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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

560 hedge funds and large institutions have $10.1B invested in iShares Russell Top 200 Growth ETF in 2025 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 198 increasing their positions, 192 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
560
Holders Change
+11
Holders Change %
+2%
% of All Funds
7.51%
Holding in Top 10
58
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.41%
% of All Funds
0.78%
New
75
Increased
198
Reduced
192
Closed
50
Calls
$1.67M
Puts
$1.18M
Net Calls
+$488K
Net Calls Change
+$868K

Top Buyers

1
BFA
Boulay Financial Advisors
Minnesota
+$210M
2
SW
SVB Wealth
Massachusetts
+$79.5M
3
Wells Fargo
Wells Fargo
California
+$78.3M
4
PCP
Proficio Capital Partners
Massachusetts
+$37M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$17.8M

Top Sellers

1
OCM
One Capital Management
California
-$40.5M
2
PS
Principal Securities
Iowa
-$35.8M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$32M
4
Two Sigma Investments
Two Sigma Investments
New York
-$30.9M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$23.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
226
Synovus Financial
Georgia
$1.91M +$173K +701 +10%
SFG
227
Sovereign Financial Group
Connecticut
$1.89M -$82.1K -333 -4%
MWM
228
Meridian Wealth Management
Kentucky
$1.88M -$13.8K -56 -0.7%
VIPI
229
Vista Investment Partners II
Indiana
$1.88M +$1.3M +5,272 +224%
MT
230
Midwest Trust
Kansas
$1.87M +$1.87M +7,600 New
SWM
231
Spire Wealth Management
Virginia
$1.87M -$144K -585 -7%
SAI
232
Savvy Advisors Inc
New York
$1.86M -$22.2K -90 -1%
CPG
233
Cornerstone Planning Group
New Jersey
$1.84M -$27.1K -107 -1%
NEPWA
234
New England Private Wealth Advisors
Massachusetts
$1.84M +$1.79K +7 +0.1%
MAV
235
Mason & Associates (Virginia)
Virginia
$1.83M -$986 -4 -0.1%
IWM
236
IHT Wealth Management
Illinois
$1.83M -$934K -3,788 -34%
AWS
237
Atria Wealth Solutions
New York
$1.82M -$4.08M -16,551 -69%
SAG
238
SageView Advisory Group
California
$1.79M -$8.96K -35 -0.5%
SMAM
239
Sugar Maple Asset Management
Wisconsin
$1.78M -$2.73M -11,080 -61%
IC
240
Inscription Capital
Texas
$1.76M +$1.76M +7,128 New
HH
241
Hilltop Holdings
Texas
$1.74M -$234K -949 -12%
LWL
242
Leo Wealth LLC
Texas
$1.73M +$1.73M +7,032 New
HCA
243
Heck Capital Advisors
Wisconsin
$1.73M +$1.02M +4,157 +146%
JIC
244
Johnson Investment Counsel
Ohio
$1.67M +$1.07M +4,338 +177%
VFPW
245
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.67M -$32.8K -133 -2%
WCP
246
Wick Capital Partners
Pennsylvania
$1.65M +$789K +6,132 +92%
TA
247
Tactive Advisors
Florida
$1.57M +$1.57M +6,385 New
PTC
248
Private Trust Company
Ohio
$1.54M +$246K +997 +19%
T
249
Transce3nd
Texas
$1.51M +$202K +820 +15%
CAS
250
Coppell Advisory Solutions
Texas
$1.49M +$1.49M +6,094 New
8 9
10
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