IWY — ISHARES RUSSELL TOP 200 GROW
Reported value held$1.85B
Funds holding (latest)25
Sector—
Funds holding (Q2 2026)21
Institutional value$1.84B · 6.34M sh
New / Add / Cut / Exit3 / 7 / 7 / 0
Top-5 / Top-10 concentration95.4% / 99.2%
Institutional holdings change
Accumulating +0.3%
(+17.38K sh)
Institutional value change
Up +17.1%
As of Q2 2026, 21 SEC-registered investment managers reported holding IWY (ISHARES RUSSELL TOP 200 GROW) in their latest 13F filings, with a combined reported value of $1.84B across 6.34M shares. That is +0.3% by share count (+17.38K shares) versus the previous quarter, while reported value moved +17.1%. Ownership is concentrated: the five largest holders account for 95.4% of reported value and the top ten for 99.2%.
Compared with the prior quarter, 3 opened new positions, 7 added to existing stakes, 7 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 21 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 3.37M | $979.91M | 0.07% | Hold |
| Morgan Stanley history | 1.35M | $393.43M | 0.02% | Hold |
| Wells Fargo & Co history | 773.86K | $224.90M | 0.04% | Add |
| UBS Group AG history | 424.65K | $123.41M | 0.02% | Reduce |
| Principal Global Investors history | 118.15K | $34.34M | 0.02% | Add |
| JPMorgan Chase & Co history | 103.60K | $29.59M | 0.00% | New |
| Goldman Sachs Group history | 67.48K | $19.61M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 32.69K | $9.50M | 0.00% | Add |
| D. E. Shaw & Co history | 27.72K | $8.06M | 0.00% | New |
| Citadel Advisors history | 13.99K | $4.07M | 0.00% | Add |
| PNC Financial Services history | 13.49K | $3.92M | 0.00% | Reduce |
| Renaissance Technologies history | 10.16K | $2.95M | 0.00% | Reduce |
| AQR Capital Management history | 6.94K | $2.02M | 0.00% | Add |
| Deutsche Bank AG history | 4.73K | $1.38M | 0.00% | Reduce |
| Northern Trust Corp history | 4.02K | $1.17M | 0.00% | Reduce |
| BNY Mellon history | 3.80K | $1.10M | 0.00% | Reduce |
| BlackRock Inc history | 3.63K | $1.06M | 0.00% | Hold |
| Invesco Ltd history | 1.19K | $347.00K | 0.00% | New |
| Citigroup Inc history | 822 | $238.89K | 0.00% | Add |
| Two Sigma Investments history | 800 | $232.50K | 0.00% | Reduce |
| Franklin Resources history | 131 | $38.07K | 0.00% | Hold |
Q1 2026 — 18 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 3.36M | $835.45M | 0.06% | Add |
| Morgan Stanley history | 1.35M | $337.06M | 0.02% | Add |
| Wells Fargo & Co history | 738.45K | $183.75M | 0.04% | Add |
| UBS Group AG history | 426.83K | $106.21M | 0.02% | Add |
| Two Sigma Investments history | 302.00K | $75.15M | 0.06% | Add |
| Fidelity Management & Research (FMR) history | 32.00K | $7.96M | 0.00% | Add |
| Principal Global Investors history | 23.38K | $5.82M | 0.00% | Add |
| Renaissance Technologies history | 21.28K | $5.30M | 0.01% | Add |
| Goldman Sachs Group history | 18.43K | $4.59M | 0.00% | Reduce |
| PNC Financial Services history | 14.23K | $3.54M | 0.00% | Add |
| Citadel Advisors history | 7.90K | $1.97M | 0.00% | Add |
