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iShares Russell Top 200 Growth ETF (IWY) Institutional Ownership

iShares Russell Top 200 Growth ETF logo
$283.39 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares Russell Top 200 Growth ETF (NYSEARCA:IWY)

Number of
Institutional Buyers
(last 12 months)
452
Total
Institutional Inflows
(last 12 months)
$2.38B
Number of
Institutional Sellers
(last 12 months)
305
Total
Institutional Outflows
(last 12 months)
$1.04B
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IWY Institutional Buying and Selling by Quarter

iShares Russell Top 200 Growth ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026Parallel Advisors LLC2,763$688K0.0%+113.0%0.005%
6/3/2026NewEdge Advisors LLC180,190$44.84M0.2%+8.7%0.305%
6/2/2026Optiver Holding B.V.2,821$702K0.0%N/A0.005%
6/1/2026Concorde Asset Management LLC16,192$4.03M2.0%-33.7%0.027%
6/1/2026Keel Point LLC12,599$3.14M0.2%+11.9%0.021%
5/28/2026Cozad Asset Management Inc.33,655$8.38M0.7%+10.9%0.057%
5/28/2026Maripau Wealth Management LLC1,638$408K0.2%-12.8%0.003%
5/26/2026Glenmede Trust Co. NA9,992$2.49M0.0%-5.0%0.017%
5/22/2026Wellington Grp LLC37,717$9.39M2.9%+23.9%0.064%
5/20/2026SOA Wealth Advisors LLC.206,948$51.50M5.5%-17.3%0.350%
5/19/2026Western Wealth Management LLC8,833$2.20M0.1%+7.2%0.015%
5/19/2026McIlrath & Eck LLC23,663$5.89M0.4%+3.6%0.040%
5/19/2026Cornerstone Wealth LLC TN27,574$6.86M3.9%N/A0.047%
5/19/2026Bank of America Corp DE3,357,374$835.45M0.1%+58.6%5.686%
5/19/2026Arkadios Wealth Advisors77,670$19.33M0.3%+1.8%0.132%
5/18/2026Sunbelt Securities Inc.213$53K0.0%-72.9%0.000%
5/18/2026Royal Bank of Canada263,939$65.68M0.0%+3.2%0.447%
5/18/2026Evelyn Partners Asset Management Ltd425$106K0.0%N/A0.001%
5/16/2026Quantinno Capital Management LP3,356$835K0.0%+13.1%0.006%
5/16/2026Family Manage LLC34,423$8.57M1.0%-31.6%0.058%
5/15/2026Intelligence Driven Advisers LLC205,774$51.21M8.9%-17.2%0.348%
5/15/2026Bawa N Mallick Trust8,000$1.99M0.8%-11.2%0.014%
5/15/2026Everest Financial Group LLC27,646$6.88M1.1%+4.5%0.047%
5/15/2026Waverly Advisors LLC113,353$28.21M0.2%+1.4%0.192%
5/14/2026Renaissance Technologies LLC21,280$5.30M0.0%+2,433.3%0.036%
5/14/2026Hilltop Holdings Inc.4,481$1.12M0.1%-35.9%0.008%
5/14/2026Compound Planning Inc.23,458$5.84M0.2%+1,074.7%0.040%
5/14/2026Gibbs Wealth Management3,265$812K0.1%N/A0.006%
5/14/2026Lido Advisors LLC426,268$106.07M0.3%-7.1%0.722%
5/13/2026Cetera Investment Advisers373,839$93.03M0.1%+4.4%0.633%
5/13/2026Envision Financial Transparency LLC22,476$5.59M5.4%N/A0.038%
5/13/2026Arvest Bank Trust Division1,577$392K0.0%N/A0.003%
5/13/2026First Citizens Bank & Trust Co.4,522,656$1.13B19.6%-0.6%7.659%
5/8/2026Pacific Sun Financial Corp1,051$262K0.1%+12.2%0.002%
5/8/2026PNC Financial Services Group Inc.14,226$3.54M0.0%+2.1%0.024%
5/8/2026Cassaday & Co Wealth Management LLC615$153K0.0%N/A0.001%
5/8/2026JSF Financial LLC78,861$19.62M3.8%+13.2%0.134%
5/7/2026Florida Financial Advisors LLC13,131$3.27M0.8%+1.6%0.022%
5/7/2026Symphony Financial Services Inc.21,771$5.42M2.8%-4.9%0.037%
5/7/2026Parallel Advisors LLC2,763$688K0.0%+113.0%0.005%
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5/7/2026Hershey Financial Advisers LLC2,016$502K0.4%N/A0.003%
5/6/2026FSA Advisors Inc.3,189$794K0.5%N/A0.005%
5/6/2026Assetmark Inc.827$206K0.0%-24.9%0.001%
5/6/2026Main Street Group LTD141$35K0.0%N/A0.000%
5/6/2026Bessemer Group Inc.772$193K0.0%+20.4%0.001%
5/6/2026Allspring Global Investments Holdings LLC214$54K0.0%N/A0.000%
5/6/2026Independent Financial Group LLC7,635$1.90M0.1%N/A0.013%
5/6/2026Prosperity Consulting Group LLC292,068$72.68M3.2%+45.6%0.495%
5/5/2026Rockport Wealth LLC1,150$286K0.1%-76.3%0.002%
5/5/2026Bank of New York Mellon Corp4,040$1.01M0.0%+1.7%0.007%
5/5/2026Milestone Investment Advisors LLC21,348$5.31M1.3%+0.7%0.036%
5/5/2026Seros Financial LLC4,137$1.03M0.7%-90.1%0.007%
5/5/2026Geneos Wealth Management Inc.4,367$1.09M0.0%-80.0%0.007%
5/5/2026Sanctuary Advisors LLC39,938$9.94M0.1%+46.2%0.068%
5/5/2026Sigma Planning Corp3,666$912K0.0%+5.5%0.006%
