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iShares Russell Top 200 Growth ETF
IWY

572 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 76 funds opening new positions, 205 increasing their positions, 191 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 51

41% more call options, than puts

Call options by funds: $1.67M | Put options by funds: $1.18M

22% more capital invested

Capital invested by funds: $8.29B → $10.1B (+$1.82B)

11% more funds holding in top 10

Funds holding in top 10: 54 → 60 (+6)

3% more funds holding

Funds holding: 555 → 572 (+17)

7% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 191

0.8% more ownership

Funds ownership: 78.89% → 79.69% (+0.8%)

Holders
572
Holders Change
+17
Holders Change %
+3.06%
% of All Funds
7.53%
Holding in Top 10
60
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+11.11%
% of All Funds
0.79%
New
76
Increased
205
Reduced
191
Closed
51
Calls
$1.67M
Puts
$1.18M
Net Calls
+$488K
Net Calls Change
+$868K

Top Buyers

Rank Fund Capital Flow
1
BFA
Boulay Financial Advisors
Minnesota
+$131M
2
SW
SVB Wealth
Massachusetts
+$71.8M
3
Wells Fargo
Wells Fargo
California
+$70.7M
4
PCP
Proficio Capital Partners
Massachusetts
+$33.4M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$16.1M

Top Sellers

Rank Fund Capital Flow
1
OCM
One Capital Management
California
-$36.5M
2
PS
Principal Securities
Iowa
-$32.3M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$28.9M
4
Two Sigma Investments
Two Sigma Investments
New York
-$27.9M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$21.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPFG
326
Landing Point Financial Group
Ohio
$705K +$7.57K +34 +1%
MA
327
Montag & Associates
Georgia
$704K – – –
BC
328
Belmont Capital
California
$702K – – –
OBWG
329
Onyx Bridge Wealth Group
New York
$700K +$632K +2,839 New
EFS
330
Essex Financial Services
Connecticut
$700K -$61.2K -275 -9%
PA
331
Pineridge Advisors
Missouri
$693K +$9.13K +41 +1%
NPF
332
Norris Perne & French
Michigan
$690K – – –
LFAS
333
Level Four Advisory Services
Texas
$686K +$445 +2 +0.1%
SPC
334
Sigma Planning Corp
Michigan
$677K +$1.11K +5 +0.2%
NEWAS
335
N.E.W. Advisory Services
Wisconsin
$670K +$668 +3 +0.1%
MWA
336
Merkkuri Wealth Advisors
New York
$668K +$445 +2 +0.1%
TL
337
Tradewinds LLC
North Carolina
$668K +$603K +2,710 New
TAM
338
TCP Asset Management
Ohio
$667K – – –
Financial Engines Advisors
339
Financial Engines Advisors
California
$665K +$668 +3 +0.1%
SWP
340
SIMA Wealth Partners
Virginia
$662K – – –
KCFA
341
Key Client Fiduciary Advisors
New Jersey
$652K +$24K +108 +4%
Bank of New York Mellon
342
Bank of New York Mellon
New York
$650K – – –
PWM
343
Prosperity Wealth Management
California
$649K +$20.9K +94 +4%
PFS
344
Prospera Financial Services
Texas
$645K +$247K +1,110 +74%
PWM
345
PTM Wealth Management
United States
$628K +$4.01K +18 +0.7%
BWFA
346
Baltimore-Washington Financial Advisors
Maryland
$625K -$11.2M -50,492 -95%
RFC
347
Regions Financial Corp
Alabama
$619K – – –
BlackRock
348
BlackRock
New York
$610K +$23.6K +106 +4%
AI
349
ArchPoint Investors
Florida
$604K – – –
DT
350
Diversified Trust
Tennessee
$600K – – –
12 13
14
15 16

IWY Hedge Fund Activity: Q2 2025 in Review

572 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q2 2025, worth a combined $10.1B — up 22% from $8.29B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new IWY positions and 51 closed out — a net gain of 25 holders — while 205 added to existing stakes and 191 trimmed.

The largest buyer was Boulay Financial Advisors, opening a new position worth an estimated $131M. The largest seller was One Capital Management, cutting an estimated $36.5M.

  • 572 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q2 2025, up from 555 in Q1 2025.
  • Funds reported $10.1B of iShares Russell Top 200 Growth ETF stock for Q2 2025, up 22% quarter-over-quarter.
  • 76 funds opened new iShares Russell Top 200 Growth ETF positions in Q2 2025 and 51 closed out, a net change of +25 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q2 2025 was Boulay Financial Advisors, an estimated $131M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q2 2025 was One Capital Management, an estimated $36.5M sold.

Based on aggregated 13F filings for Q2 2025.