§ EQUITY
USDIWX
ISHARES RUSSELL TOP 200 VALU
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
111 increased/new, 92 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 10.2M | 3.6% | n/a |
| Envestnet Portfolio Solutions, Inc. | 6.3M | 3.2% | −1% |
| FIRST CITIZENS BANK & TRUST CO | 5.9M | 11.6% | −1% |
| ENVESTNET ASSET MANAGEMENT INC | 2.7M | 0.1% | −13% |
| AE Wealth Management LLC | 1.1M | 0.6% | +2% |
| Lido Advisors, LLC | 967K | 0.3% | −1% |
◇ AC INTELLIGENCE
Top institutional owners for IWX as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER78.4% · 217 holders
DEALER / BANK19.2% · 21 holders
QUALITY / COMPOUNDER2.1% · 7 holders
INCOME / DEFENSIVE0.1% · 3 holders
SYSTEMATIC / QUANT0.1% · 2 holders
PASSIVE / INDEX0.0% · 2 holders
TACTICAL / MACRO0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for IWX in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention IWX yet.