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iShares Russell Top 200 Growth ETF (IWY) Institutional Ownership

iShares Russell Top 200 Growth ETF logo
$288.99 +3.54 (+1.24%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Russell Top 200 Growth ETF (NYSEARCA:IWY)

Number of
Institutional Buyers
(last 12 months)
415
Total
Institutional Inflows
(last 12 months)
$1.92B
Number of
Institutional Sellers
(last 12 months)
280
Total
Institutional Outflows
(last 12 months)
$841.73M
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IWY Institutional Buying and Selling by Quarter

iShares Russell Top 200 Growth ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group694$202K0.0%N/A0.001%
9/2/2026 Kinetic Wealth Investment Advisors LLC699$203K0.1%N/A0.001%
8/27/2026 Corient Private Wealth LP2,510$729K0.0%+15.7%0.004%
8/26/2026 Wellington Grp LLC40,802$11.86M3.0%+8.2%0.071%
8/23/2026 Mason & Associates LLC24,774$7.20M1.5%+257.4%0.043%
8/23/2026 Ameritas Advisory Services LLC35,016$10.18M0.2%+824.6%0.061%
8/23/2026 Aspire Capital Advisors LLC144,097$41.88M8.2%-0.8%0.252%
8/23/2026 Operose Advisors LLC2,020$587K0.1%N/A0.004%
8/23/2026 Ameliora Wealth Management Ltd.4,068$1.18M0.4%-76.4%0.007%
8/23/2026 Northeast Planning Associates INC. NH4,199$1.15M0.8%-51.3%0.007%
8/23/2026 Asset Allocation Strategies LLC59,801$16.79M2.5%+18.2%0.105%
8/22/2026 Compass Financial Management LLC316$92K0.0%N/A0.001%
8/22/2026 Arbor Wealth Management LLC AZ1,917$557K0.5%N/A0.003%
8/22/2026 MW Advisory LLC915$266K0.1%N/A0.002%
8/22/2026 Tenet Wealth Partners LLC1,980$575K0.4%N/A0.003%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC982$285K0.1%N/A0.002%
8/22/2026 Montgomery Financial Services LLC74,091$21.53M18.8%N/A0.130%
8/22/2026 SMART Wealth LLC5,515$1.60M0.3%-4.2%0.010%
8/22/2026 Comprehensive Financial Planning Inc. PA2,353$684K0.4%+41.3%0.004%
8/22/2026 Valued Retirements Inc.11,019$3.20M2.8%-9.4%0.019%
8/22/2026 Investor s Fiduciary Advisor Network LLC1,791$520K0.2%-29.5%0.003%
8/22/2026 LifePlan Investment Advisors Inc.1,802$524K0.2%+6.7%0.003%
8/22/2026 NWF Advisory Services Inc.5,962$1.73M0.2%+297.5%0.010%
8/22/2026 Concurrent Investment Advisors LLC22,834$6.13M0.1%+1,323.6%0.040%
8/21/2026 Mason & Associates Inc979$285K0.0%-15.5%0.002%
8/21/2026 Andina Capital Management LLC2,415$702K1.1%N/A0.004%
8/21/2026 Continuum Advisory LLC239$69K0.0%N/A0.000%
8/21/2026 Round Rock Advisors LLC3,807$1.11M0.1%+1.7%0.007%
8/21/2026 Resolute Advisors LLC2,277$662K0.2%N/A0.004%
8/21/2026 Secure Asset Management LLC4,474$1.30M0.2%+21.7%0.008%
8/21/2026 Investors Research Corp85,055$24.36M4.4%+3.0%0.149%
8/20/2026 Proficio Capital Partners LLC1,565$455K0.0%+2.6%0.003%
8/20/2026 Nwam LLC17,980$5.09M0.3%+6.9%0.031%
8/20/2026 Orgel Wealth Management LLC2,635$766K0.0%N/A0.005%
8/20/2026 Headlands Technologies LLC1,139$331K0.0%+34.2%0.002%
8/12/2026 Compass Financial Management LLC316$92K0.0%N/A0.001%
7/21/2026 Merit Financial Group LLC97,027$28.20M0.1%-2.5%0.167%
7/18/2026 Merit Financial Group LLC97,027$28.20M0.2%-2.5%0.167%
7/17/2026 Burns Matteson Capital Management LLC32,859$9.55M3.0%-2.3%0.057%
7/17/2026 Sequoia Financial Advisors LLC5,701$1.66M0.0%+6.1%0.010%
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7/16/2026 Independent Financial Group LLC9,719$2.83M0.1%+27.3%0.017%
7/15/2026 Cliftonlarsonallen Wealth Advisors LLC134,581$39.11M0.5%-10.6%0.231%
7/15/2026 Spire Wealth Management879$256K0.0%-87.5%0.002%
7/15/2026 Brookstone Capital Management115,100$33.45M0.3%+9.7%0.198%
