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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
12.67%
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
1
State Street
Massachusetts
$84.9M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$62.2M
3
YC
3
Yarbrough Capital
Tennessee
$27.4M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$26.1M
5
TCM
5
TimesSquare Capital Management
New York
$24.3M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$69.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$156M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$9.3M
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$393M
5
US Bancorp
5
US Bancorp
Minnesota
$46.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
151
Coldstream Capital Management
Washington
$5.37M +$583K +2,038 +12%
MBTD
152
Mechanics Bank - Trust Department
California
$5.34M -$1.29M -4,510 -19%
I
153
InvesTrust
Oklahoma
$5.32M -$1.43K -5 -0%
AI
154
Axiom Investors
Connecticut
$5.32M -$2.83M -9,900 -35%
FFL
155
Future Fund LLC
Illinois
$5.23M +$5.23M +18,311 New
CFFNO
156
Common Fund For Nonprofit Organizations
Connecticut
$5.08M -$5.2M -18,182 -51%
Cambridge Investment Research Advisors
157
Cambridge Investment Research Advisors
Iowa
$5.08M -$156K -545 -3%
AAS
158
Avantax Advisory Services
Texas
$5.01M -$449K -1,572 -8%
FMII
159
Farmers & Merchants Investments Inc
Nebraska
$5M – – –
EH
160
Equitable Holdings
New York
$4.94M +$258K +903 +6%
BCIM
161
Bishop & Co Investment Management
Pennsylvania
$4.86M -$2.29K -8 -0%
Natixis Advisors
162
Natixis Advisors
Massachusetts
$4.65M -$1.74M -6,087 -27%
Envestnet Portfolio Solutions
163
Envestnet Portfolio Solutions
Illinois
$4.65M -$94.6K -331 -2%
FCBT
164
First Citizens Bank & Trust
North Carolina
$4.62M -$197K -690 -4%
CFB
165
Cullen/Frost Bankers
Texas
$4.61M – – –
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$4.57M -$120K -420 -3%
OC
167
Oppenheimer & Co
New York
$4.48M -$970K -3,394 -18%
FGA
168
Fortis Group Advisors
New Jersey
$4.46M -$4.04M -13,907 -48%
QCG
169
Quadrant Capital Group
Ohio
$4.35M – – –
LTL
170
Lowery Thomas LLC
California
$4.35M -$182K -635 -4%
COFSG
171
Carbahal Olsen Financial Services Group
California
$4.22M +$3.14K +11 +0.1%
CGA
172
Crescent Grove Advisors
Illinois
$4.16M +$34.6K +121 +0.8%
WF
173
Welch & Forbes
Massachusetts
$4.06M -$110K -385 -3%
FF
174
Finley Financial
Nevada
$4.06M – – –
SYBT
175
Stock Yards Bank & Trust
Kentucky
$4.03M -$27.7K -97 -0.7%
5 6
7
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