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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
NB
401
NBT Bank
New York
$323K
BCM
402
Bourgeon Capital Management
Connecticut
$322K +$460 +2 +0.1%
PFS
403
Prospera Financial Services
Texas
$318K +$118K +512 +52%
CIC
404
Chilton Investment Company
Connecticut
$313K
CT
405
Colonial Trust
South Carolina
$308K
MW
406
Members Wealth
Pennsylvania
$306K +$66.3K +288 +25%
PA
407
PFG Advisors
Arizona
$304K +$690 +3 +0.2%
BWA
408
BCU Wealth Advisors
Illinois
$303K +$230 +1 +0.1%
SCA
409
Sandy Cove Advisors
Massachusetts
$299K
TPWA
410
TRUE Private Wealth Advisors
Oregon
$299K +$460 +2 +0.1%
CAWM
411
Capital Advisors Wealth Management
Washington
$299K +$118K +511 +56%
GA
412
Goldstein Advisors
Wisconsin
$299K
DP
413
DDD Partners
Washington
$297K
VCP
414
Verus Capital Partners
Arizona
$297K -$18.4K -80 -5%
FA
415
Fiduciary Alliance
South Carolina
$296K -$9.2K -40 -3%
NPFS
416
Novak & Powell Financial Services
Florida
$295K +$322K +1,400 New
KFS
417
Kelly Financial Services
Massachusetts
$294K -$1.48M -6,433 -82%
SMC
418
Smith, Moore & Co
Missouri
$286K +$21.9K +95 +8%
RWA
419
Rooted Wealth Advisors
Illinois
$284K -$5.06K -22 -1%
1832 Asset Management
420
1832 Asset Management
Ontario, Canada
$284K +$44.9K +195 +17%
AFC
421
AFT Forsyth & Company
Florida
$283K -$15.9K -69 -5%
SXL
422
Summit X LLC
Missouri
$277K -$19.6K -85 -6%
CFD
423
Creative Financial Designs
Indiana
$277K -$57.7K -251 -16%
Bessemer Group
424
Bessemer Group
New Jersey
$270K
CCT
425
Chemung Canal Trust
New York
$267K -$27.1K -118 -9%

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.