iShares Russell Top 200 Value ETF
254 hedge funds and large institutions have $3.71B invested in iShares Russell Top 200 Value ETF in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 85 reducing their positions, and 16 closing their positions.
113% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 16
5% more funds holding in top 10
Funds holding in top 10: 19 → 20 (+1)
5% more funds holding
Funds holding: 242 → 254 (+12)
0.49% less ownership
Funds ownership: 109.36% → 108.87% (-0.49%)
7% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 85
12% less capital inflows, than outflows
Capital inflows: $1.1B | Capital outflows: $1.25B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$26.9M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$14.2M |
| 3 |
RPSA
Richard P. Slaughter Associates
Austin,
Texas
|
+$7.33M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$6.02M |
| 5 |
OCM
One Capital Management
Westlake Village,
California
|
+$5.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$1.14B |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$39M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$7.56M |
| 4 |
LPL Financial
San Diego,
California
|
-$5.87M |
| 5 |
Morgan Stanley
New York
|
-$5.41M |
IWX Hedge Fund Activity: Q1 2026 in Review
254 of the 8,210 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q1 2026, worth a combined $3.71B — down 4% from $3.87B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new IWX positions and 16 closed out — a net gain of 18 holders — while 79 added to existing stakes and 85 trimmed.
The largest buyer was Lloyd Advisory Services, adding an estimated $26.9M. The largest seller was TIAA Trust, National Association, cutting an estimated $1.14B.
- 254 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q1 2026, up from 242 in Q4 2025.
- Funds reported $3.71B of iShares Russell Top 200 Value ETF stock for Q1 2026, down 4% quarter-over-quarter.
- 34 funds opened new iShares Russell Top 200 Value ETF positions in Q1 2026 and 16 closed out, a net change of +18 holders.
- The largest iShares Russell Top 200 Value ETF buyer in Q1 2026 was Lloyd Advisory Services, an estimated $26.9M added.
- The largest iShares Russell Top 200 Value ETF seller in Q1 2026 was TIAA Trust, National Association, an estimated $1.14B sold.
Based on aggregated 13F filings for Q1 2026.