ISHARES TR (IWO): Ownership & Insider Activity
Hedge funds and institutional managers reporting a position in IWO. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
9
13F filers
Aggregate Value
$149.8M
Across holders
Last Price
$383.16
2026-08-24
Sector
—
GICS
Quarterly fund activity7 increased1 reduced2 exited
Full exits: Squarepoint Ops LLC, SHAW D E & CO INC
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. CIK 0001739439 | Hedge Fund | 134K | $52.7M | 35.2% | 0.1% | Reduced | $-110.7M | Q2 2026 |
| Clearbridge Investments, LLC CIK 0001348883 | Hedge Fund | 117K | $46.0M | 30.7% | 0.0% | Added | +$39.3M | Q2 2026 |
| AXIOM INVESTORS LLC /DE CIK 0001109147 | Hedge Fund | 46K | $18.3M | 12.2% | 0.2% | Added | +$6.3M | Q2 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 43K | $16.8M | 11.2% | 0.0% | Added | +$11.1M | Q2 2026 |
| TWO SIGMA INVESTMENTS, LP CIK 0001179392 | Hedge Fund | 17K | $6.5M | 4.4% | 0.0% | Added | — | Q2 2026 |
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 13K | $5.2M | 3.5% | 0.0% | Added | +$5.2M | Q2 2026 |
| Gotham Asset Management, LLC CIK 0001510387 | Hedge Fund | 8K | $3.1M | 2.1% | 0.0% | Added | +$336K | Q2 2026 |
| MILLENNIUM MANAGEMENT LLC CIK 0001273087 | Hedge Fund | 3K | $1.0M | 0.7% | 0.0% | Added | +$66K | Q2 2026 |
| Ancora Advisors, LLC CIK 0001446114 | Hedge Fund | 426 | $168K | 0.1% | 0.0% | Unchanged | +$0 | Q2 2026 |
Reduced
Hedge Fund
$52.7M· 35.2% of total· 0.1% port· 134K sh· $-110.7M QoQ· Q2 2026
Added
Hedge Fund
$46.0M· 30.7% of total· 0.0% port· 117K sh· +$39.3M QoQ· Q2 2026
Added
Hedge Fund
$18.3M· 12.2% of total· 0.2% port· 46K sh· +$6.3M QoQ· Q2 2026
Added
Hedge Fund
$16.8M· 11.2% of total· 0.0% port· 43K sh· +$11.1M QoQ· Q2 2026
Added
Hedge Fund
$6.5M· 4.4% of total· 0.0% port· 17K sh· — QoQ· Q2 2026
Added
Hedge Fund
$5.2M· 3.5% of total· 0.0% port· 13K sh· +$5.2M QoQ· Q2 2026
Added
Hedge Fund
$3.1M· 2.1% of total· 0.0% port· 8K sh· +$336K QoQ· Q2 2026
Added
Hedge Fund
$1.0M· 0.7% of total· 0.0% port· 3K sh· +$66K QoQ· Q2 2026
Unchanged
Hedge Fund
$168K· 0.1% of total· 0.0% port· 426 sh· +$0 QoQ· Q2 2026
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