Запись по ценной бумаге · архивный квартал
IWY
iShares Russell Top 200 Growth ETF · Financial Services · Asset Management
69Отслеживаемые держатели
+2Δ держателей
18.28MАкций в держании
$5.31BОтчётная стоимость
+7Новые позиции
−6Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +3.0% ·
поток акций -3.0% ·
новые чистые позиции +1.4%
— формула
Фрагментация владения — больше держателей, меньший совокупный пакет
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q2 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 69 | +2 | 18.28M | $5.31B | +7 | −6 |
| Q1 2026 | 69 | +2 | 18.98M | $4.72B | +4 | −2 |
| Q4 2025 | 66 | -2 | 17.53M | $4.85B | — | −2 |
| Q3 2025 | 11 | +1 | 1.58M | $432.50M | +1 | — |
| Q2 2025 | 7 | +1 | 343.93K | $84.78M | +1 | — |
| Q1 2025 | 4 | 0 | 462.03K | $97.46M | +1 | −1 |
| Q4 2024 | 4 | -1 | 316.43K | $74.45M | +1 | −2 |
| Q3 2024 | 5 | 0 | 283.53K | $62.39M | +2 | −2 |
| Q2 2024 | 5 | — | 68.02K | $14.59M | — | — |
Кто держит · Q2 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 3.53M | -0.4% | $1.02B | 0.2% | ▼ Trim | 3 | SEC ↗ ×4 |
| 2 | Bank Of America Corp /De/ | 3.37M | +0.4% | $979.91M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 2.35M | -1.6% | $682.63M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.35M | -0.1% | $393.43M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 5 | Mariner, LLC | 992.21K | -28.8% | $288.36M | 0.3% | ▼ Trim | 3 | SEC ↗ ×3 |
| 6 | Commonwealth Equity Services, Llc | 828.07K | -9.7% | $240.65M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 773.86K | +4.8% | $224.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | Osaic Holdings, Inc. | 622.02K | +9.5% | $180.89M | 0.2% | ▲ Add | 3 | SEC ↗ ×4 |
| 9 | Raymond James Financial Inc | 593.91K | +5.5% | $172.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 10 | Truist Financial Corp | 443.28K | -3.6% | $128.83M | 0.2% | ▼ Trim | 3 | SEC ↗ ×3 |
| 11 | UBS Group AG | 424.65K | -0.5% | $123.41M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Mml Investors Services, Llc | 410.16K | +4.0% | $119.20M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 13 | Lido Advisors, LLC | 402.31K | -5.6% | $116.92M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 399.16K | -16.2% | $116.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Cetera Investment Advisers | 382.89K | +2.4% | $111.28M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 270.03K | +2.3% | $78.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 17 | Jones Financial Companies Lllp | 216.67K | +16.0% | $60.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 123.42K | +8.3% | $35.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Principal Financial Group Inc | 118.15K | +405.3% | $34.34M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | JPMorgan Chase ✦ | 103.60K | +2.0% | $29.59M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 21 | Goldman Sachs Group ✦ | 67.48K | +266.1% | $19.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Voya Investment Management Llc | 49.42K | -13.3% | $14.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 41.46K | +6.0% | $12.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 36.48K | Новый | $10.60M | 0.0% | New | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 32.69K | +2.1% | $9.50M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 31.29K | -24.0% | $9.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Stifel Financial Corp | 28.32K | +4.3% | $8.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 28 | D. E. Shaw & Co. ✦ | 27.72K | Новый | $8.06M | 0.0% | New | 1 | SEC ↗ |
| 29 | Creative Planning | 22.95K | +13.5% | $6.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Us Bancorp \De\ | 22.27K | +7.3% | $6.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 31 | CIBC Bancorp USA Inc. | 18.52K | -0.5% | $5.38M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 32 | Fifth Third Bancorp | 18.44K | +0.9% | $5.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Hrt Financial Lp | 17.39K | +65.4% | $5.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 15.10K | -39.8% | $4.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Brown Advisory Inc | 14.53K | -7.8% | $4.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 13.49K | -5.2% | $3.92M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 37 | Focus Partners Wealth | 13.00K | +5.1% | $3.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Blair William & Co/Il | 11.13K | +0.2% | $3.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Renaissance Technologies ✦ | 10.16K | -52.3% | $2.95M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 40 | Captrust Financial Advisors | 8.14K | +11.4% | $2.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Nuveen, LLC | 7.50K | Новый | $2.18M | 0.0% | New | 1 | SEC ↗ |