7/15/2026 Wealth Enhancement Advisory Services LLC15,097$4.39M0.0%-39.8%0.026%
7/13/2026 CGC Financial Services LLC47,947$13.93M3.1%+25.3%0.082%
7/13/2026 DAVENPORT & Co LLC310,652$90.28M0.4%+40.0%0.533%
7/10/2026 Investors Research Corp81,693$23.74M4.2%-1.0%0.140%
7/10/2026 Processus Wealth & Capital Management LLC30,982$9.00M5.3%-2.9%0.053%
7/10/2026 Heck Capital Advisors LLC1,285$373K0.0%-81.2%0.002%
7/10/2026 GenWealth Group Inc.2,558$743K0.1%-16.3%0.004%
7/10/2026 Dagco Inc.4,828$1.40M0.3%N/A0.008%
7/10/2026 KMG Fiduciary Partners LLC2,362$686K0.1%+2.3%0.004%
7/10/2026 Wealthcare Advisory Partners LLC34,206$9.94M0.2%-1.6%0.059%
7/10/2026 Warner Financial Inc.809$235K0.1%N/A0.001%
7/9/2026 Key Client Fiduciary Advisors LLC2,825$821K0.2%-1.8%0.005%
7/9/2026 Tenzing Financial LLC1,226$353K0.2%N/A0.002%
7/9/2026 Focus Financial Network Inc.8,973$2.61M0.1%+1.1%0.015%
7/9/2026 Tactive Advisors LLC7,112$2.07M0.5%+3.1%0.012%
7/9/2026 OxenFree Capital LLC11,840$3.36M1.5%-5.6%0.020%
7/9/2026 Valeo Financial Advisors LLC721$209K0.0%N/A0.001%
7/9/2026 Crumly & Associates Inc.40,226$11.69M2.2%-1.9%0.069%
7/9/2026 Private Wealth Group LLC1,221$355K0.1%N/A0.002%
7/8/2026 Gradient Investments LLC16,519$4.80M0.1%+9.6%0.028%
7/8/2026 First Heartland Consultants Inc.2,582$750K0.0%-6.6%0.004%
7/8/2026 Cooper Financial Group14,671$4.26M0.4%+4.2%0.025%
7/8/2026 Apella Capital LLC2,403$682K0.0%-4.0%0.004%
7/7/2026 Post Resch Tallon Group Inc.7,613$2.21M1.5%-2.3%0.013%
7/7/2026 Dynamic Advisor Solutions LLC2,049$595K0.0%-27.5%0.004%
7/7/2026 Willner & Heller LLC749$218K0.1%N/A0.001%
7/7/2026 Avior Wealth Management LLC15,380$4.47M0.1%-3.1%0.026%
7/7/2026 Wisconsin Wealth Advisors LLC844$245K0.2%N/A0.001%
7/7/2026 CoreCap Advisors LLC2,320$674K0.0%+6.8%0.004%
6/3/2026 Parallel Advisors LLC2,763$688K0.0%+113.0%0.005%
6/3/2026 NewEdge Advisors LLC180,190$44.84M0.2%+8.7%0.305%
6/2/2026 Optiver Holding B.V.2,821$702K0.0%N/A0.005%
6/1/2026 Concorde Asset Management LLC16,192$4.03M2.0%-33.7%0.027%
6/1/2026 Keel Point LLC12,599$3.14M0.2%+11.9%0.021%
5/28/2026 Cozad Asset Management Inc.33,655$8.38M0.7%+10.9%0.057%
5/28/2026 Maripau Wealth Management LLC1,638$408K0.2%-12.8%0.003%
5/26/2026 Glenmede Trust Co. NA9,992$2.49M0.0%-5.0%0.017%
5/22/2026 Wellington Grp LLC37,717$9.39M2.9%+23.9%0.064%
5/20/2026 SOA Wealth Advisors LLC.206,948$51.50M5.5%-17.3%0.350%
5/19/2026 Western Wealth Management LLC8,833$2.20M0.1%+7.2%0.015%
5/19/2026McIlrath & Eck LLC23,663$5.89M0.4%+3.6%0.040%
5/19/2026 Cornerstone Wealth LLC TN27,574$6.86M3.9%N/A0.047%
5/19/2026 Bank of America Corp DE3,357,374$835.45M0.1%+58.6%5.686%
5/19/2026 Arkadios Wealth Advisors77,670$19.33M0.3%+1.8%0.132%
5/18/2026Sunbelt Securities Inc.213$53K0.0%-72.9%0.000%
5/18/2026 Royal Bank of Canada263,939$65.68M0.0%+3.2%0.447%
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5/18/2026Evelyn Partners Asset Management Ltd425$106K0.0%N/A0.001%
5/16/2026 Quantinno Capital Management LP3,356$835K0.0%+13.1%0.006%
5/16/2026 Family Manage LLC34,423$8.57M1.0%-31.6%0.058%
5/15/2026 Intelligence Driven Advisers LLC205,774$51.21M8.9%-17.2%0.348%
5/15/2026 Bawa N Mallick Trust8,000$1.99M0.8%-11.2%0.014%
5/15/2026 Everest Financial Group LLC27,646$6.88M1.1%+4.5%0.047%
5/15/2026 Waverly Advisors LLC113,353$28.21M0.2%+1.4%0.192%
5/14/2026 Renaissance Technologies LLC21,280$5.30M0.0%+2,433.3%0.036%
5/14/2026 Hilltop Holdings Inc.4,481$1.12M0.1%-35.9%0.008%
5/14/2026 Compound Planning Inc.23,458$5.84M0.2%+1,074.7%0.040%


