iShares Russell Top 200 Growth

IWY • ARCA

iShares Russell Top 200 Growth is an exchange-traded fund on ARCA. As of Q3 2025, 605 institutional investors hold shares in this ETF, with total holdings valued at $11.7B. TIAA TRUST, NATIONAL ASSOCIATION is the largest holder with a position valued at $1.6B.

Overview

Overview of institutional ownership in IWY as of Q3 2025

All Institutions

Institutions: 605
Value Held: $11.7B
Shares Held: 46.6M
Avg Position: $19.4M
Median Position: $970.6K

Hedge Funds

Hedge Funds: 10
Value Held: $16.7M
Shares Held: 61.0K
Avg Position: $1.7M
Median Position: $624.9K

Biggest Investors

Institutions with the largest positions in IWY as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
T TIAA TRUST, NATIONAL ASSOCIATION Institution	-	$1.6B 3.94% of portfolio	5.9M shares	Q3 2023 Held for 2y 2m	$41.2B
Envestnet Portfolio Solutions, Inc. Long Only Manager	Christopher Russell Todd CEO	$1.3B 4.89% of portfolio	4.8M shares	Q3 2023 Held for 2y 2m	$26.8B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$869.8M 0.20% of portfolio	3.2M shares	≤ Q2 2013 Held for 12y 5m+	$433.11B
L LPL Financial LLC Institution	-	$653.5M 0.19% of portfolio	2.4M shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$578.1M 0.04% of portfolio	2.1M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
Mariner Wealth Advisors, LLC RIA/Wealth	Martin Christopher Bicknell CEO	$399.7M 0.52% of portfolio	1.5M shares	Q3 2022 Held for 3y 2m	$77.3B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$363.2M 0.11% of portfolio	1.3M shares	Q4 2018 Held for 6y 11m	$341.99B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$357.5M 0.02% of portfolio	1.3M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	Wayne Michael Bloom CEO	$256.9M 0.36% of portfolio	938.9K shares	Q4 2017 Held for 7y 11m	$71.1B
F FIRST CITIZENS BANK & TRUST CO Institution	-	$252.6M 5.45% of portfolio	4.6M shares	Q2 2020 Held for 5y 5m	$4.6B

Net Capital Flow

Institutional buying and selling activity for IWY in Q3 2025

Net Flow: +$454.5M
Buyers: 231
Sellers: 218
Total Bought: +$945.3M
Total Sold: −$490.8M
Avg Position: $20.5M

Biggest Buyers

Institution	Net Bought	Current Position
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$253.6M +926.6K shares	$363.2M 1.3M shares
AMERIPRISE FINANCIAL INC Institution	+$210.9M +771.0K shares	$869.8M 3.2M shares
Cetera Investment Advisers RIA/Wealth	+$64.6M +236.0K shares	$114.1M 417.1K shares
L LPL Financial LLC Institution	+$52.4M +191.5K shares	$653.5M 2.4M shares
A Advisor Group Holdings, Inc. Institution	+$51.8M +194.3K shares	$152.0M 570.5K shares
Prosperity Consulting Group, LLC RIA/Wealth	+$32.2M +117.8K shares	$45.8M 167.3K shares
C CLS Investments, LLC Institution	+$28.8M +105.2K shares	$34.0M 124.3K shares
PRINCIPAL SECURITIES, INC. RIA/Wealth	+$25.0M +91.4K shares	$29.9M 109.1K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	+$14.3M +52.3K shares	$22.0M 80.5K shares
WELLS FARGO & COMPANY/MN Institution	+$10.8M +39.5K shares	$196.6M 718.5K shares

Biggest Sellers

Institution	Net Sold	Current Position
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	−$80.2M −293.0K shares	$410.5K 1.5K shares
Envestnet Portfolio Solutions, Inc. Long Only Manager	−$64.0M −234.0K shares	$1.3B 4.8M shares
T TIAA TRUST, NATIONAL ASSOCIATION Institution	−$43.5M −159.0K shares	$1.6B 5.9M shares
P Proficio Capital Partners LLC Family Office	−$37.0M −150.0K shares	Sold Off 0 shares
BANK OF AMERICA CORP /DE/ Institution	−$26.4M −96.4K shares	$578.1M 2.1M shares
Integrated Capital Management, LLC RIA/Wealth	−$25.6M −104.0K shares	Sold Off 0 shares
MML INVESTORS SERVICES, LLC RIA/Wealth	−$25.4M −92.8K shares	$113.0M 413.0K shares
Simplicity Wealth,LLC RIA/Wealth	−$16.0M −58.4K shares	$15.0M 54.9K shares
ING INVESTMENT MANAGEMENT LLC Insurance Manager	−$14.5M −53.0K shares	$10.0M 36.6K shares
UBS Group AG Institution	−$13.3M −48.6K shares	$121.2M 442.8K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IWY in Q3 2025

