IWX · iShares Russell Top 200 Value ETF ETF
$112.90
-0.89 (-0.78%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 3
Total Value: $340,402
Total Shares: 3,237
Institutional Ownership Trend
24 quarters
Holder Concentration
Across 3 13F filers · Δ vs Mar 31, 2026Top Holder
78.5%
−21.5 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
6,542
Highly concentrated−3,458
Quarterly Activity
vs Mar 31, 2026
New
3
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count:
+2
Institutional value:
-8.2%
Shares held:
-19.1%
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mid ANCHOR CAPITAL ADVISORS LLC | 2,540 | $267,106 | |
| Mid Parkside Financial Bank & Trust | 632 | $66,461 | |
| Small BROWN, LISLE/CUMMINGS, INC. | 65 | $6,835 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large M&T Bank Corp | 4,003 | $370,958 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mid ANCHOR CAPITAL ADVISORS LLC IWX | $267,106 | 78.47% | 2,540 | Shares | 2026-09-03 | |
| Mid Parkside Financial Bank & Trust Bank IWX | $66,461 | 19.52% | 632 | Shares | 2026-09-04 | |
| Small BROWN, LISLE/CUMMINGS, INC. IWX | $6,835 | 2.01% | 65 | Shares | 2026-09-02 |