| 42 | AQR Capital Management ✦ | 6.94K | +10.2% | $2.02M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 43 | Deutsche Bank Ag\ | 4.73K | -10.7% | $1.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Mercer Global Advisors Inc /Adv | 4.61K | -13.1% | $1.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Cerity Partners LLC | 4.52K | -3.4% | $1.31M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 46 | Citadel Advisors ✦ | 4.49K | Новый | $1.30M | 0.0% | New | 1 | SEC ↗ |
| 47 | Northern Trust Corp | 4.02K | -1.7% | $1.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Bank of New York Mellon Corp | 3.80K | -6.0% | $1.10M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 49 | BlackRock ✦ (пассивный) | 3.63K | 0.0% | $1.06M | 0.0% | Held | 5 | SEC ↗ |
| 50 | UBS AM, a distinct business unit of… | 3.57K | -6.7% | $1.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Quantinno Capital Management LP | 3.33K | -0.6% | $969,218 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Financial Engines Advisors L.L.C. | 2.79K | +9.2% | $812,283 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Neuberger Berman Group LLC | 2.46K | 0.0% | $714,053 | 0.0% | Held | 3 | SEC ↗ |
| 54 | Russell Investments Group, Ltd. | 2.34K | +43.8% | $679,191 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Corient Private Wealth LP | 2.15K | -0.9% | $624,783 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | 1832 Asset Management L.P. | 1.34K | 0.0% | $390,884 | 0.0% | Held | 3 | SEC ↗ |
| 57 | Kayne Anderson Rudnick Investment… | 1.20K | 0.0% | $349,179 | 0.0% | Held | 3 | SEC ↗ |
| 58 | Invesco Ltd. | 1.19K | Новый | $347,000 | 0.0% | New | 1 | SEC ↗ |
| 59 | Sei Investments Co | 1.17K | +32.3% | $339,440 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Citigroup Inc | 822 | +602.6% | $238,890 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Assetmark, Inc | 806 | -2.5% | $234,240 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Two Sigma Investments ✦ | 800 | -99.7% | $232,496 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 63 | Cibc World Market Inc. | 697 | Новый | $202,562 | 0.0% | New | 1 | SEC ↗ |
| 64 | Allspring Global Investments… | 560 | +161.7% | $158,927 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Bank Of Montreal /Can/ | 427 | -79.7% | $124,095 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 66 | Bnp Paribas Financial Markets | 351 | Новый | $102,008 | 0.0% | New | 1 | SEC ↗ |
| 67 | Simplex Trading, Llc | 319 | +29.7% | $92,707 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Franklin Resources Inc | 131 | 0.0% | $38,071 | 0.0% | Held | 3 | SEC ↗ |
| 69 | National Bank Of Canada /Fi/ | 40 | 0.0% | $11,626 | 0.0% | Held | 3 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Susquehanna International… | $10.60M | 0.0% |
| D. E. Shaw & Co. | $8.06M | 0.0% |
| Nuveen, LLC | $2.18M | 0.0% |
| Citadel Advisors | $1.30M | 0.0% |
| Invesco Ltd. | $347,000 | 0.0% |
| Cibc World Market Inc. | $202,562 | 0.0% |
| Bnp Paribas Financial Markets | $102,008 | 0.0% |
Закрыто
| HighTower Advisors, LLC | $31.19M | составлял 0.0% |
| Optiver Holding B.V. | $701,978 | составлял 0.0% |
| Jane Street Group, Llc | $503,901 | составлял 0.0% |
| Nomura Asset Management Co Ltd | $458,114 | составлял 0.0% |
| Fisher Asset Management | $303,407 | составлял 0.0% |
| Qube Research & Technologies… | $22,147 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 631 держатели, 47.38M акции, $10.59B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q2 2026 ·
Методология ·
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