Inst. Holders
50 funds
IW
IWO
ISHARES TR
$360.99 ▲ +0.94%
Prev close $357.6420 New Institutional Positions13 Institutional Exits
Snapshot
The big-picture read on IWO right now — valuation, ownership and activity at a glance.
Inst. Value
$8.0B
Inst. Activity
20 buys / 13 sells
SEC Reports
2
Price chart 30d -3.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 8, 2026 ftd
Aug 13, 2026 SEC FTD: IWO — 16,749 shares ($6.3M) failed to deliver
Settlement: 20260908, Price: $377.54, FTD Value: $6,323,417.46, ISHARES RUSSELL 2000 GWT ETF
A mixed institutional cluster in IWO (iShares Russell 2000 Growth ETF) for 2026-Q2 shows 6 buyers adding $19.8M in net n
INST-CLUSTER — Impact 4/10
Jun 30, 2026 Inst.
FMR LLC — ADD
531,617 shares ($209.4M)
Jun 30, 2026 Inst.
Jun 12, 2026 SEC HEALTHCARE OF ONTARIO PENSION — ADD
513,500 shares ($202.3M)
IWO (iShares Russell 2000 Growth ETF) saw mixed institutional activity in Q3 2024, with 8 buyers adding $22.2M net and 9
INST-CLUSTER — Impact 5/10
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
2 SEC filing reports analyzed · 0 bullish, 1 bearish, 1 mixed, 0 neutral · avg impact 4.5/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 8, 2026
ftd
FTD: IWO — 16,749 shares ($6.3M) failed to deliver
Settlement: 20260908, Price: $377.54, FTD Value: $6,323,417.46, ISHARES RUSSELL 2000 GWT ETF
Sep 7, 2026
dark_pool
Dark Pool: IWO — 0.4M shares, 6,046 trades
Week starting 2026-09-07. Total ATS volume: 357,589 shares across 6,046 trades.
Sep 4, 2026
ftd
FTD: IWO — 14,999 shares ($5.7M) failed to deliver
Settlement: 20260904, Price: $377.10, FTD Value: $5,656,122.9, ISHARES RUSSELL 2000 GWT ETF
Sep 3, 2026
ftd
FTD: IWO — 8,023 shares ($3.0M) failed to deliver
Settlement: 20260903, Price: $375.11, FTD Value: $3,009,507.53, ISHARES RUSSELL 2000 GWT ETF
Aug 31, 2026
ftd
FTD: IWO — 1,685 shares ($0.6M) failed to deliver
Settlement: 20260831, Price: $378.91, FTD Value: $638,463.35, ISHARES RUSSELL 2000 GWT ETF
Institutional ownership
Which big funds own IWO (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $8.0B total value (20,339,354 shares) as of 2026-Q2. Top holders: BANK, MORGAN, ENVESTNET. Net buying activity: 20 institutions added/increased vs 13 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 3,483,298 | $1.4B | 17.2% | — |
| MORGAN STANLEY | 2,328,293 | $917.3M | 11.5% | — |
| ENVESTNET ASSET MANAGEMENT INC | 1,080,233 | $425.6M | 5.3% | — |
| GOLDMAN SACHS GROUP INC | 965,896 | $380.5M | 4.8% | — |
| WELLS FARGO & COMPANY/MN | 704,958 | $277.7M | 3.5% | — |
| LPL Financial LLC | 598,485 | $235.8M | 3.0% | — |
| PNC FINANCIAL SERVICES GROUP, INC. | 592,625 | $233.5M | 2.9% | — |
| D.A. DAVIDSON & CO. | 550,307 | $216.8M | 2.7% | — |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 546,451 | $215.3M | 2.7% | — |
| FMR LLC | 531,617 | $209.4M | 2.6% | ADD +48.6% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 357,770 | 531,617 | +48.6% | $209.4M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | ADD | 410,500 | 513,500 | +25.1% | $202.3M |
| ALLIANCEBERNSTEIN L.P. | DOUBLED | 214,635 | 446,583 | +108.1% | $140.1M |
| Clearbridge Investments, LLC | DOUBLED | 16,968 | 116,668 | +587.6% | $46.0M |
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 50,752 | 87,193 | +71.8% | $34.4M |
| FULLER & THALER ASSET MANAGEMENT, INC. | TRIM | 88,846 | 58,463 | -34.2% | $23.0M |
| BARCLAYS PLC | DOUBLED | 1,913 | 51,002 | +2566.1% | $20.1M |
| AXIOM INVESTORS LLC /DE | ADD | 30,500 | 46,400 | +52.1% | $18.3M |
| JANE STREET GROUP, LLC | DOUBLED | 14,967 | 46,291 | +209.3% | $18.2M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | TRIM | 82,409 | 45,212 | -45.1% | $17.8M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for IWO.
Shares short
2,115,425
Settlement Sep 15, 2026
Change vs prior
-5.0%
Semi-monthly cycle
Days to cover
5.0
At avg daily volume
All IWO filing & press-release reports (2)
- INST-CLUSTER reportAug 13, 2026
- INST-CLUSTER reportJun 12, 2026