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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 %
OC
451
Oppenheimer & Co
New York
$273K +$273K +1,106 New
SP
452
Stablepoint Partners
Massachusetts
$271K +$271K +1,100 New
ACA
453
Aptus Capital Advisors
Alabama
$269K -$7.39K -30 -3%
FFO
454
Fiduciary Family Office
Florida
$263K – – –
ICM
455
Intrepid Capital Management
Florida
$262K -$199K -806 -43%
HAP
456
Harbor Asset Planning
Massachusetts
$259K +$259K +1,053 New
NQWM
457
Northwest Quadrant Wealth Management
Oregon
$253K +$247 +1 +0.1%
PA
458
Pinnacle Associates
New York
$252K – – –
PWMAG
459
Pinnacle Wealth Management Advisory Group
New Jersey
$252K – – –
AP
460
Americana Partners
Texas
$250K – – –
BPA
461
Beacon Pointe Advisors
California
$250K +$246 +1 +0.1%
GIA
462
Gladstone Institutional Advisory
Florida
$248K -$9.86K -40 -4%
OA
463
Operose Advisors
Wisconsin
$247K – – –
MWM
464
MY Wealth Management
Maryland
$246K -$9.12K -37 -4%
CWMS
465
Cannon Wealth Management Services
North Carolina
$245K – – –
VT
466
Vise Technologies
New York
$242K +$242K +983 New
Kovitz Investment Group Partners
467
Kovitz Investment Group Partners
Illinois
$240K +$240K +972 New
PA
468
Parallel Advisors
California
$239K +$9.61K +39 +4%
NFSG
469
Newbridge Financial Services Group
Florida
$237K -$7.4K -30 -3%
TFM
470
Trademark Financial Management
Minnesota
$237K -$1.48K -6 -0.6%
WA
471
Wealth Alliance
New York
$235K +$235K +954 New
PIP
472
Peachtree Investment Partners
Florida
$234K – – –
AWM
473
Aprio Wealth Management
Georgia
$233K +$233K +947 New
PSF
474
Pacific Sun Financial
California
$232K +$232K +942 New
MF
475
Manchester Financial
California
$230K +$230K +934 New
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