5/5/2026Nwam LLC16,822$4.19M0.2%+3.7%0.028%
5/4/2026Bryn Mawr Trust Advisors LLC258,769$64.39M3.1%-1.6%0.438%
5/4/2026HBW Advisory Services LLC1,686$419K0.0%-3.0%0.003%
5/4/2026NWF Advisory Services Inc.1,500$373K0.0%+8.9%0.003%
5/4/2026Principal Financial Group Inc.23,384$5.82M0.0%+63.3%0.040%
5/2/2026Valmark Advisers Inc.105,934$26.36M0.3%+3.3%0.179%
5/1/2026Midwest Trust Co8,405$2.09M0.0%+10.8%0.014%
5/1/2026Fifth Third Bancorp18,278$4.55M0.0%+242.9%0.031%
5/1/2026Sovran Advisors LLC15,451$3.85M0.3%+4.4%0.026%
5/1/2026American Trust2,441$607K0.1%+4.7%0.004%
5/1/2026Darwin Wealth Management LLC2,864$713K0.2%-12.3%0.005%
5/1/2026Simplicity Wealth LLC64,138$15.96M0.9%+7.7%0.109%
5/1/2026Sequoia Financial Advisors LLC5,372$1.34M0.0%-0.9%0.009%
4/30/2026Financial Freedom LLC14,041$3.49M1.7%-5.0%0.024%
4/30/2026Kestra Advisory Services LLC100,503$25.01M0.1%+6.4%0.170%
4/30/2026Money Concepts Capital Corp8,439$2.10M0.1%-6.0%0.014%
4/30/2026Cahaba Wealth Management Inc.3,722$926K0.1%+7.9%0.006%
4/30/2026IAG Wealth Partners LLC42,383$10.55M1.2%+14.2%0.072%
4/29/2026 KERR FINANCIAL PLANNING Corp4,606$1.15M1.5%+4.0%0.008%
4/29/2026Horst & Graben Wealth Management LLC58,824$14.64M2.1%+2.3%0.100%
4/29/2026Centerpoint Advisory Group865$215K0.2%+13.1%0.001%
4/29/2026Fischer Financial Services Inc.85,244$21.21M7.1%+1.9%0.144%
4/29/2026Kiley Juergens Wealth Management LLC1,305$325K0.1%N/A0.002%
4/28/2026FLP Wealth Management LLC6,856$1.71M2.8%+13.9%0.012%
4/28/2026Stephens Inc. AR20,335$5.06M0.1%-4.3%0.034%
4/28/2026B.O.S.S. Retirement Advisors LLC11,576$2.88M0.9%-11.7%0.020%
4/28/2026Berger Financial Group Inc22,040$5.48M0.3%+3.9%0.037%
4/28/2026WBH Advisory Inc.6,523$1.64M0.1%+4.9%0.011%
4/28/2026QRG Capital Management Inc.810$202K0.0%N/A0.001%
4/27/2026Arcadia Wealth Management LLC8,022$2.00M0.7%-1.8%0.014%
4/27/2026HB Wealth Management LLC1,627$405K0.0%+21.3%0.003%
4/27/2026PFG Investments LLC19,680$4.90M0.2%N/A0.033%
4/27/2026Baer Investment Advisory LLC462,598$115.11M14.1%N/A0.783%
4/27/2026World Investment Advisors5,351$1.33M0.0%-71.1%0.009%
4/27/2026Private Advisor Group LLC50,738$12.63M0.1%+26.0%0.086%
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4/27/2026Y Intercept Hong Kong Ltd1,557$387K0.0%N/A0.003%
4/25/2026Able Wealth Management LLC3,135$780K0.2%-37.2%0.005%
4/24/2026Capital Asset Advisory Services LLC29,063$7.23M0.3%+2.6%0.049%
4/24/2026Prospect Financial Services LLC3,208$798K0.5%-14.9%0.005%
4/24/2026Essex Financial Services Inc.3,175$790K0.0%+5.2%0.005%
4/24/2026James Investment Research Inc.997$248K0.0%-7.4%0.002%
4/24/2026Whelan Financial9,672$2.41M0.7%-0.9%0.016%
4/24/2026Key Financial Inc564$140K0.0%+131.1%0.001%
4/24/2026Harbor Investment Advisory LLC29,391$7.31M0.6%+0.5%0.050%
4/24/2026SMART Wealth LLC5,758$1.43M0.4%+12.7%0.010%


IWY Institutional Ownership - Frequently Asked Questions

During the previous two years, 702 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 623 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: Williams Financial LLC ($6.99M), Envestnet Asset Management Inc. ($3.49M), Bank of America Corp DE ($1.26M), Ameriprise Financial Inc. ($1.13M), Clark Capital Management Group Inc. ($1.07M), Strategic Financial Concepts LLC ($808.99K), and SVB Wealth LLC ($707.28K).

Institutional investors have bought a total of 9,108,437 shares in the last 24 months. This purchase volume represents approximately $2.38B in transactions.

Of the 305 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. ($385.71K), Envestnet Portfolio Solutions Inc. ($369.39K), Two Sigma Investments LP ($293K), TIAA Trust National Association ($224.00K), Truist Financial Corp ($137.93K), Thrivent Financial for Lutherans ($130.68K), and Orion Porfolio Solutions LLC ($111.35K).

Institutional investors have sold a total of 3,904,937 shares in the last 24 months. This volume of shares sold represents approximately $1.04B in transactions.



This page (NYSEARCA:IWY) was last updated on 7/5/2026 by MarketBeat.com Staff.
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