IWY Institutional Ownership - Frequently Asked Questions

During the previous two years, 705 institutional investors and hedge funds held shares of iShares Russell Top 200 Growth ETF. The most heavily invested institutionals were TIAA Trust National Association ($1.63B), Envestnet Portfolio Solutions Inc. ($1.32B), First Citizens Bank & Trust Co. ($1.13B), Ameriprise Financial Inc. ($869.83M), Bank of America Corp DE ($835.45M), LPL Financial LLC ($662.06M), and Mariner LLC ($406.01M).Learn more on iShares Russell Top 200 Growth ETF's institutional investors.

Of the 629 institutional investors that purchased iShares Russell Top 200 Growth ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($3.27M), Bank of America Corp DE ($1.26M), Ameriprise Financial Inc. ($1.13M), Clark Capital Management Group Inc. ($1.07M), SVB Wealth LLC ($648.23K), Boulay Financial Advisors LLC ($603.22K), and Strategic Financial Concepts LLC ($588.16K).

Institutional investors have bought a total of 7,204,584 shares in the last 24 months. This purchase volume represents approximately $1.92B in transactions.

Of the 280 institutional investors that sold iShares Russell Top 200 Growth ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Citizens Bank & Trust Co. ($295.16K), Two Sigma Investments LP ($293K), Envestnet Portfolio Solutions Inc. ($273.21K), TIAA Trust National Association ($224.00K), Orion Porfolio Solutions LLC ($107.39K), Bank of America Corp DE ($96.40K), and UBS Group AG ($76.11K).

Institutional investors have sold a total of 3,092,000 shares in the last 24 months. This volume of shares sold represents approximately $841.73M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:IWY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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