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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

559 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 74 funds opening new positions, 198 increasing their positions, 192 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
+10
Holders Change %
+1.82%
% of All Funds
7.5%
Holding in Top 10
58
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.41%
% of All Funds
0.78%
New
74
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
$167M
4
PCP
Proficio Capital Partners
Massachusetts
$37M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$1.5B

Top Sellers

1
OCM
One Capital Management
California
$15.3M
2
PS
Principal Securities
Iowa
$4.35M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$6.96M
4
Two Sigma Investments
Two Sigma Investments
New York
$72.6M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$1.24B
Name Holding Trade Value Shares
Change 		Shares
Change %
HT
351
Headlands Technologies
Illinois
$548K +$542K +2,200 +8,800%
CAL
352
Capital Analysts LLC
Pennsylvania
$544K +$1.97K +8 +0.4%
HSA
353
HBK Sorce Advisory
Pennsylvania
$543K -$10.4K -42 -2%
BFA
354
Beacon Financial Advisory
Ohio
$541K – – –
FHA
355
Flagship Harbor Advisors
Massachusetts
$537K +$247 +1 +0%
PWP
356
Prasad Wealth Partners
Ohio
$527K +$246 +1 +0%
FPWM
357
FSB Premier Wealth Management
Iowa
$524K -$740 -3 -0.1%
RWP
358
Revolve Wealth Partners
New Jersey
$524K – – –
MCM
359
MidAtlantic Capital Management
Virginia
$523K – – –
CIBC World Market
360
CIBC World Market
Ontario, Canada
$519K -$6.9K -28 -1%
MWM
361
Maripau Wealth Management
Indiana
$500K -$22.7K -92 -4%
MCWS
362
McKinley Carter Wealth Services
West Virginia
$499K -$18K -73 -3%
AFP
363
Alpha Financial Partners
Kentucky
$498K – – –
FAIM
364
Financial Advocates Investment Management
Washington
$497K -$241K -979 -33%
BWMG
365
Barnes Wealth Management Group
California
$495K +$8.38K +34 +2%
TCWM
366
Total Clarity Wealth Management
Illinois
$493K -$89.7K -364 -15%
GA
367
Guerra Advisors
Florida
$491K -$15.3K -62 -3%
CF
368
Cyr Financial
Illinois
$478K -$53K -215 -10%
Bank of Montreal
369
Bank of Montreal
Ontario, Canada
$473K -$30.1K -122 -6%
CAWM
370
Capital Advisors Wealth Management
Washington
$473K +$124K +502 +35%
HT
371
Heritage Trust
Oklahoma
$468K -$7.4K -30 -2%
TSWM
372
Tyler-Stone Wealth Management
Ohio
$462K -$75.4K -306 -14%
EWM
373
Evolution Wealth Management
Florida
$457K +$457K +1,852 New
Nomura Asset Management
374
Nomura Asset Management
Japan
$454K – – –
WIC
375
Woodmont Investment Counsel
Tennessee
$454K +$13.3K +54 +3%
13 14
15
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