iShares Russell 2000 Growth ETF (IWO): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
3 concentrated managers hold it (−1 vs last quarter) with a median weight of 0.2%.
Quarter flow (concentrated managers)
Change in managers (4 → 3): 0 opened · 1 exited = −1
Net flow in the quarter: −$14.9M (−38 K shares) · bought $0 and sold $14.9MShares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
The set of concentrated managers changed between quarters: with the set as it was then, 3 held it last quarter (the chart point); with today's set, 4 (the base for the change).
Concentrated managers holding it
- Rosenblum Silverman Sutton S FReduced$660K0.2%−0.0 pp
- Shaker InvestmentsReduced$557K0.2%−0.0 pp
- Pegasus Asset Management$535K0.2%
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Other relevant holders
Filers with $100M or more in the stock that do not count as concentrated managers because of their type: they are left out of the counts, the consensus and the accumulation.
- Healthcare of Ontario Pension Plan Trust FundPension or sovereign fund$202M0.3%
Largest holders of IWO (all 13F filers)
- Bank of America3.5 MBank or trading desk+11 K
- Morgan Stanley2.3 MBank or trading desk−425 K
- Barings1.6 MType not verified−29 K
- Envestnet Asset Management1.1 MWealth adviser−17 K
- Goldman Sachs Group966 KBank or trading desk+7,990
- Cassaday & Co Wealth Management947 KWealth adviser+12 K
- Wells Fargo705 KBank or trading desk−25 K
- LPL Financial598 KWealth adviser+22 K
- PNC Financial Services Group593 KBank or trading desk−24 K
- D.a. Davidson550 KType not verified+5,612
- Shares
- 3.5 M
- Change
- +11 K
See more
- Type
- Bank or trading desk
- Value
- $1.4 bn
- Shares
- 2.3 M
- Change
- −425 K
See more
- Type
- Bank or trading desk
- Value
- $917M
- Shares
- 1.6 M
- Change
- −29 K
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- Type
- Type not verified
- Value
- $622M
- Shares
- 1.1 M
- Change
- −17 K
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- Type
- Wealth adviser
- Value
- $426M
- Shares
- 966 K
- Change
- +7,990
See more
- Type
- Bank or trading desk
- Value
- $381M
- Shares
- 947 K
- Change
- +12 K
See more
- Type
- Wealth adviser
- Value
- $373M
- Shares
- 705 K
- Change
- −25 K
See more
- Type
- Bank or trading desk
- Value
- $278M
- Shares
- 598 K
- Change
- +22 K
See more
- Type
- Wealth adviser
- Value
- $236M
- Shares
- 593 K
- Change
- −24 K
See more
- Type
- Bank or trading desk
- Value
- $233M
- Shares
- 550 K
- Change
- +5,612
See more
- Type
- Type not verified
- Value
- $217M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