iShares Russell 2000 GrowthIWOETF
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 901 institutions reported holding iShares Russell 2000 Growth (IWO) in their 13F filings, down 31 from Q1 2024. 46 opened new positions and 71 sold out. The largest holders were Bank of America Corp. ($885.5M), Morgan Stanley ($657.8M) and Barings LLC ($407.5M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Russell 2000 Growth
- CUSIP
- 464287648
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $125.6M |
| Exits | 71 | $152.1M |
All 13F filers, Q1 2024 → Q2 2024: 2,371,126 shares bought and 2,413,124 shares sold, net −41,998 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 901 holders
| Bank of America Corp. | 0.09% | Add +5.3% | 3,372,995 | $885.5M |
| Morgan Stanley | 0.05% | Reduce -25.1% | 2,505,596 | $657.8M |
| Barings LLC | 10.01% | Add +5.3% | 1,549,450 | $407.5M |
| Tiaa Trust, National Association | 1.15% | Add +1.8% | 1,423,320 | $374.1M |
| Envestnet Asset Management Inc. | 0.10% | Add +1.2% | 1,070,554 | $281.1M |
| Wells Fargo & Company | 0.06% | Reduce -0.2% | 912,350 | $239.5M |
| Cassaday & Co Wealth Management LLC | 7.08% | Add +2.1% | 857,761 | $225.2M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -0.9% | 790,454 | $207.5M |
| PNC Financial Services Group, Inc. | 0.11% | Reduce -2.9% | 654,731 | $171.9M |
| Commonwealth Equity Services, LLC | 0.25% | Reduce -15.8% | 590,717 | $155.1M |
| Cohen Klingenstein LLC | 5.30% | No change | 555,790 | $145.9M |
| US Bancorp \de | 0.18% | Add +6.2% | 493,420 | $129.5M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +11.9% | 476,774 | $125.2M |
| D.A. Davidson & Co. | 1.08% | Add +1.3% | 463,258 | $121.6M |
| UBS Group AG | 0.04% | Reduce -11.0% | 457,969 | $120.2M |
| Alliancebernstein L.P. | 0.04% | Reduce -6.0% | 441,309 | $115.9M |
| Northern Trust Corp. | 0.02% | Reduce -1.3% | 441,022 | $115.8M |
| M&T Bank Corp | 0.38% | Reduce -1.0% | 428,826 | $112.6M |
| LPL Financial LLC | 0.05% | Reduce -10.4% | 389,500 | $102.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -15.3% | 340,816 | $89.5M |
| Raymond James & Associates | 0.06% | Add +7.8% | 335,550 | $88.1M |
| Royal Bank of Canada | 0.02% | Add +0.1% | 333,106 | $87.5M |
| Financial Engines Advisors L.L.C. | 0.18% | Reduce -0.6% | 312,061 | $81.9M |
| FMR LLC | 0.01% | Reduce -25.0% | 296,772 | $77.9M |
| Cetera Investment Advisers | 0.16% | Add +0.1% | 272,583 | $71.6M |
| Commerce Bank | 0.42% | Reduce -12.3% | 245,034 | $64.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -6.2% | 222,952 | $58.5M |
| Cresset Asset Management, LLC | 0.23% | Add +15.9% | 207,731 | $54.5M |
| Badgley Phelps Wealth Managers, LLC | 1.31% | Reduce -0.0% | 201,019 | $52.8M |
| Sei Investments Co. | 0.07% | Reduce -4.5% | 193,115 | $50.7M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Add +22.1% | 184,456 | $48.4M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +4.8% | 183,100 | $48.1M |
| Creative Planning | 0.05% | Reduce -0.6% | 180,304 | $47.3M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +1.7% | 159,515 | $41.9M |
| Wellington Management Group LLP | 0.01% | Add +125.4% | 157,368 | $41.3M |
| Pathstone Holdings, LLC | 0.18% | Add +68.6% | 156,035 | $41.0M |
| BNP Paribas Financial Markets | 0.04% | Add +4.7% | 155,365 | $40.8M |
| Keybank National Association | 0.17% | Reduce -0.8% | 154,176 | $40.5M |
| Truist Financial Corp. | 0.06% | Reduce -14.3% | 152,912 | $40.1M |
| Corient Private Wealth LP | 0.07% | Add +1.3% | 150,063 | $39.4M |
| Alaska Permanent Fund Corp | 0.58% | Reduce -22.4% | 137,108 | $38.9M |
| Brown Advisory Inc. | 0.05% | Reduce -18.9% | 145,447 | $38.2M |
| Silvercrest Asset Management Group LLC | 0.24% | Add +1.6% | 134,885 | $35.4M |
| Focus Partners Wealth | 0.12% | Add +102.8% | 128,318 | $34.9M |
| Shepherd Financial Partners LLC | 4.44% | Add +0.7% | 131,222 | $34.4M |
