iShares Russell 2000 GrowthIWOETF
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 1,063 institutions reported holding iShares Russell 2000 Growth (IWO) in their 13F filings, up 72 from Q3 2025. 79 opened new positions and 50 sold out. The largest holders were Bank of America Corp. ($1.3B), Morgan Stanley ($846.1M) and Barings LLC ($540.0M). 7 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Russell 2000 Growth
- CUSIP
- 464287648
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 79 | $113.9M |
| Exits | 50 | $170.3M |
All 13F filers, Q3 2025 → Q4 2025: 3,110,423 shares bought and 1,610,337 shares sold, net +1,500,086 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,063 holders
| Bank of America Corp. | 0.10% | Add +10.6% | 4,151,228 | $1.3B |
| Morgan Stanley | 0.05% | Add +4.9% | 2,619,371 | $846.1M |
| Barings LLC | 10.31% | Add +2.0% | 1,657,750 | $540.0M |
| Tiaa Trust, National Association | 1.06% | Reduce -0.8% | 1,359,871 | $441.2M |
| Envestnet Asset Management Inc. | 0.11% | Add +5.0% | 1,121,692 | $362.3M |
| Goldman Sachs Group Inc. | 0.04% | Add +68.8% | 966,022 | $312.0M |
| Cassaday & Co Wealth Management LLC | 6.27% | Add +1.1% | 921,669 | $297.7M |
| Wells Fargo & Company | 0.05% | Add +6.4% | 777,074 | $251.0M |
| PNC Financial Services Group, Inc. | 0.11% | Reduce -1.3% | 613,190 | $198.1M |
| LPL Financial LLC | 0.05% | Add +3.6% | 572,694 | $185.0M |
| D.A. Davidson & Co. | 1.05% | Add +2.1% | 532,522 | $172.0M |
| UBS Group AG | 0.03% | Add +10.3% | 522,032 | $168.6M |
| Cohen Klingenstein LLC | 5.07% | Reduce -1.8% | 516,788 | $166.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -49.6% | 491,725 | $158.8M |
| Northern Trust Corp. | 0.02% | Add +3.3% | 451,470 | $145.8M |
| Commonwealth Equity Services, LLC | 0.19% | Reduce -6.2% | 449,381 | $145.2M |
| Raymond James Financial Inc. | 0.04% | Add +1.6% | 389,572 | $125.9M |
| Royal Bank of Canada | 0.02% | Add +12.3% | 379,547 | $122.6M |
| M&T Bank Corp | 0.37% | Reduce -0.2% | 354,317 | $114.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.19% | Add +182.2% | 341,500 | $110.3M |
| BNP Paribas Financial Markets | 0.07% | Add +40.2% | 339,344 | $109.6M |
| FMR LLC | 0.01% | Add +6.1% | 305,690 | $98.7M |
| AE Wealth Management LLC | 0.49% | Add +24.2% | 266,445 | $86.1M |
| Corient Private Wealth LP | 0.11% | Add +27.1% | 261,477 | $84.5M |
| Commerce Bank | 0.46% | Add +14.1% | 258,330 | $83.4M |
| Financial Engines Advisors L.L.C. | 0.16% | Reduce -4.7% | 254,193 | $82.1M |
| Cetera Investment Advisers | 0.09% | Reduce -2.2% | 242,397 | $78.3M |
| Badgley Phelps Wealth Managers, LLC | 1.32% | Add +2.9% | 223,021 | $72.0M |
| Citigroup Inc. | 0.05% | Add +238.0% | 222,509 | $71.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.6% | 218,643 | $70.6M |
| Brown Advisory Inc. | 0.10% | Add +30.8% | 217,608 | $70.3M |
| Alliancebernstein L.P. | 0.02% | Reduce -13.5% | 217,502 | $70.3M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +1.9% | 179,568 | $60.6M |
| Creative Planning | 0.04% | Add +5.2% | 184,037 | $59.4M |
| Sei Investments Co. | 0.05% | Reduce 0.0% | 170,636 | $55.1M |
| US Bancorp \de | 0.06% | Reduce -38.1% | 159,943 | $51.7M |
| Ameriprise Financial Inc. | 0.01% | Add +13.2% | 152,488 | $49.3M |
| Keybank National Association | 0.17% | Add +0.6% | 146,115 | $47.2M |
| Osaic Holdings, Inc. | 0.07% | Add +64.8% | 142,797 | $46.2M |
| Pacific Life Fund Advisors LLC | 4.74% | Add +33.0% | 142,468 | $46.0M |
| Cresset Asset Management, LLC | 0.19% | Add +0.0% | 139,330 | $45.0M |
| Pathstone Holdings, LLC | 0.17% | Add +8.5% | 138,972 | $44.9M |
| Rockefeller Capital Management L.P. | 0.08% | Add +29.5% | 135,705 | $43.8M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +0.8% | 127,183 | $41.1M |
| Truist Financial Corp. | 0.05% | Reduce -2.9% | 123,200 | $39.8M |
| Choreo, LLC | 0.47% | Add +3.0% | 113,436 | $37.0M |
