We are live on ! Find out more
IWY icon

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
CF
476
Centaurus Financial
California
$148K +$38.9K +169 +32%
MG
477
Mather Group
Illinois
$139K
CFFP
478
Center for Financial Planning
Michigan
$132K +$3.91K +17 +3%
GWSG
479
GPS Wealth Strategies Group
Colorado
$132K -$4.6K -20 -3%
EWM
480
EPG Wealth Management
Georgia
$132K +$230 +1 +0.2%
BNP Paribas Financial Markets
481
BNP Paribas Financial Markets
France
$130K +$52.9K +230 +60%
KFI
482
Key Financial Inc
Pennsylvania
$127K
BFPW
483
BOK Financial Private Wealth
Colorado
$120K
BTI
484
Blue Trust Inc
Georgia
$116K
ST
485
Smithfield Trust
Pennsylvania
$113K +$123K +535 New
FWA
486
FSC Wealth Advisors
New York
$111K +$230 +1 +0.2%
RWM
487
Rialto Wealth Management
New York
$105K
MHR
488
Matthew Hamilton Rosenberg
$98.7K +$45.8K +199 +74%
BCMLT
489
Beacon Capital Management LLC (Tennessee)
Tennessee
$94.9K +$92K +400 +800%
FDCDDQ
490
Federation des caisses Desjardins du Quebec
Quebec, Canada
$91.3K
MPWT
491
MassMutual Private Wealth & Trust
Connecticut
$88.4K -$115K -499 -54%
FW
492
Fairway Wealth
Ohio
$87.8K
CTWM
493
Cherry Tree Wealth Management
Minnesota
$87.5K
ADL
494
Asset Dedication LLC
California
$86.5K -$32.2K -140 -25%
CUAMC
495
China Universal Asset Management Company
China
$82.5K
MSWA
496
Marshall & Sterling Wealth Advisors
New York
$82.3K
CMA
497
Cedar Mountain Advisors
Oregon
$78.3K +$67.6K +294 +382%
HPC
498
HM Payson & Co
Maine
$76.6K
CAWM
499
Capital A Wealth Management
Pennsylvania
$70.5K -$14.5K -63 -16%
Franklin Resources
500
Franklin Resources
California
$66.9K

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.