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iShares Russell Top 200 Growth ETF (IWY) Institutional Ownership

iShares Russell Top 200 Growth ETF logo
$238.82 +1.69 (+0.71%)
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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)
303
Total
Institutional Inflows
(last 12 months)
$3.38B
Number of
Institutional Sellers
(last 12 months)
184
Total
Institutional Outflows
(last 12 months)
$624.89M
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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
1/21/2025First Citizens Bank & Trust Co.5,046,206$1.19B18.4%+0.8%10.153%
1/21/2025Stewardship Advisors LLC3,907$919K0.3%-7.4%0.008%
1/21/2025B.O.S.S. Retirement Advisors LLC44,844$10.55M2.9%+803.6%0.090%
1/21/2025Linden Thomas Advisory Services LLC1,090$256K0.0%N/A0.002%
1/21/2025Geneos Wealth Management Inc.52,360$12.32M0.4%+14.7%0.105%
1/21/2025Fifth Third Bancorp6,709$1.58M0.0%+27.1%0.013%
1/21/2025Goelzer Investment Management Inc.924$217K0.0%N/A0.002%
1/21/2025Rodgers & Associates LTD1,638$385K0.0%-6.7%0.003%
1/21/2025Sound Income Strategies LLC1,052$248K0.0%-10.6%0.002%
1/21/2025LexAurum Advisors LLC1,607$378K0.1%-16.7%0.003%
1/17/2025 New Century Financial Group LLC6,327$1.51M0.6%+447.3%0.013%
1/17/2025 Secure Asset Management LLC2,851$671K0.1%+35.9%0.006%
1/17/2025 Seros Financial LLC46,047$9.88M8.9%N/A0.093%
1/17/2025 Avior Wealth Management LLC19,602$4.61M0.2%-6.1%0.039%
1/17/2025 Mutual Advisors LLC9,575$2.24M0.1%+5.5%0.019%
1/17/2025 Janney Montgomery Scott LLC4,463$1.05M0.0%+7.7%0.009%
1/17/2025 Advisory Alpha LLC3,799$894K0.0%-7.4%0.008%
1/17/2025 West Branch Capital LLC133$31K0.0%-33.5%0.000%
1/17/2025 Beaumont Financial Advisors LLC1,076$253K0.0%-55.6%0.002%
1/17/2025 Atomi Financial Group Inc.2,888$679K0.0%-73.1%0.006%
1/16/2025 Sugar Maple Asset Management LLC19,950$4.69M3.6%-7.7%0.040%
1/16/2025 Harbor Investment Advisory LLC25,474$5.99M0.5%-1.0%0.051%
1/16/2025 Stokes Capital Advisors LLC14,732$3.47M0.9%+1.3%0.030%
1/16/2025 Financial Freedom LLC10,412$2.45M1.3%+3.0%0.021%
1/16/2025 Kelly Financial Services LLC7,827$1.84M0.5%N/A0.016%
1/15/2025 GenWealth Group Inc.3,340$786K0.2%-2.0%0.007%
1/15/2025 TruWealth Advisors LLC3,743$881K0.1%+20.6%0.008%
1/15/2025 Ameritas Advisory Services LLC8,723$2.05M0.1%+524.4%0.018%
1/15/2025 HB Wealth Management LLC975$229K0.0%N/A0.002%
1/15/2025 Arkadios Wealth Advisors5,925$1.39M0.1%+5.4%0.012%
1/15/2025 Mason & Associates LLC8,254$1.94M0.6%-2.6%0.017%
1/15/2025 Atwater Malick LLC3,955$930K0.3%+23.2%0.008%
1/15/2025 Merit Financial Group LLC79,750$18.76M0.3%+2,301.4%0.160%
1/15/2025 Wealthcare Advisory Partners LLC107,818$25.37M0.7%-1.0%0.217%
1/15/2025 KMG Fiduciary Partners LLC2,604$613K0.1%-3.2%0.005%
1/15/2025 Decker Retirement Planning Inc.4,602$1.08M0.6%N/A0.009%
1/15/2025 Certified Advisory Corp52,007$12.24M1.3%+2.7%0.105%
1/15/2025 Capital Advisors Wealth Management LLC906$213K0.0%N/A0.002%
1/15/2025 Tallon Kerry Patrick8,032$1.88M1.8%N/A0.016%
1/14/2025 BluePath Capital Management LLC917$212K0.1%-17.5%0.002%
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1/14/2025 Cliftonlarsonallen Wealth Advisors LLC251,227$59.11M1.1%-5.6%0.505%
1/14/2025 Apella Capital LLC1,203$283K0.0%N/A0.002%
1/14/2025 Richard P Slaughter Associates Inc63,558$14.95M3.3%N/A0.128%
1/14/2025 Meridian Financial Partners LLC34,259$8.06M4.3%+28.8%0.069%
1/14/2025 Park Avenue Securities LLC18,830$4.43M0.0%N/A0.038%
1/14/2025 Sovereign Financial Group Inc.7,572$1.78M0.4%+7.6%0.015%
