44K | 154.15K | 159.23K | 166.12K | 173.30K | 174.34K | 170.78K | 134.36K | 140.56K | 135.96K | 134.37K | 132.66K | 135.34K | 135.54K |
| Two Sigma Investments | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 31.00K | 21.00K | — | — | 39.50K |
| Citigroup Inc | 30.30K | 30.30K | 29.50K | 29.50K | — | — | — | — | — | — | — | — | 4.29K | 989 | — | 1.34K | 1.38K | 1.32K | 7.61K | 22.51K |
| Fidelity Management & Research (FMR) | 3.70K | 4.93K | 4.76K | 4.91K | 4.48K | 4.23K | 4.36K | 4.42K | 3.95K | 4.25K | 5.29K | 9.26K | 10.57K | 10.00K | 10.53K | 9.46K | 13.93K | 14.87K | 15.62K | 16.79K |
| Goldman Sachs Group | 106.92K | 26.52K | 3.25K | 35.26K | 23.50K | 35.59K | 50.14K | 55.05K | 55.47K | 47.32K | 16.91K | 16.43K | 15.29K | 15.29K | 15.29K | 15.58K | 31.27K | 164.47K | 155.58K | 16.54K |
| PNC Financial Services | 2.39K | 2.24K | 2.24K | 3.98K | 3.89K | 3.89K | 4.09K | 15.28K | 15.28K | 15.28K | 15.40K | 15.07K | 14.79K | 14.18K | 14.06K | 14.06K | 14.28K | 13.71K | 12.34K | 12.34K |
| D. E. Shaw & Co | — | — | — | — | — | — | — | — | — | — | — | 7.41K | — | — | — | — | — | — | — | 9.76K |
| Marshall Wace | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 9.23K |
| Franklin Resources | 6.86K | 6.62K | 6.22K | 5.35K | 5.35K | 5.35K | 5.35K | 5.35K | 5.35K | 4.57K | 2.23K | 2.23K | 2.23K | 2.23K | 10.22K | 10.22K | 8.30K | 7.89K | 6.09K | 6.09K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | 4.21K | 4.21K | 4.21K | 4.21K | 4.21K | 4.21K | 4.21K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | — | 3.77K | 3.77K | 3.77K | 3.77K | 3.77K | 3.77K | 5.86K | 3.77K | 3.77K |
| Citadel Advisors | 41.11K | 18.16K | 36.59K | 36.92K | 38.64K | 17.37K | — | 4.78K | 5.58K | 2.86K | 37.79K | 9.55K | 13.74K | 32.66K | — | 17.51K | 13.92K | 16.96K | 4.59K | — |
| Renaissance Technologies | — | 5.50K | — | — | — | — | — | 8.70K | 3.40K | 14.30K | 19.20K | 8.50K | 9.20K | — | — | 9.80K | — | — | — | — |
| Northern Trust Corp | — | — | — | — | 3.97K | 4.86K | 4.05K | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Prudential Financial | — | — | — | — | — | — | — | — | — | — | — | — | 82.39K | — | — | — | — | — | — | — |
▲ 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