iShares Russell Top 200 Value ETF
265 hedge funds and large institutions have $3.83B invested in iShares Russell Top 200 Value ETF in 2026 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 74 increasing their positions, 87 reducing their positions, and 21 closing their positions.
90% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 21
5% more funds holding
Funds holding: 253 → 265 (+12)
3% more capital invested
Capital invested by funds: $3.71B → $3.83B (+$118M)
0% more funds holding in top 10
Funds holding in top 10: 20 → 20 (0)
12.7% less ownership
Funds ownership: 108.82% → 96.12% (-13%)
15% less repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 87
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
+$70.1M |
| 2 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
+$8.07M |
| 3 |
WCG
Wall Capital Group
Phoenix,
Arizona
|
+$7.9M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$7.38M |
| 5 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
+$5.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
-$143M |
| 2 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$141M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$86.8M |
| 4 |
TCIIS
TIAA-CREF Individual & Institutional Services
New York
|
-$38.6M |
| 5 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$28.1M |
IWX Hedge Fund Activity: Q2 2026 in Review
265 institutional investors reported a position in iShares Russell Top 200 Value ETF (IWX) for Q2 2026, worth a combined $3.83B — up 3.2% from $3.71B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new IWX positions and 21 closed out — a net gain of 19 holders — while 74 added to existing stakes and 87 trimmed.
The largest buyer was Proficio Capital Partners, opening a new position worth an estimated $70.1M. The largest seller was First Citizens Bank & Trust, cutting an estimated $143M.
- 265 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q2 2026, up from 253 in Q1 2026.
- Funds reported $3.83B of iShares Russell Top 200 Value ETF stock for Q2 2026, up 3.2% quarter-over-quarter.
- 40 funds opened new iShares Russell Top 200 Value ETF positions in Q2 2026 and 21 closed out, a net change of +19 holders.
- The largest iShares Russell Top 200 Value ETF buyer in Q2 2026 was Proficio Capital Partners, an estimated $70.1M added.
- The largest iShares Russell Top 200 Value ETF seller in Q2 2026 was First Citizens Bank & Trust, an estimated $143M sold.
Based on aggregated 13F filings for Q2 2026.