| AQR Capital Management history | 6.30K | $1.57M | 0.00% | Add |
| Deutsche Bank AG history | 5.30K | $1.32M | 0.00% | Reduce |
| Northern Trust Corp history | 4.09K | $1.02M | 0.00% | Add |
| BNY Mellon history | 4.04K | $1.01M | 0.00% | Add |
| BlackRock Inc history | 3.63K | $904.42K | 0.00% | Add |
| Franklin Resources history | 131 | $32.60K | 0.00% | Hold |
| Citigroup Inc history | 117 | $29.11K | 0.00% | Add |
Q4 2025 — 19 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 2.12M | $586.14M | 0.04% | Hold |
| Morgan Stanley history | 1.32M | $366.18M | 0.02% | Add |
| Wells Fargo & Co history | 719.98K | $199.39M | 0.04% | Hold |
| UBS Group AG history | 415.35K | $115.03M | 0.02% | Reduce |
| Two Sigma Investments history | 269.24K | $74.56M | 0.11% | Add |
| Goldman Sachs Group history | 101.94K | $28.23M | 0.00% | Add |
| JPMorgan Chase & Co history | 77.31K | $21.41M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 29.64K | $8.21M | 0.00% | Add |
| Principal Global Investors history | 14.32K | $3.97M | 0.00% | Hold |
| PNC Financial Services history | 13.93K | $3.86M | 0.00% | Reduce |
| Deutsche Bank AG history | 5.36K | $1.48M | 0.00% | Reduce |
| AQR Capital Management history | 4.42K | $1.22M | 0.00% | Reduce |
| Citadel Advisors history | 4.20K | $1.16M | 0.00% | Reduce |
| BNY Mellon history | 3.97K | $1.10M | 0.00% | Add |
| Northern Trust Corp history | 3.83K | $1.06M | 0.00% | Reduce |
| BlackRock Inc history | 2.37K | $656.07K | 0.00% | Hold |
| Renaissance Technologies history | 840 | $232.63K | 0.00% | Reduce |
| Franklin Resources history | 131 | $36.28K | 0.00% | Reduce |
| Citigroup Inc history | 64 | $17.72K | 0.00% | Reduce |
Q3 2025 — 20 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 2.11M | $578.13M | 0.04% | Reduce |
| Morgan Stanley history | 1.31M | $357.53M | 0.02% | Add |
| Wells Fargo & Co history | 718.54K | $196.63M | 0.04% | Add |
| UBS Group AG history | 442.84K | $121.18M | 0.02% | Reduce |
| JPMorgan Chase & Co history | 71.20K | $19.48M | 0.00% | Reduce |
| Goldman Sachs Group history | 58.59K | $16.03M | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 29.14K | $7.97M | 0.00% | Add |
| Citadel Advisors history | 22.93K | $6.28M | 0.00% | Add |
| Principal Global Investors history | 14.27K | $3.91M | 0.00% | Reduce |
| PNC Financial Services history | 14.21K | $3.89M | 0.00% | Add |
| Renaissance Technologies history | 9.40K | $2.57M | 0.00% | New |
| AQR Capital Management history | 5.95K | $1.63M | 0.00% | Add |
| Deutsche Bank AG history | 5.64K | $1.54M | 0.00% | Reduce |
| Northern Trust Corp history | 4.02K | $1.10M | 0.00% | Add |
| Citigroup Inc history | 3.43K | $938.62K | 0.00% | Add |
| BNY Mellon history | 3.02K | $826.75K | 0.00% | Add |
| BlackRock Inc history | 2.37K | $648.28K | 0.00% | Reduce |
| Two Sigma Investments history | 1.50K | $410.48K | 0.00% | Reduce |
| D. E. Shaw & Co history | 876 | $239.72K | 0.00% | Reduce |
| Franklin Resources history | 348 | $95.23K | 0.00% | Add |
