iShares Russell Top 200 Value E (IWX) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling IWX?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for iShares Russell Top 200 Value E, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on IWX?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for iShares Russell Top 200 Value E.

Is institutional money flowing into IWX?

78 institutional investors hold iShares Russell Top 200 Value E (IWX). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about IWX?

Track institutional sentiment and conviction scores for iShares Russell Top 200 Value E (IWX) including Smart Money Verdict and position changes on HoldingsIntel.

iShares Russell Top 200 Value E

IWX·464289420·US·etf·Unknown - Unknown

RUS TP200 VL ETF

IWX (iShares Russell Top 200 Value E) is held by 78 institutional investors as of Q4 2025. Largest holders: TIAA TRUST, NATIONAL ASSOCIATION ($1.1B), Envestnet Portfolio Solutions, Inc. ($581.7M), ENVESTNET ASSET MANAGEMENT INC ($283.3M). Net institutional sentiment: Bullish.

Holders

Avg rating(10 Elite)

$2.7B

Total Value

69% (81)

Fund Consensus

47 buying - 21 selling

Smart Money VerdictView all

67Positive Momentum (Unconfirmed)Single Source

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See how IWX's score breaks down across 4 SEC sources

Held by 78 funds

10 elite

No recent insider, activist, or congressional trades found for this stock

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
TIAA TRUST, NATIONAL ASSOCIATION	Increased	12.3M(+1.6%)	$1.1B	2.7%	+41.34%	56
Envestnet Portfolio Solutions, Inc.	Increased	6.3M(+1.5%)	$581.7M	2.0%	+46.41%	55
ENVESTNET ASSET MANAGEMENT INC	Increased	3.1M(+3723.2%)	$283.3M	0.1%	+4.37%	50
AE Wealth Management LLC	Increased	1.1M(+3.2%)	$99.3M	0.6%	+71.85%	44
Lido Advisors, LLC	Decreased	973,669(-2.0%)	$89.3M	0.3%	+23.72%	0
Clark Capital Management Group, Inc.	New	722,045	$66.3M	0.4%	+4.01%	49
LPL Financial LLC	Increased	640,842(+654.7%)	$58.9M	0.0%	+5.87%	48
AMERIPRISE FINANCIAL INC	Increased	434,573(+30.5%)	$39.9M	0.0%	+27.03%	37
Orion Porfolio Solutions, LLC	New	361,960	$33.2M	0.2%	+4.01%	48
UBS Group AG	Increased	341,122(+7.7%)	$31.3M	0.0%	+73.74%	31
Cetera Investment Advisers	Increased	263,019(+399.7%)	$24.2M	0.0%	+6.63%	46
JPMORGAN CHASE & CO	Increased	261,280(+0.1%)	$24M	0.0%	+22.89%	28
MORGAN STANLEY	Increased	252,202(+36.3%)	$23.2M	0.0%	+20.61%	37
BANK OF AMERICA CORP /DE/	Increased	237,414(+0.0%)	$21.8M	0.0%	+22.12%	28
Waverly Advisors, LLC	Decreased	205,791(-0.9%)	$18.9M	0.2%	+23.66%	0
NewEdge Advisors, LLC	Increased	187,453(+12.6%)	$17.2M	0.1%	+44.28%	32
TRUIST FINANCIAL CORP	Decreased	179,794(-2.4%)	$16.5M	0.0%	+75.61%	0
GOLDMAN SACHS GROUP INC	Increased	164,473(+425.9%)	$15.1M	0.0%	+6.19%	45
Sanctuary Advisors, LLC	Decreased	148,901(-1.8%)	$13.7M	0.1%	+28.21%	0
RAYMOND JAMES FINANCIAL INC	Increased	136,000(+5.2%)	$12.5M	0.0%	+20.66%	29
WELLS FARGO & COMPANY/MN	Decreased	132,660(-1.3%)	$12.2M	0.0%	+50.08%	0
MML INVESTORS SERVICES, LLC	Increased	132,439(+193.8%)	$12.2M	0.0%	+10.98%	45
OSAIC HOLDINGS, INC.	Increased	113,899(+1807.2%)	$10.5M	0.0%	+4.59%	45
ROYAL BANK OF CANADA	Decreased	110,130(-4.3%)	$10.1M	0.0%	+21.99%	0
M&T BANK CORP	Increased	19,239(+304.8%)	$5.7M	0.0%	+18.29%	44
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	58,073(-3.9%)	$5.3M	0.0%	+80.21%	0
Integrated Wealth Concepts LLC	Increased	50,543(+54.5%)	$4.6M	0.1%	+33.80%	38
HighTower Advisors, LLC	Increased	50,237(+238.1%)	$4.6M	0.0%	+8.84%	43
Mariner, LLC	Decreased	50,183(-5.5%)	$4.6M	0.0%	+28.93%	0
VOYA INVESTMENT MANAGEMENT LLC	Increased	37,343(+228.7%)	$3.4M	0.0%	+9.58%	43