1/14/2025 626 Financial LLC33,628$7.91M4.3%+12.7%0.068%
1/14/2025 Rosenberg Matthew Hamilton269$63K0.0%+66.0%0.001%
1/14/2025 Signal Advisors Wealth LLC7,815$1.84M0.2%+8.9%0.016%
1/13/2025 CHB Investment Group LLC12,093$2.85M1.5%-11.3%0.024%
1/13/2025 AdvisorNet Financial Inc7,733$1.82M0.2%+2.1%0.016%
1/13/2025 Future Financial Wealth Managment LLC20,559$4.84M3.5%+2.3%0.041%
1/13/2025 Wedmont Private Capital5,860$1.36M0.1%+4.4%0.012%
1/13/2025 Compton Wealth Advisory Group LLC124,542$29.30M7.6%-7.5%0.251%
1/13/2025 Brookstone Capital Management75,154$17.68M0.3%+6.4%0.151%
1/13/2025 Fiduciary Alliance LLC1,442$339K0.0%+4.7%0.003%
1/13/2025 EWG Elevate Inc.2,181$513K0.2%N/A0.004%
1/10/2025 HBW Advisory Services LLC2,506$590K0.1%+4.8%0.005%
1/10/2025 Wealth Enhancement Advisory Services LLC42,046$9.25M0.0%+0.7%0.085%
1/10/2025 Fortitude Family Office LLC5,220$1.23M0.4%N/A0.011%
1/3/2025 Integrated Capital Management LLC99,808$23.48M12.5%+4.3%0.201%
12/26/2024JPMorgan Chase & Co.44,410$9.77M0.0%+38.6%0.089%
12/16/2024SMART Wealth LLC3,008$662K0.3%+82.2%0.006%
12/13/2024B. Riley Wealth Advisors Inc.9,822$2.16M0.1%-78.1%0.020%
12/3/2024Bush Investment Group LLC103,618$22.80M18.2%-0.3%0.208%
11/27/2024Franklin Resources Inc.317$71K0.0%+17.8%0.001%
11/25/2024Synovus Financial Corp7,035$1.55M0.0%-3.0%0.014%
11/25/2024Wilmington Savings Fund Society FSB428,764$94.35M1.7%-4.1%0.863%
11/25/2024World Investment Advisors LLC25,905$5.70M0.1%-38.6%0.052%
11/25/2024Sanctuary Advisors LLC16,335$3.73M0.0%+16.5%0.033%
11/20/2024Passumpsic Savings Bank16,055$3.53M2.3%+5.4%0.032%
11/19/2024McIlrath & Eck LLC25,276$5.56M0.7%+2.8%0.051%
11/19/2024M&T Bank Corp98,488$21.67M0.1%-0.3%0.198%
11/18/2024Asset Allocation Strategies LLC44,418$9.77M2.8%-5.3%0.089%
11/18/2024Sunbelt Securities Inc.211$46K0.0%N/A0.000%
11/15/2024Valued Retirements Inc.1,664$366K0.5%N/A0.003%
11/15/2024M&T Bank Corp98,488$21.67M0.1%-0.3%0.198%
11/15/2024Continuum Advisory LLC205$47K0.0%-48.4%0.000%
11/15/2024MML Investors Services LLC560,850$123.42M0.4%-14.1%1.128%
11/15/2024Orion Portfolio Solutions LLC20,826$4.58M0.1%-93.4%0.042%
11/15/2024EP Wealth Advisors LLC1,433$315K0.0%-6.6%0.003%
11/15/2024Stifel Financial Corp15,838$3.49M0.0%-5.8%0.032%
11/15/2024Quadrature Capital Ltd4,238$932K0.0%N/A0.009%
11/15/2024IHT Wealth Management LLC6,883$1.52M0.0%+158.8%0.014%
11/15/2024Intrepid Capital Management Inc.1,891$416K0.2%-9.3%0.004%
11/15/2024Integrated Wealth Concepts LLC3,004$661K0.0%-25.3%0.006%
11/15/2024HighTower Advisors LLC165,111$36.35M0.1%-7.5%0.332%
11/15/2024Hilltop Holdings Inc.10,065$2.22M0.1%-9.0%0.020%
11/15/2024Benjamin Edwards Inc.3,191$705K0.0%+115.2%0.006%
11/14/2024TRUE Private Wealth Advisors1,414$311K0.0%-15.3%0.003%
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11/14/2024Atlantic Union Bankshares Corp496,078$109.16M6.3%+44.0%0.998%
11/14/2024Rockefeller Capital Management L.P.15,249$3.36M0.0%-1.4%0.031%
11/14/2024Hantz Financial Services Inc.158,850$34.96M0.6%+11.8%0.320%
11/14/2024Financial Counselors Inc.6,811$1.50M0.0%-2.2%0.014%
11/14/2024National Wealth Management Group LLC2,478$545K0.4%-19.1%0.005%
11/14/2024CreativeOne Wealth LLC8,726$1.92M0.1%+86.3%0.018%
11/13/2024BNP Paribas Financial Markets50,026$11.01M0.0%+25,165.7%0.101%
11/13/2024FMR LLC20,663$4.55M0.0%+5.3%0.042%
11/13/2024Bank of Montreal Can159,054$34.79M0.0%-25.9%0.320%
11/13/2024Truvestments Capital LLC320$70K0.0%N/A0.001%
(Data available from 1/1/2016 forward)