| Jones Financial Companies LLLP | 0.02% | Add +11.1% | 114,392 | $36.9M |
| Focus Partners Wealth | 0.04% | Add +48.5% | 110,423 | $35.7M |
| Fort Washington Investment Advisors Inc. | 0.18% | Add +1.6% | 106,920 | $34.5M |
| MAI Capital Management | 0.19% | Add +3.1% | 103,345 | $33.4M |
| Stifel Financial Corp. | 0.03% | Add +25.1% | 97,565 | $31.5M |
| Fuller & Thaler Asset Management, Inc. | 0.10% | Add +163.4% | 92,588 | $29.9M |
| Yarbrough Capital, LLC | 0.91% | No change | 90,335 | $29.2M |
| Silvercrest Asset Management Group LLC | 0.20% | Reduce -1.3% | 88,572 | $28.6M |
| WoodTrust Financial Corp | 3.33% | Reduce -0.7% | 88,308 | $28.5M |
| Wellington Management Group LLP | 0.00% | Add +87.1% | 84,328 | $27.2M |
| Hantz Financial Services, Inc. | 0.40% | Add +6.3% | 84,044 | $27.1M |
| Moneta Group Investment Advisors LLC | 0.20% | Reduce -2.1% | 82,685 | $26.7M |
| Captrust Financial Advisors | 0.05% | Add +4.5% | 79,275 | $25.6M |
| Bank of Montreal | 0.01% | Reduce -0.5% | 78,853 | $25.5M |
| Comerica Bank | 0.10% | Add +10.1% | 77,957 | $25.2M |
| Barclays PLC | 0.01% | Reduce -45.8% | 76,537 | $24.7M |
| Congress Asset Management Co. | 0.17% | Add +4991.1% | 76,264 | $24.6M |
| Stephens Group Asset Management, LLC | 1.61% | Add +0.0% | 74,859 | $24.2M |
| VAUGHAN & Co SECURITIES, INC. | 12.33% | Add +1.0% | 73,800 | $23.8M |
| HighTower Advisors, LLC | 0.03% | Add +6.0% | 72,883 | $23.5M |
| MML Investors Services, LLC | 0.06% | Add +5.5% | 72,689 | $23.5M |
| BlackRock, Inc. | 0.00% | Add +19.4% | 70,299 | $22.7M |
| Cerity Partners LLC | 0.03% | Add +6.3% | 67,791 | $21.9M |
| Droms Strauss Advisors Inc. /Mo/ | 5.68% | Reduce -0.5% | 66,873 | $21.6M |
| Waldron Private Wealth LLC | 0.84% | Reduce -3.4% | 65,597 | $21.2M |
| Mariner, LLC | 0.02% | Add +0.8% | 64,230 | $20.7M |
| Allspring Global Investments Holdings, LLC | 0.03% | New | 62,141 | $20.1M |
| Geneva Capital Management LLC | 0.38% | Reduce -12.6% | 61,898 | $20.0M |
| Fiera Capital Corp | 0.06% | Add +710.6% | 61,864 | $20.0M |
| Kestra Advisory Services, LLC | 0.08% | Add +9.4% | 60,407 | $19.5M |
| Powell Investment Advisors, LLC | 6.71% | Reduce -0.5% | 60,334 | $19.5M |
| Confluence Wealth Services, Inc. | 0.80% | Add +2.5% | 59,528 | $19.2M |
| Avantax Planning Partners, Inc. | 0.49% | Add +0.3% | 54,063 | $17.5M |
| First Horizon Corp. | 0.77% | Add +50.7% | 53,005 | $17.1M |
| AMG National Trust Bank | 0.40% | Reduce -4.6% | 52,611 | $17.0M |
| Baird Financial Group, Inc. | 0.03% | Add +4.8% | 50,506 | $16.3M |
| Wealthspire Advisors, LLC | 0.13% | Add +2.2% | 49,395 | $16.0M |
| Fifth Third Bancorp | 0.05% | Reduce -0.9% | 49,331 | $15.9M |
| Courier Capital LLC | 0.87% | Add +1.9% | 47,800 | $15.4M |
| Axiom Investors LLC | 0.13% | Reduce -12.9% | 47,100 | $15.2M |
| LMG Wealth Partners, LLC | 2.78% | Add +2.1% | 46,144 | $14.9M |
| Fortis Group Advisors, LLC | 2.46% | Add +60.7% | 43,677 | $14.7M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +1.3% | 44,708 | $14.4M |
| Tobias Financial Advisors, Inc. | 1.98% | Add +1.5% | 43,449 | $14.0M |
| RTD Financial Advisors, Inc. | 1.69% | Reduce -2.4% | 42,849 | $13.8M |
| Allworth Financial LP | 0.06% | Add +905.7% | 41,909 | $13.5M |
| Whittier Trust Co. of Nevada Inc. | 0.28% | Add +3.4% | 40,104 | $13.5M |
| Shepherd Financial Partners LLC | 1.24% | Reduce -3.4% | 41,462 | $13.4M |
| Strategic Equity Management | 4.51% | New | 41,177 | $13.3M |
| Summit Financial, LLC | 0.19% | Add +17.9% | 40,590 | $13.1M |
| Waverly Advisors, LLC | 0.11% | Add +5.2% | 40,158 | $13.0M |
| Quent Capital, LLC | 0.93% | Add +25.1% | 40,074 | $12.9M |
| Pinnacle Financial Partners, Inc. | 0.10% | — | 39,175 | $12.7M |
| Blair William & Co. | 0.03% | Reduce -3.9% | 37,644 | $12.2M |
"% of holder's portfolio" is IWO's weight in each manager's 13F, not the share of iShares Russell 2000 Growth the manager owns.