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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 %
KFI
551
Key Financial Inc
Pennsylvania
$398K – – –
EBA
552
Eagle Bay Advisors
New York
$397K – – –
VA
553
Valmark Advisers
Ohio
$396K +$93.8K +328 +31%
EAM
554
Empirical Asset Management
Massachusetts
$396K +$286 +1 +0.1%
GWMR
555
GC Wealth Management RIA
Massachusetts
$390K – – –
PTC
556
Private Trust Company
Ohio
$389K +$80K +280 +26%
SFC
557
Strategic Financial Concepts
Texas
$388K +$14.6K +51 +4%
PAM
558
Pegasus Asset Management
New York
$388K – – –
PWM
559
PBMares Wealth Management
Virginia
$387K – – –
EW
560
Evoke Wealth
California
$383K – – –
CNBTD
561
Citizens National Bank Trust Department
Mississippi
$383K – – –
CPA
562
Cardiff Park Advisors
California
$382K – – –
KFC
563
Klingenstein Fields & Co
New York
$382K – – –
QWP
564
Quotient Wealth Partners
Texas
$380K +$10.6K +37 +3%
BBHC
565
Brown Brothers Harriman & Co
New York
$380K – – –
SWA
566
Sax Wealth Advisors
New Jersey
$379K +$13.4K +47 +4%
SCI
567
S&CO Inc
Massachusetts
$379K – – –
GWA
568
Gutierrez Wealth Advisory
Arkansas
$378K -$22.6K -79 -6%
CAG
569
Csenge Advisory Group
Florida
$377K -$34.5K -128 -8%
Fayez Sarofim & Co
570
Fayez Sarofim & Co
Texas
$376K – – –
ABWM
571
Alpine Bank Wealth Management
Colorado
$374K -$89.5K -313 -19%
LSA
572
Lion Street Advisors
Texas
$373K -$8K -28 -2%
PS
573
Principal Securities
Iowa
$373K -$1.69M -5,929 -82%
AWA
574
Arete Wealth Advisors
Illinois
$373K -$10K -35 -3%
D
575
Dentgroup
Louisiana
$372K -$93.8K -328 -20%
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