IWY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWY shares?

During the previous two years, 459 institutional investors and hedge funds held shares of iShares Russell Top 200 Growth ETF. The most heavily invested institutionals were TIAA Trust National Association ($1.35B), Envestnet Portfolio Solutions Inc. ($1.20B), First Citizens Bank & Trust Co. ($1.19B), TIAA FSB ($942.64M), Envestnet Asset Management Inc. ($611.83M), LPL Financial LLC ($414.36M), and Commonwealth Equity Services LLC ($359.36M).Learn more on IWY's institutional investors.

Which institutional investors have been buying iShares Russell Top 200 Growth ETF stock?

Of the 407 institutional investors that purchased iShares Russell Top 200 Growth ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Williams Financial LLC ($7.10M), TIAA Trust National Association ($6.37M), Envestnet Portfolio Solutions Inc. ($5.76M), Envestnet Asset Management Inc. ($5.22M), Commonwealth Equity Services LLC ($1.08M), LPL Financial LLC ($688.84K), and TIAA FSB ($625.19K).

How much institutional buying is happening at iShares Russell Top 200 Growth ETF?

Institutional investors have bought a total of 37,815,811 shares in the last 24 months. This purchase volume represents approximately $6.52B in transactions.

Which iShares Russell Top 200 Growth ETF major shareholders have been selling company stock?

Of the 247 institutional investors that sold iShares Russell Top 200 Growth ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($7.93M), Orion Portfolio Solutions LLC ($1.11M), First Citizens Bank & Trust Co. ($1.09M), Osaic Holdings Inc. ($602.88K), Truist Financial Corp ($237.73K), Envestnet Portfolio Solutions Inc. ($175.60K), and MGO One Seven LLC ($174.53K).

How much institutional selling is happening at iShares Russell Top 200 Growth ETF?

Institutional investors have sold a total of 14,302,859 shares in the last 24 months. This volume of shares sold represents approximately $2.35B in transactions.



This page (NYSEARCA:IWY) was last updated on 1/21/2025 by MarketBeat.com Staff
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