ISHARES RUSSELL TOP 200 GROW (IWY) Institutional Ownership Changes & 13F Activity
ISHARES RUSSELL TOP 200 GROW (IWY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Envestnet Portfolio Solutions, Inc., Two Sigma Investments, Lp, Thrivent Financial For Lutherans, and Envestnet Asset Management Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Gibbs Wealth Management | Sell | -2 | -0.1% | 3,263 | $948.29K | Q2 2026 | Oct 21, 2026 |
| Jaffetilchin Investment Partners, Llc | Sell | -31 | -2.1% | 1,463 | $425.14K | Q2 2026 | Oct 20, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -1,103,446 | -23.3% | 3,635,042 | $1.06B | Q2 2026 | Sep 23, 2026 |
| Envestnet Asset Management Inc | Sell | -77,257 | -16.2% | 399,156 | $116.00M | Q2 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Buy | +228 | +28.1% | 1,038 | $301.66K | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Buy | +60 | +0.9% | 6,616 | $1.92M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +4,490 | — | 4,490 | $1.30M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -1,013 | -46.7% | 1,157 | $336.25K | Q2 2026 | Aug 27, 2026 |
| Wellington Grp Llc | Buy | +40,802 | — | 40,802 | $11.86M | Q2 2026 | Aug 26, 2026 |
| Forefront Wealth Partners, Llc | Buy | +1,317 | — | 1,317 | $382.75K | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -695 | -13.1% | 4,613 | $1.34M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +62 | +0.3% | 18,307 | $5.32M | Q2 2026 | Aug 19, 2026 |
| Concorde Asset Management, Llc | Buy | +15,043 | — | 15,043 | $4.37M | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +1,105 | +66.4% | 2,770 | $804.93K | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Sell | -6,348 | -11.2% | 50,483 | $14.67M | Q2 2026 | Aug 17, 2026 |
| Asset Allocation Strategies Llc | Buy | +3,639 | +7.2% | 54,215 | $15.76M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +1,391 | +2.6% | 55,322 | $16.10M | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Sell | -422 | -38.2% | 682 | $198.00K | Q2 2026 | Aug 17, 2026 |
| Fsa Advisors, Inc. | Buy | +291 | +9.1% | 3,480 | $1.01M | Q2 2026 | Aug 17, 2026 |
| Proficio Capital Partners Llc | Buy | +40 | +2.6% | 1,565 | $454.82K | Q2 2026 | Aug 17, 2026 |
| Caitlin John, Llc | Sell | -35 | -36.1% | 62 | $18.02K | Q2 2026 | Aug 17, 2026 |
| Strive Financial Group ,Llc | Sell | -13 | -0.7% | 1,722 | $500.46K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +3,526,143 | — | 3,526,143 | $1.02B | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Sell | -301,200 | -99.7% | 800 | $232.50K | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Sell | -86,727 | -80.7% | 20,723 | $6.02M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +53,978 | +9.5% | 622,017 | $180.89M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +49,047 | +266.1% | 67,480 | $19.61M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +36,483 | — | 36,483 | $10.60M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +35,409 | +4.8% | 773,855 | $224.90M | Q2 2026 | Aug 14, 2026 |
| Cozad Asset Management Inc | Buy | +35,042 | — | 35,042 | $10.18M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about IWY activity
Which institutional owners are buying IWY?
Institutional owners buying IWY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in IWY activity?
"Buy" means an investor increased their reported position in IWY compared to the prior reporting period. This reflects growing exposure to ISHARES RUSSELL TOP 200 GROW (IWY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IWY increasing?
Institutional interest in IWY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.