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iShares Russell Top 200 Growth ETF

555 hedge funds and large institutions have $8.29B invested in iShares Russell Top 200 Growth ETF in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 195 increasing their positions, 209 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 209

4.31% less ownership

Funds ownership: 83.2%78.89% (-4.3%)

5% less funds holding

Funds holding: 587555 (-32)

17% less funds holding in top 10

Funds holding in top 10: 6554 (-11)

22% less capital invested

Capital invested by funds: $10.7B → $8.29B (-$2.39B)

28% less call options, than puts

Call options by funds: $991K | Put options by funds: $1.37M

30% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 76

Holders
555
Holders Change
-32
Holders Change %
-5.45%
% of All Funds
7.44%
Holding in Top 10
54
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.92%
% of All Funds
0.72%
New
53
Increased
195
Reduced
209
Closed
76
Calls
$991K
Puts
$1.37M
Net Calls
-$380K
Net Calls Change
-$662K
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
301
Larson Financial Group
Missouri
$683K +$230 +1 +0%
SC
302
Savant Capital
Illinois
$673K -$77.8K -338 -10%
EFS
303
Essex Financial Services
Connecticut
$657K +$93.9K +408 +15%
FFA
304
Founders Financial Alliance
North Carolina
$643K -$15.9K -69 -2%
TC
305
TownSquare Capital
Utah
$637K -$37.3K -162 -5%
MCM
306
MAI Capital Management
Ohio
$636K -$208K -902 -23%
FAIM
307
Financial Advocates Investment Management
Washington
$632K -$14.6M -63,571 -96%
AAS
308
Ameritas Advisory Services
Nebraska
$631K -$1.33M -5,786 -66%
BA
309
Ballast Advisors
Minnesota
$626K
BBHC
310
Brown Brothers Harriman & Co
New York
$624K
RFG
311
REAP Financial Group
Texas
$608K -$305K -1,327 -32%
MA
312
Montag & Associates
Georgia
$602K
BC
313
Belmont Capital
California
$601K
HCA
314
Heck Capital Advisors
Wisconsin
$599K +$654K +2,841 New
Mirae Asset Global Investments
315
Mirae Asset Global Investments
South Korea
$598K +$653K +2,840 New
LPFG
316
Landing Point Financial Group
Ohio
$596K -$225K -977 -26%
NPF
317
Norris Perne & French
Michigan
$591K
LFAS
318
Level Four Advisory Services
Texas
$586K +$920 +4 +0.1%
PA
319
Pineridge Advisors
Missouri
$585K -$93.2K -405 -13%
IFG
320
Independent Financial Group
California
$581K -$227K -986 -26%
SPC
321
Sigma Planning Corp
Michigan
$578K -$265K -1,153 -30%
Qube Research & Technologies (QRT)
322
Qube Research & Technologies (QRT)
United Kingdom
$574K +$295K +1,284 +89%
NEWAS
323
N.E.W. Advisory Services
Wisconsin
$573K +$690 +3 +0.1%
MWA
324
Merkkuri Wealth Advisors
New York
$571K +$690 +3 +0.1%
TAM
325
TCP Asset Management
Ohio
$571K -$39.1K -170 -6%

IWY Hedge Fund Activity: Q1 2025 in Review

555 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q1 2025, worth a combined $8.29B — down 22% from $10.7B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of IWY and 53 opened new positions — a net loss of 23 holders — while 209 trimmed existing stakes and 195 added.

The largest buyer was Bank of America, adding an estimated $156M. The largest seller was Envestnet Asset Management, cutting an estimated $548M.

  • 555 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q1 2025, down from 587 in Q4 2024.
  • Funds reported $8.29B of iShares Russell Top 200 Growth ETF stock for Q1 2025, down 22% quarter-over-quarter.
  • 53 funds opened new iShares Russell Top 200 Growth ETF positions in Q1 2025 and 76 closed out, a net change of -23 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q1 2025 was Bank of America, an estimated $156M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $548M sold.

Based on aggregated 13F filings for Q1 2025.