Q2 2025 — 19 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 2.21M | $544.56M | 0.04% | Add |
| Morgan Stanley history | 1.29M | $317.22M | 0.02% | Add |
| Wells Fargo & Co history | 679.01K | $167.38M | 0.04% | Add |
| UBS Group AG history | 491.46K | $121.15M | 0.02% | Add |
| Two Sigma Investments history | 294.50K | $72.60M | 0.14% | Reduce |
| JPMorgan Chase & Co history | 71.79K | $17.70M | 0.00% | Reduce |
| Goldman Sachs Group history | 58.84K | $14.51M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 25.49K | $6.28M | 0.00% | Add |
| Principal Global Investors history | 24.45K | $6.03M | 0.00% | New |
| Citadel Advisors history | 13.55K | $3.34M | 0.00% | Reduce |
| PNC Financial Services history | 13.49K | $3.33M | 0.00% | Reduce |
| Deutsche Bank AG history | 5.81K | $1.43M | 0.00% | Hold |
| AQR Capital Management history | 5.41K | $1.33M | 0.00% | Add |
| D. E. Shaw & Co history | 3.57K | $881.03K | 0.00% | Reduce |
| Northern Trust Corp history | 3.30K | $812.50K | 0.00% | Reduce |
| BNY Mellon history | 2.64K | $649.69K | 0.00% | Hold |
| BlackRock Inc history | 2.48K | $610.11K | 0.00% | Add |
| Citigroup Inc history | 360 | $88.74K | 0.00% | Reduce |
| Franklin Resources history | 290 | $71.49K | 0.00% | Reduce |
Q1 2025 — 18 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 2.19M | $461.77M | 0.04% | Add |
| Morgan Stanley history | 1.22M | $257.78M | 0.02% | Reduce |
| UBS Group AG history | 459.41K | $96.91M | 0.02% | Add |
| Two Sigma Investments history | 419.70K | $88.53M | 0.20% | Add |
| Wells Fargo & Co history | 361.19K | $76.19M | 0.02% | Reduce |
| Goldman Sachs Group history | 102.91K | $21.71M | 0.00% | Add |
| JPMorgan Chase & Co history | 75.67K | $15.96M | 0.00% | Add |
| Citadel Advisors history | 45.08K | $9.51M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 24.96K | $5.26M | 0.00% | Reduce |
| PNC Financial Services history | 13.99K | $2.95M | 0.00% | Reduce |
| Deutsche Bank AG history | 5.82K | $1.23M | 0.00% | Reduce |
| D. E. Shaw & Co history | 4.54K | $956.82K | 0.00% | New |
| AQR Capital Management history | 3.92K | $825.83K | 0.00% | Add |
| Northern Trust Corp history | 3.83K | $807.48K | 0.00% | Reduce |
| BNY Mellon history | 2.64K | $555.95K | 0.00% | Hold |
| BlackRock Inc history | 2.37K | $499.72K | 0.00% | Hold |
| Citigroup Inc history | 1.03K | $217.90K | 0.00% | Add |
| Franklin Resources history | 317 | $66.87K | 0.00% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 103.60K sh · $29.59M
- D. E. Shaw & Co 27.72K sh · $8.06M
- Invesco Ltd 1.19K sh · $347.00K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of America Corp | 3.37M | 3.36M | 2.12M | 2.11M | 2.21M | 2.19M | 1.51M | 1.52M | 1.52M | 1.43M | 1.16M | 670.63K | 668.78K | 683.38K | 683.70K | 585.24K | 557.94K | 479.86K | 452.88K | 399.85K |
| Morgan Stanley | 1.35M | 1.35M | 1.32M | 1.31M | 1.29M | 1.22M | 1.43M | 1.39M | 1.37M | 1.23M | 1.15M | 1.05M | 1.00M | 939.70K | 1.08M | 1.06M | 956.54K | 924.09K | 907.36K | 870.88K |
