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iShares Russell 2000 Growth ETF
IWO

Overview Fund Activity

944 hedge funds and large institutions have $8.73B invested in iShares Russell 2000 Growth ETF in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 228 increasing their positions, 369 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
944
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.66%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.31%
New
85
Increased
228
Reduced
369
Closed
67
Calls
$13M
Puts
$7.49M
Net Calls
+$5.55M
Net Calls Change
+$3.73M

Top Buyers

1
State Street
State Street
Massachusetts
$84.9M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$62.2M
3
YC
Yarbrough Capital
Tennessee
$27.4M
4
Two Sigma Investments
Two Sigma Investments
New York
$26.1M
5
TCM
TimesSquare Capital Management
New York
$24.3M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
$69.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$156M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$9.3M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$393M
5
US Bancorp
US Bancorp
Minnesota
$46.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
426
Harbour Investments
Wisconsin
$737K +$74.9K +262 +11%
GCM
427
Gables Capital Management
Florida
$736K – – –
PHAM
428
Palisades Hudson Asset Management
Florida
$734K +$858 +3 +0.1%
PPA
429
Pacific Point Advisors
California
$715K – – –
FA
430
FC Advisory
Pennsylvania
$713K +$572 +2 +0.1%
SWA
431
Strategies Wealth Advisors
Michigan
$711K -$82.9K -290 -10%
NOI
432
Newton One Investments
Delaware
$710K +$858 +3 +0.1%
GPA
433
Garrison Point Advisors
California
$708K – – –
LIA
434
LS Investment Advisors
Michigan
$708K – – –
LW
435
Linscomb Wealth
Texas
$698K -$2K -7 -0.3%
B
436
Bensler
Washington
$697K +$286 +1 +0%
GIA
437
GHP Investment Advisors
Colorado
$692K -$19.1K -67 -3%
CWA
438
Consilium Wealth Advisory
Texas
$691K – – –
SCM
439
Stordahl Capital Management
Colorado
$690K -$16.6K -58 -2%
WP
440
WealthPLAN Partners
Nebraska
$690K +$103K +360 +18%
SVWAG
441
Sound View Wealth Advisors Group
Georgia
$681K -$11.1K -39 -2%
CCB
442
Country Club Bank
Missouri
$678K – – –
PGFC
443
Peapack-Gladstone Financial Corp
New Jersey
$678K -$7.15K -25 -1%
AssetMark Inc
444
AssetMark Inc
California
$670K -$337K -1,179 -33%
CWM
445
Cahaba Wealth Management
Georgia
$670K +$572 +2 +0.1%
LT
446
Legacy Trust
Michigan
$668K -$167K -585 -20%
ATI
447
ARK & TLK Investments
Oklahoma
$667K – – –
CAL
448
Capital Analysts LLC
Pennsylvania
$663K -$149K -522 -18%
BSTWA
449
Blake Schutter Theil Wealth Advisors
Ohio
$662K +$662K +2,315 New
SW
450
SkyOak Wealth
Michigan
$661K -$11.7K -41 -2%
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