New Positions: 49
New Value: $114.7M
Exited Positions: 29
Exited Value: $94.0M

New Positions

Institution	Position Value
FIRST CITIZENS INVESTOR SERVICES, INC. RIA/Wealth	$75.4M 275.7K shares
IAG Wealth Partners, LLC RIA/Wealth	$10.2M 37.2K shares
E Equity Wealth Partners, LLC RIA/Wealth	$8.4M 30.6K shares
R RMB Capital Management, LLC RIA/Wealth	$3.2M 11.6K shares
Global View Capital Management LLC RIA/Wealth	$2.7M 10.0K shares
Ciovacco Capital Management LLC RIA/Wealth	$1.9M 6.9K shares
Mayflower Financial Advisors, LLC RIA/Wealth	$1.9M 6.9K shares
P PATTEN & PATTEN INC/TN Institution	$1.4M 5.2K shares
Advyzon Investment Management, LLC RIA/Wealth	$975.3K 3.6K shares
GATEWAY INVESTMENT ADVISERS LLC Long Only Manager	$779.1K 2.8K shares

Exited Positions

Institution	Previous Position
P Proficio Capital Partners LLC Family Office	$37.0M 150.0K shares
Integrated Capital Management, LLC RIA/Wealth	$25.6M 104.0K shares
T TABR Capital Management, LLC RIA/Wealth	$6.1M 24.9K shares
S Systelligence, LLC Institution	$6.1M 24.9K shares
Kingstone Capital Partners Texas, LLC RIA/Wealth	$5.3M 21.4K shares
Prime Buchholz LLC Fund of Funds	$3.9M 15.9K shares
VISTA INVESTMENT PARTNERS II, LLC RIA/Wealth	$1.9M 7.6K shares
L Leo Wealth, LLC Institution	$1.7M 7.0K shares
Transce3nd, LLC RIA/Wealth	$1.5M 6.1K shares
Gibbs Wealth Management RIA/Wealth	$925.2K 3.8K shares

Options Activity

Institutions with the largest Call and Put options positions in IWY as of Q3 2025

Call Positions: 4
Call Value: $1.6M
Put Positions: 2
Put Value: $738.9K

Call Positions

Institution	Position Value
B Belvedere Trading LLC Institution	$821.0K 30.0 contracts
J JANE STREET GROUP, LLC Institution	$519.9K 19.0 contracts
W WOLVERINE TRADING, LLC Institution	$299.1K 11.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	- - contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$547.3K 20.0 contracts
B Belvedere Trading LLC Institution	$191.6K 7.0 contracts

Most Committed Institutions

Institutions with IWY as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
FIRST CITIZENS INVESTOR SERVICES, INC. RIA/Wealth	David Lee Biliter President	29.16% $75.4M	275.7K shares	Q3 2025 Held for 2 months	$258.8M
First Citizens Asset Management, Inc. RIA/Wealth	Michael Christopher Wilson President	28.94% $81.1M	296.5K shares	Q4 2022 Held for 2y 11m	$280.4M
Boulay Financial Advisors, LLC RIA/Wealth	Jon James Melander Chairman	21.98% $156.6M	572.2K shares	Q2 2025 Held for 5 months	$712.4M
VICTORY FINANCIAL GROUP, LLC RIA/Wealth	Jeffrey Wayne Davidson Founder	16.68% $120.9M	441.7K shares	Q4 2024 Held for 11 months	$724.8M
Kingdom Financial Group LLC. RIA/Wealth	Steven David Fullerton President	14.59% $17.1M	62.4K shares	Q2 2023 Held for 2y 5m	$116.9M
Hidden Cove Wealth Management, LLC RIA/Wealth	Ashley Kristin Goggins CCO	14.38% $21.8M	79.5K shares	Q4 2024 Held for 11 months	$151.4M
S SOA Wealth Advisors, LLC. Institution	-	11.99% $68.9M	251.6K shares	Q4 2020 Held for 4y 11m	$574.2M
Intelligence Driven Advisers, LLC RIA/Wealth	Jason Richard Labrum CEO	10.14% $73.1M	267.3K shares	Q2 2023 Held for 2y 5m	$721.3M
HOWARD BAILEY SECURITIES, LLC RIA/Wealth	Casey Bailey Weade CEO	9.63% $23.1M	84.4K shares	Q3 2024 Held for 1y 2m	$239.8M
W WIN ADVISORS, INC RIA/Wealth	Denis Stephen Walsh President	9.48% $19.5M	71.1K shares	Q4 2023 Held for 1y 11m	$205.5M

Hedge Fund Spotlight

Discover hedge funds investing in IWY

HBK Sorce Advisory LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerMatthew Atcheson Leffers

Portfolio Value: $4.1B
Positions: 732
Last Reported: Q3 2025

Sector Allocation

Position in iShares Russell Top 200 Growth

Market Value: $600.7K
Shares Held: 2.2K
Portfolio Weight: 0.01%
Owned Since: 2024-Q4

Top Holding	Sector	Market Value	Weight
1 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$897.0M	21.96%
2 VCRB Vanguard Core Bond VCRB	ETF ETF	$680.4M	16.66%
3 Vanguard FTSE Developed Markets VEA	ETF ETF	$464.3M	11.37%

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