Private Advisor Group, LLC	Increased	33,123(+89.2%)	$3M	0.0%	+10.29%	41
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	25,852(+1.2%)	$2.4M	0.0%	+58.22%	26
Rockefeller Capital Management L.P.	Decreased	20,080(-1.0%)	$1.8M	0.0%	+59.93%	0
BROWN ADVISORY INC	New	18,412	$1.7M	0.0%	+4.01%	36
CITADEL ADVISORS LLC	Increased	16,960(+21.8%)	$1.6M	0.0%	+13.33%	31
CIBC Private Wealth Group LLC	Decreased	15,885(-1.4%)	$1.5M	0.0%	+26.73%	0
FMR LLC	Increased	14,870(+6.7%)	$1.4M	0.0%	+17.99%	27
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	13,710(-4.0%)	$1.3M	0.0%	+53.72%	0
JONES FINANCIAL COMPANIES LLLP	Increased	13,416(+1.6%)	$1.2M	0.0%	+19.70%	26
Cresset Asset Management, LLC	Increased	13,238(+18.2%)	$1.2M	0.0%	+17.08%	30
STIFEL FINANCIAL CORP	Increased	10,921(+3.0%)	$1M	0.0%	+16.30%	26
Pinnacle Financial Partners, Inc.	New	10,811	$993,276	0.0%	+4.01%	35
SCS Capital Management LLC	Unchanged	8,851	$813,044	0.0%	+19.81%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	7,956(-28.3%)	$730,838	0.0%	+21.53%	0
FRANKLIN RESOURCES INC	Decreased	7,895(-4.9%)	$725,235	0.0%	+29.92%	0
Merit Financial Group, LLC	Unchanged	7,652	$702,913	0.0%	+15.59%	0
Farther Finance Advisors, LLC	Increased	7,625(+32.1%)	$700,430	0.0%	+12.54%	31
Equitable Holdings, Inc.	Decreased	7,552(-8.7%)	$693,727	0.0%	+25.93%	0
CAPTRUST FINANCIAL ADVISORS	Unchanged	7,501	$689,042	0.0%	+36.57%	0
Quantinno Capital Management LP	Increased	7,455(+4.9%)	$684,875	0.0%	+14.99%	26
OneDigital Investment Advisors LLC	Increased	7,132(+27.8%)	$655,107	0.0%	+36.68%	31
FIFTH THIRD BANCORP	Decreased	6,664(-12.6%)	$612,155	0.0%	+58.65%	0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Increased	6,426(+1.1%)	$590,292	0.0%	+19.54%	25
AQR CAPITAL MANAGEMENT LLC	Increased	5,862(+55.6%)	$538,483	0.0%	+20.49%	34
BANK OF MONTREAL /CAN/	Increased	4,754(+1.6%)	$436,702	0.0%	+23.68%	24
BROWN BROTHERS HARRIMAN & CO	Unchanged	4,564	$419,249	0.0%	+57.69%	0
Kestra Advisory Services, LLC	Increased	4,501(+81.6%)	$413,448	0.0%	+12.15%	37
GLENMEDE TRUST CO NA	Decreased	4,399(-19.1%)	$404,092	0.0%	+48.92%	0
BlackRock, Inc.	Unchanged	4,214	$387,098	0.0%	+24.06%	0
MAI Capital Management	Unchanged	3,869	$355,407	0.0%	+59.17%	0
BLAIR WILLIAM & CO/IL	Unchanged	3,543	$325,460	0.0%	+101.52%	0
IEQ CAPITAL, LLC	New	3,277	$301,025	0.0%	+4.01%	32
Cerity Partners LLC	Increased	3,101(+17.4%)	$284,901	0.0%	+18.59%	27
US BANCORP \DE\	Increased	3,078(+247.4%)	$282,743	0.0%	+8.30%	38
1832 Asset Management L.P.	Unchanged	3,045	$279,714	0.0%	+41.49%	0
Creative Planning	Increased	2,837(+14.5%)	$260,600	0.0%	+9.29%	27
Focus Partners Wealth	Unchanged	2,785	$255,831	0.0%	+15.59%	0
Financial Engines Advisors L.L.C.	Increased	2,744(+8.7%)	$252,064	0.0%	+18.38%	25
COMERICA BANK	Unchanged	2,439	$224,047	0.0%	+15.79%	0
REGIONS FINANCIAL CORP	Unchanged	2,418	$222,117	0.0%	+15.59%	0
Steward Partners Investment Advisory, LLC	Increased	1,863(+92.5%)	$171,135	0.0%	+7.42%	36
CITIGROUP INC	Decreased	1,320(-4.0%)	$121,255	0.0%	+15.45%	0
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	New	1,182	$108,579	0.0%	+4.01%	33
Qube Research & Technologies Ltd	Decreased	492(-64.2%)	$45,195	0.0%	+15.58%	0
Allworth Financial LP	Unchanged	186	$17,086	0.0%	+24.06%	0
ASSETMARK, INC	Increased	87(+141.7%)	$7,992	0.0%	+6.45%	18
Aptus Capital Advisors, LLC	Unchanged	28	$2,572	0.0%	+19.53%	0
HRT FINANCIAL LP	New	6,009	$551	0.0%	+4.01%	15
EP Wealth Advisors, LLC	Exited	0(-100.0%)	$1.4M	0.0%	+11.13%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$340,447	0.0%	+13.25%	0
TWO SIGMA INVESTMENTS, LP	Exited	0(-100.0%)	$1.8M	0.0%	+11.13%	0

iShares Russell Top 200 Value E

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