IWO · iShares Russell 2000 Growth ETF ETF
$377.54
+0.44 (+0.12%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 6
Total Value: $131,016,516
Total Shares: 332,563
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 6 13F filers · Δ vs Mar 31, 2026Top Holder
65.7%
+52.9 pts
Top 5
100.0%
+63.5 pts
Top 10
100.0%
+50.9 pts
HHI
4,816
Highly concentrated+4,411
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
2
Decreased
2
Sold Out
668
Unchanged
1
Holder count:
-667
Institutional value:
-98.5%
Shares held:
-98.8%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | +30,369 | 59,276 | |
| Small TOBIAS FINANCIAL ADVISORS, INC. | +251 | 42,656 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | −23,945 | 218,652 | |
| Mid Parkside Financial Bank & Trust | −207 | 11,285 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mid ANCHOR CAPITAL ADVISORS LLC | 544 | $214,314 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega BANK OF AMERICA CORP /DE/ | 3,472,005 | $1,089,549,887 | |
| Mega MORGAN STANLEY | 2,753,342 | $864,026,250 | |
| Mid BARINGS LLC | 1,608,750 | $504,841,837 | |
| Mega ENVESTNET ASSET MANAGEMENT INC | 1,096,991 | $344,246,745 | |
| Mega GOLDMAN SACHS GROUP INC | 957,906 | $300,600,480 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC IWO | $86,140,141 | 65.75% | 218,652 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC IWO | $16,812,636 | 12.83% | 42,676 | Shares | 2026-09-02 | |
| Small TOBIAS FINANCIAL ADVISORS, INC. IWO | $16,804,757 | 12.83% | 42,656 | Shares | 2026-08-25 | |
| Mid Parkside Financial Bank & Trust Bank IWO | $4,445,838 | 3.39% | 11,285 | Shares | 2026-09-04 | |
| Mega CITADEL ADVISORS LLC IWO | $4,372,956 | 3.34% | 11,100 | Call | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC IWO | $2,166,780 | 1.65% | 5,500 | Put | 2026-09-02 | |
| Mid ANCHOR CAPITAL ADVISORS LLC IWO | $214,314 | 0.16% | 544 | Shares | 2026-09-03 | |
| Small TUCKER ASSET MANAGEMENT LLC IWO | $59,094 | 0.05% | 150 | Shares | 2026-08-27 |