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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
+$24.6M
5
TCM
TimesSquare Capital Management
New York
+$24.3M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$44M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$41.7M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$41.3M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$36.5M
5
US Bancorp
US Bancorp
Minnesota
-$33.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIR
526
Clear Investment Research
Georgia
$452K -$572 -2 -0.1%
IAG
527
Investmark Advisory Group
Connecticut
$452K -$29.5K -103 -6%
CAG
528
Curtis Advisory Group
California
$452K +$109K +382 +32%
FFM
529
Forum Financial Management
Illinois
$448K +$858 +3 +0.2%
MA
530
Montag & Associates
Georgia
$447K +$26.6K +93 +6%
EWM
531
Evercore Wealth Management
New York
$446K – – –
DPI
532
Diversified Portfolios Inc
Michigan
$445K – – –
BSB
533
Bangor Savings Bank
Maine
$444K – – –
DWM
534
Diversify Wealth Management
Utah
$441K +$3K +10 +0.7%
AWM
535
Avaii Wealth Management
Wisconsin
$438K -$2.57K -9 -0.6%
GFA
536
Gallagher Fiduciary Advisors
Illinois
$435K -$12.9K -45 -3%
EWA
537
Exencial Wealth Advisors
Oklahoma
$435K +$9.72K +34 +2%
SWM
538
SK Wealth Management
Rhode Island
$432K -$55.9K -191 -11%
AUB
539
Atlantic Union Bankshares
Virginia
$432K +$432K +1,510 New
KCM
540
Kanawha Capital Management
Virginia
$428K – – –
SCM
541
Sage Capital Management
New Jersey
$426K +$286 +1 +0.1%
PCMC
542
Paragon Capital Management (Colorado)
Colorado
$425K +$72.9K +255 +21%
CCG
543
Coastwise Capital Group
California
$421K +$286 +1 +0.1%
KF
544
KKM Financial
Illinois
$421K -$8.46K -29 -2%
OFG
545
Oxford Financial Group
Indiana
$420K -$4.57K -16 -1%
C
546
Croban
Ohio
$418K +$13.1K +46 +3%
MFG
547
MidWestOne Financial Group
Iowa
$417K – – –
WH
548
Willner & Heller
California
$415K +$572 +2 +0.1%
CWA
549
Centennial Wealth Advisory
Michigan
$405K +$574 +2 +0.1%
IA
550
IFP Advisors
Florida
$400K +$171K +597 +74%
20 21
22
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