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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 %
SIC
701
Sigma Investment Counselors
Michigan
$252K – – –
ALC
702
Alexander Labrunerie & Co
Missouri
$251K – – –
TA
703
TFG Advisers
Michigan
$250K -$11.1K -39 -4%
WA
704
Waddell & Associates
Tennessee
$250K +$250K +873 New
MPWT
705
MassMutual Private Wealth & Trust
Connecticut
$249K – – –
RCM
706
Radnor Capital Management
Pennsylvania
$249K – – –
WA
707
WBH Advisory
Maryland
$249K +$249K +871 New
BAM
708
Berkshire Asset Management
Pennsylvania
$244K – – –
GFP
709
Gryphon Financial Partners
Ohio
$244K – – –
GWSA
710
Global Wealth Strategies & Associates
Colorado
$244K -$15.2K -53 -6%
S
711
Sunpointe
Missouri
$243K – – –
PWS
712
Proactive Wealth Strategies
Georgia
$241K +$286 +1 +0.1%
CWM
713
ClientFirst Wealth Management
Arkansas
$240K – – –
S
714
SignatureFD
Georgia
$238K +$224K +785 +1,670%
UAG
715
United Advisor Group
Ohio
$237K +$237K +829 New
SC
716
Sapient Capital
Indiana
$236K -$88.3K -309 -27%
WF
717
Warner Financial
Maryland
$236K – – –
IWA
718
Icon Wealth Advisors
Texas
$235K +$286 +1 +0.1%
CFP
719
Cascade Financial Partners
California
$234K – – –
IAIM
720
International Assets Investment Management
Florida
$234K -$2.57K -9 -1%
ACM
721
Advisors Capital Management
New Jersey
$232K +$232K +812 New
AAS
722
Ameritas Advisory Services
Nebraska
$232K -$280K -979 -55%
MWM
723
Modern Wealth Management
Kansas
$232K +$232K +812 New
TA
724
TFB Advisors
Kansas
$231K -$858 -3 -0.4%
Bessemer Group
725
Bessemer Group
New Jersey
$229K +$106K +369 +86%
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