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iShares Russell 2000 Growth ETF

960 hedge funds and large institutions have $8.75B invested in iShares Russell 2000 Growth ETF in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 237 increasing their positions, 370 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $13M | Put options by funds: $7.63M

27% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 67

9% more capital invested

Capital invested by funds: $8B → $8.75B (+$746M)

1.62% more ownership

Funds ownership: 74.08%75.69% (+1.6%)

0% more funds holding

Funds holding: 957960 (+3)

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

36% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 370

Holders
960
Holders Change
+3
Holders Change %
+0.31%
% of All Funds
12.64%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.32%
New
85
Increased
237
Reduced
370
Closed
67
Calls
$13M
Puts
$7.63M
Net Calls
+$5.4M
Net Calls Change
+$3.59M
Name Holding Trade Value Shares
Change
Change in
Stake
FTWA
251
Fifth Third Wealth Advisors
Ohio
$2.06M -$130K -492 -6%
LB
252
Legacy Bridge
Iowa
$2.06M -$790 -3 -0%
SFA
253
Sequoia Financial Advisors
Ohio
$2.04M -$5.53K -21 -0.3%
Principal Financial Group
254
Principal Financial Group
Iowa
$2.03M -$500K -1,900 -21%
LGG
255
Luts & Greenleigh Group
Maryland
$2.03M +$281K +1,066 +18%
GAM
256
Gotham Asset Management
New York
$2.02M +$1.61M +6,106 +637%
SG
257
Somerset Group
Minnesota
$2.01M
PWA
258
Primoris Wealth Advisors
Florida
$1.97M -$3.79M -14,397 -68%
CAG
259
Crestwood Advisors Group
Massachusetts
$1.95M -$82.9K -315 -4%
SCG
260
Sonata Capital Group
Washington
$1.94M +$13.4K +51 +0.8%
SCA
261
Snowden Capital Advisors
New York
$1.93M -$237K -900 -12%
RP
262
Riverbridge Partners
Minnesota
$1.93M -$1.75M -6,630 -50%
JA
263
JVL Associates
Michigan
$1.93M
JFG
264
JMG Financial Group
Illinois
$1.89M
PAG
265
Private Advisor Group
New Jersey
$1.88M -$20.8K -79 -1%
SW
266
SVB Wealth
Massachusetts
$1.88M +$1.73M +6,585 New
FPAS
267
Focus Partners Advisor Solutions
Missouri
$1.86M +$134K +508 +8%
SWGC
268
Summit Wealth Group (Colorado)
Colorado
$1.83M +$1.69M +6,417 New
WAP
269
Wealthcare Advisory Partners
Pennsylvania
$1.82M -$192K -730 -10%
RSWM
270
Robertson Stephens Wealth Management
California
$1.79M +$546K +2,075 +49%
SGCA
271
Steel Grove Capital Advisors
Tennessee
$1.78M -$13.4K -51 -0.8%
LWCFA
272
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.78M -$31.6K -120 -2%
SPC
273
Sigma Planning Corp
Michigan
$1.76M -$49K -186 -3%
MFGP
274
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.75M -$112K -424 -6%
HCMT
275
Highland Capital Management (Tennessee)
Tennessee
$1.74M -$46.1K -175 -3%

IWO Hedge Fund Activity: Q2 2025 in Review

960 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q2 2025, worth a combined $8.75B — up 9.3% from $8B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new IWO positions and 67 closed out — a net gain of 18 holders — while 237 added to existing stakes and 370 trimmed.

The largest buyer was State Street, opening a new position worth an estimated $78.1M. The largest seller was Corient Private Wealth, cutting an estimated $43.5M.

  • 960 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q2 2025, up from 957 in Q1 2025.
  • Funds reported $8.75B of iShares Russell 2000 Growth ETF stock for Q2 2025, up 9.3% quarter-over-quarter.
  • 85 funds opened new iShares Russell 2000 Growth ETF positions in Q2 2025 and 67 closed out, a net change of +18 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q2 2025 was State Street, an estimated $78.1M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q2 2025 was Corient Private Wealth, an estimated $43.5M sold.

Based on aggregated 13F filings for Q2 2025.