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iShares Russell Top 200 Growth ETF

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: 5460 (+6)

3% more funds holding

Funds holding: 555572 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
51
Aspire Capital Advisors
Washington
$28.6M +$844K +3,790 +3%
SW
52
Simplicity Wealth
New Jersey
$27.9M +$12.4M +55,913 +98%
PIA
53
Perennial Investment Advisors
California
$27.5M +$2.78M +12,511 +13%
WA
54
Waverly Advisors
Alabama
$27.5M -$120K -539 -0.5%
ICMM
55
Integrated Capital Management (Michigan)
Michigan
$26.3M +$669K +3,005 +3%
VA
56
Valmark Advisers
Ohio
$25.6M +$414K +1,862 +2%
M&T Bank
57
M&T Bank
New York
$25.3M -$151K -677 -0.7%
HBS
58
Howard Bailey Securities
Indiana
$25.1M +$940K +4,223 +4%
Jones Financial Companies
59
Jones Financial Companies
Missouri
$24.1M +$5.26M +23,622 +32%
BCM
60
Brookstone Capital Management
Illinois
$23.3M +$2.79M +12,512 +15%
BIG
61
Bush Investment Group
Georgia
$22.6M -$2.49M -11,182 -11%
KAS
62
Kestra Advisory Services
Texas
$22.3M +$2.46M +11,035 +14%
VOYA Investment Management
63
VOYA Investment Management
Georgia
$22.1M +$11.8M +53,107 +146%
MFG
64
Merit Financial Group
Georgia
$21M -$952K -4,277 -5%
TAM
65
Titleist Asset Management
Texas
$20.6M +$3.86M +17,331 +26%
FFS
66
Fischer Financial Services
Pennsylvania
$20.5M +$739K +3,321 +4%
WAP
67
Wealthcare Advisory Partners
Pennsylvania
$19.9M +$9.91M +44,504 +123%
FPCG
68
Forum Private Client Group
Indiana
$19.5M +$2.34M +10,533 +15%
IRC
69
Investors Research Corp
Georgia
$19.2M +$1.16M +5,214 +7%
HCWM
70
Hidden Cove Wealth Management
Washington
$18.8M -$28.9K -130 -0.2%
JF
71
JSF Financial
California
$18.3M +$1.22M +5,467 +8%
JP Morgan Chase
72
JP Morgan Chase
New York
$17.7M -$865K -3,884 -5%
FCM
73
Family Capital Management
Michigan
$15.6M +$436K +1,960 +3%
OCM
74
One Capital Management
California
$15.3M -$36.5M -164,149 -73%
SFPG
75
Stonebridge Financial Planning Group
Florida
$15.2M -$450K -2,023 -3%

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.