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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 %
SA
176
Sovran Advisors
California
$3.54M -$80.1K -325 -2%
BAM
177
Belpointe Asset Management
Nevada
$3.51M +$1.48M +6,004 +73%
FCA
178
Fortis Capital Advisors
Kansas
$3.51M +$1.48M +6,004 +73%
SI
179
Stephens Inc
Arkansas
$3.48M +$2.02M +8,193 +138%
RF
180
Rossby Financial
Florida
$3.43M -$117K -475 -3%
SCA
181
Stokes Capital Advisors
South Carolina
$3.43M -$321K -1,303 -9%
VWA
182
Visionary Wealth Advisors
Illinois
$3.33M -$969K -3,929 -23%
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$3.33M -$122K -494 -4%
KFG
184
Kelly Financial Group
Connecticut
$3.29M -$83.8K -340 -2%
EWA
185
EP Wealth Advisors
California
$3.24M +$2.81M +11,399 +655%
FIA
186
Foundations Investment Advisors
Arizona
$3.09M +$232K +943 +8%
GIM
187
Glenmede Investment Management
Pennsylvania
$3.07M +$3.07M +12,436 New
Corient Private Wealth
188
Corient Private Wealth
Florida
$2.96M +$1.46M +5,918 +97%
CIBC Private Wealth Group
189
CIBC Private Wealth Group
Georgia
$2.94M +$313K +1,268 +12%
CIG
190
CHB Investment Group
Pennsylvania
$2.91M +$49.3K +200 +2%
ASN
191
Advisory Services Network
Georgia
$2.9M -$73.1K -286 -2%
Rockefeller Capital Management
192
Rockefeller Capital Management
New York
$2.87M -$225K -914 -7%
Creative Planning
193
Creative Planning
Kansas
$2.84M -$518K -2,101 -15%
KP
194
Keel Point
Alabama
$2.79M -$400K -1,622 -13%
OC
195
OxenFree Capital
Florida
$2.77M -$5.42K -22 -0.2%
MCC
196
Money Concepts Capital
Florida
$2.74M -$90.2K -366 -3%
VR
197
Valued Retirements
Texas
$2.65M +$405K +1,642 +18%
CW
198
CreativeOne Wealth
Kansas
$2.63M -$508K -2,062 -16%
LAS
199
Lloyd Advisory Services
Georgia
$2.59M +$1.35M +5,457 +108%
NPAN
200
Northeast Planning Associates NH
New Hampshire
$2.54M +$99.3K +403 +4%
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