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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 %
MWM
601
Mascagni Wealth Management
Mississippi
$345K +$286 +1 +0.1%
PP
602
Patten & Patten
Tennessee
$344K – – –
KWS
603
Keystone Wealth Services
California
$342K – – –
FSA
604
Financial Sense Advisors
California
$340K -$810K -2,835 -70%
REMPR
605
Roof Eidam Maycock Peralta (REMP)
California
$337K – – –
FWP
606
Falcon Wealth Planning
California
$336K -$21.4K -75 -6%
AIC
607
Allodium Investment Consultants
Minnesota
$335K – – –
TWP
608
Triad Wealth Partners
Kansas
$334K -$572 -2 -0.2%
EFG
609
Embree Financial Group
Illinois
$334K +$286 +1 +0.1%
TPA
610
Trivium Point Advisory
Connecticut
$333K – – –
CWM
611
Cordatus Wealth Management
Pennsylvania
$332K -$3.15K -11 -0.9%
BIA
612
BHK Investment Advisors
Alabama
$331K +$38.6K +135 +13%
MFWP
613
Mosaic Family Wealth Partners
Missouri
$329K – – –
OWA
614
Opal Wealth Advisors
New York
$329K +$104K +365 +46%
ONB
615
Old National Bancorp
Indiana
$327K +$327K +1,143 New
FWTB
616
First Western Trust Bank
Colorado
$326K -$5.43K -19 -2%
SMC
617
Smith, Moore & Co
Missouri
$324K +$286 +1 +0.1%
HP
618
Holistic Planning
Texas
$323K +$48.9K +171 +18%
PIMG
619
Patriot Investment Management Group
Tennessee
$322K – – –
AIA
620
Arbor Investment Advisors
North Carolina
$320K – – –
CIA
621
Concurrent Investment Advisors
Florida
$316K -$28.6K -100 -8%
FIA
622
Foundations Investment Advisors
Arizona
$316K -$206K -719 -39%
SSWM
623
Smith Salley Wealth Management
North Carolina
$316K – – –
TCM
624
Triumph Capital Management
Colorado
$314K +$1.72K +6 +0.5%
FF
625
Friday Financial
Iowa
$313K +$313K +1,094 New
23 24
25
26 27