| Orion Porfolio Solutions, LLC | 0.36% | Reduce -2.2% | 130,134 | $34.2M |
| Orion Portfolio Solutions, LLC | 0.36% | Reduce -2.2% | 130,134 | $34.2M |
| Pacific Life Fund Advisors LLC | 3.10% | Reduce -4.6% | 118,215 | $31.0M |
| Ameriprise Financial Inc. | 0.01% | Add +4.6% | 118,194 | $31.0M |
| AE Wealth Management LLC | 0.29% | Add +26.1% | 111,969 | $29.4M |
| Choreo, LLC | 0.47% | Add +1.2% | 108,451 | $28.3M |
| Fort Washington Investment Advisors Inc. | 0.18% | No change | 105,534 | $27.7M |
| Stephens Inc. | 0.42% | Reduce -0.8% | 104,990 | $27.6M |
| Barclays PLC | 0.01% | Add +188.7% | 103,381 | $27.1M |
| Johns Hopkins University | 1.08% | New | 103,080 | $27.1M |
| MAI Capital Management | 0.26% | Add +1.1% | 99,825 | $26.2M |
| Moneta Group Investment Advisors LLC | 0.37% | Reduce -0.4% | 87,568 | $23.0M |
| Prudential Financial Inc. | 0.03% | Reduce -5.8% | 85,376 | $22.4M |
| Waldron Private Wealth LLC | 0.99% | Reduce -2.1% | 84,008 | $22.1M |
| Osaic Holdings, Inc. | 0.05% | Reduce -17.7% | 82,858 | $21.8M |
| WoodTrust Financial Corp | 3.38% | New | 82,861 | $21.8M |
| Bank of Montreal | 0.01% | Add +0.3% | 80,592 | $21.0M |
| Arax Advisory Partners | 2.04% | Reduce -2.8% | 79,517 | $20.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.06% | Reduce -0.1% | 75,000 | $19.7M |
| HighTower Advisors, LLC | 0.03% | Reduce -27.8% | 73,320 | $19.3M |
| Stifel Financial Corp. | 0.02% | Reduce -6.6% | 71,696 | $18.8M |
| Citigroup Inc. | 0.02% | Reduce -32.6% | 71,668 | $18.8M |
| VAUGHAN & Co SECURITIES, INC. | 11.65% | Add +0.2% | 70,374 | $18.5M |
| Comerica Bank | 0.08% | Reduce -0.7% | 70,276 | $18.4M |
| Captrust Financial Advisors | 0.06% | Add +2.0% | 69,812 | $18.3M |
| Citadel Advisors | 0.02% | Add +3416450.0% | 68,331 | $17.9M |
| TimesSquare Capital Management, LLC | 0.27% | Add +2.8% | 66,300 | $17.4M |
| Cerity Partners LLC | 0.05% | Reduce -0.9% | 64,318 | $16.9M |
| Hantz Financial Services, Inc. | 0.32% | Reduce -10.1% | 63,835 | $16.8M |
| Mariner, LLC | 0.03% | Reduce -1.9% | 62,516 | $16.4M |
| MML Investors Services, LLC | 0.07% | Reduce -0.3% | 61,499 | $16.1M |
| AMG National Trust Bank | 0.44% | Add +8.6% | 61,430 | $16.1M |
| Kestra Advisory Services, LLC | 0.09% | Add +2.3% | 62,902 | $16.1M |
| Covenant Partners, LLC | 4.84% | Reduce -6.8% | 60,688 | $15.9M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -3.1% | 60,601 | $15.9M |
| Geller Advisors LLC | 1.15% | Add +0.1% | 59,008 | $15.5M |
| BlackRock Inc. | 0.00% | Reduce -12.8% | 55,097 | $14.5M |
| Fifth Third Bancorp | 0.05% | Reduce -1.6% | 53,901 | $14.2M |
| Geneva Capital Management LLC | 0.26% | Add +55.0% | 53,598 | $14.1M |
| Axiom Investors LLC | 0.12% | Add +36.0% | 52,100 | $13.7M |
| HSBC Holdings PLC | 0.01% | Add +67.2% | 51,933 | $13.6M |
| Flaharty Asset Management, LLC | 2.01% | Add +0.1% | 51,703 | $13.6M |
| Baird Financial Group, Inc. | 0.03% | Reduce -36.7% | 49,915 | $13.1M |
| CHURCHILL MANAGEMENT Corp | 0.15% | Reduce -0.4% | 48,477 | $12.7M |
| Jones Financial Companies LLLP | 0.01% | Add +38.6% | 48,084 | $12.6M |
| First Horizon Advisors, Inc. | 0.38% | Reduce -1.2% | 47,709 | $12.5M |
| RTD Financial Advisors, Inc. | 1.62% | Reduce -0.5% | 45,990 | $12.1M |
| D. E. Shaw & Co. | 0.02% | New | 45,954 | $12.1M |
| LMG Wealth Partners, LLC | 2.95% | Add +0.3% | 45,136 | $11.8M |
| Courier Capital LLC | 0.92% | Reduce -0.4% | 44,326 | $11.6M |
| Synovus Financial Corp. | 0.15% | Reduce -7.1% | 43,024 | $11.3M |
| Blair William & Co. | 0.03% | Add +22.4% | 39,367 | $10.3M |
| NorthCoast Asset Management LLC | 0.09% | New | 39,319 | $10.3M |
| Venture Visionary Partners LLC | 0.48% | New | 39,247 | $10.3M |
| Fortis Group Advisors, LLC | 2.03% | Reduce -25.1% | 38,945 | $10.2M |
"% of holder's portfolio" is IWO's weight in each manager's 13F, not the share of iShares Russell 2000 Growth the manager owns.