IWY · iShares Russell Top 200 Growth ETF ETF
$289.29
+0.30 (+0.10%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 6
Total Value: $17,017,542
Total Shares: 58,556
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 6 13F filers · Δ vs Mar 31, 2026Top Holder
69.7%
+57.9 pts
Top 5
98.8%
+54.4 pts
Top 10
100.0%
+43.8 pts
HHI
5,437
Highly concentrated+4,962
Quarterly Activity
vs Mar 31, 2026
New
2
Increased
2
Decreased
1
Sold Out
629
Unchanged
1
Holder count:
-627
Institutional value:
-99.8%
Shares held:
-99.9%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | +6,090 | 13,990 | |
| Small Wellington Grp LLC | +3,085 | 40,802 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | −1,013 | 1,157 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small Kinetic Wealth Investment Advisors LLC | 699 | $203,143 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group | 694 | $201,690 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 5,073,815 | $1,262,568,124 | |
| Mid Envestnet Portfolio Solutions, Inc. | 4,738,488 | $1,179,125,353 | |
| Mega AMERIPRISE FINANCIAL INC | 3,541,861 | $881,356,689 | |
| Mega BANK OF AMERICA CORP /DE/ | 3,357,374 | $835,448,945 | |
| Mega LPL Financial LLC | 2,387,655 | $594,144,070 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small Wellington Grp LLC IWY | $11,857,877 | 69.68% | 40,802 | Shares | 2026-08-26 | |
| Mega CITADEL ADVISORS LLC IWY | $1,482,162 | 8.71% | 5,100 | Call | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC IWY | $1,304,883 | 7.67% | 4,490 | Shares | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC IWY | $1,278,728 | 7.51% | 4,400 | Put | 2026-09-02 | |
| Mid Parkside Financial Bank & Trust Bank IWY | $352,812 | 2.07% | 1,214 | Shares | 2026-09-04 | |
| Large Corient Private Wealth LLC IWY | $336,247 | 1.98% | 1,157 | Shares | 2026-08-27 | |
| Small Kinetic Wealth Investment Advisors LLC IWY | $203,143 | 1.19% | 699 | Shares | 2026-09-02 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group IWY | $201,690 | 1.19% | 694 | Shares | 2026-09-02 |