| Wells Fargo & Co | 773.86K | 738.45K | 719.98K | 718.54K | 679.01K | 361.19K | 464.52K | 340.86K | 330.11K | 308.45K | 256.80K | 226.63K | 220.35K | 269.38K | 258.38K | 135.95K | 140.44K | 372.38K | 361.44K | 356.93K |
| UBS Group AG | 424.65K | 426.83K | 415.35K | 442.84K | 491.46K | 459.41K | 402.52K | 379.39K | 350.52K | 315.16K | 317.82K | 299.20K | 302.72K | 288.35K | 324.98K | 305.34K | 312.61K | 314.99K | 309.93K | 321.52K |
| Principal Global Investors | 118.15K | 23.38K | 14.32K | 14.27K | 24.45K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | 103.60K | — | 77.31K | 71.20K | 71.79K | 75.67K | 49.00K | 44.41K | 32.03K | 36.24K | 37.27K | 12.85K | 7.53K | 6.91K | 6.10K | 5.09K | 6.14K | 5.34K | 4.75K | 3.76K |
| Goldman Sachs Group | 67.48K | 18.43K | 101.94K | 58.59K | 58.84K | 102.91K | 58.00K | 56.19K | 56.24K | 6.19K | 39.54K | 5.43K | 5.58K | 26.58K | 71.64K | 24.70K | 21.17K | 24.44K | 17.15K | 85.08K |
| Fidelity Management & Research (FMR) | 32.69K | 32.00K | 29.64K | 29.14K | 25.49K | 24.96K | 25.77K | 20.66K | 19.62K | 15.21K | 13.93K | 13.15K | 13.05K | 12.84K | 12.30K | 12.79K | 12.20K | 12.34K | 12.53K | 9.64K |
| D. E. Shaw & Co | 27.72K | — | — | 876 | 3.57K | 4.54K | — | 7.48K | — | — | — | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | 13.99K | 7.90K | 4.20K | 22.93K | 13.55K | 45.08K | 9.34K | 30.86K | 3.40K | 14.27K | — | — | 4.63K | 2.36K | — | 42.27K | 2.43K | — | — | — |
| PNC Financial Services | 13.49K | 14.23K | 13.93K | 14.21K | 13.49K | 13.99K | 14.60K | 14.15K | 9.71K | 10.02K | 9.29K | 10.17K | 10.22K | 3.49K | 3.45K | 3.62K | 6.96K | 3.02K | 3.46K | 3.52K |
| Renaissance Technologies | 10.16K | 21.28K | 840 | 9.40K | — | — | 12.00K | — | 16.70K | 8.60K | 13.60K | — | 7.40K | 3.80K | — | — | 5.80K | — | 11.50K | 10.60K |
| AQR Capital Management | 6.94K | 6.30K | 4.42K | 5.95K | 5.41K | 3.92K | 3.79K | 3.79K | 3.79K | — | — | — | — | — | — | — | — | — | — | — |
| Deutsche Bank AG | 4.73K | 5.30K | 5.36K | 5.64K | 5.81K | 5.82K | 5.94K | 7.69K | 8.35K | 8.50K | 9.30K | 9.30K | 9.50K | 10.82K | 11.45K | 11.98K | 10.48K | 6.95K | — | — |
| Northern Trust Corp | 4.02K | 4.09K | 3.83K | 4.02K | 3.30K | 3.83K | 5.23K | 4.53K | 4.16K | 4.22K | 4.59K | 4.38K | 4.54K | 4.38K | 5.30K | 4.27K | 3.24K | 2.05K | 2.05K | 2.35K |
| BNY Mellon | 3.80K | 4.04K | 3.97K | 3.02K | 2.64K | 2.64K | 2.64K | 2.64K | 2.64K | 3.00K | 2.64K | 3.12K | 2.79K | 2.73K | 2.17K | 2.17K | 2.08K | 2.12K | 2.12K | 2.34K |
| BlackRock Inc | 3.63K | 3.63K | 2.37K | 2.37K | 2.48K | 2.37K | 2.37K | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Invesco Ltd | 1.19K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Citigroup Inc | 822 | 117 | 64 | 3.43K | 360 | 1.03K | 66 | 190 | 849 | 141 | 90 | 51 | 169 | 64 | 288 | 75 | 951 | 935 | 1.34K | 1.04K |
| Two Sigma Investments | 800 | 302.00K | 269.24K | 1.50K | 294.50K | 419.70K | 296.90K | 237.70K | 37.60K | 108.30K | 102.70K | 92.30K | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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