We are live on ! Find out more
IWO icon

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
SFPG
351
Stonebridge Financial Planning Group
Florida
$1.06M -$21.3K -81 -2%
TAM
352
Townsend Asset Management
North Carolina
$1.05M -$47.1K -179 -5%
TNA
353
True North Advisors
Texas
$1.05M -$37.9K -144 -4%
WFAG
354
Wescott Financial Advisory Group
Pennsylvania
$1.05M +$87.4K +332 +10%
KWM
355
Kingsview Wealth Management
Oregon
$1.04M -$29.2K -111 -3%
GL
356
Graypoint LLC
New York
$1.04M
RA
357
Riversedge Advisors
Delaware
$1.03M +$28.4K +108 +3%
DT
358
Diversified Trust
Tennessee
$1.03M -$10.5K -40 -1%
AWM
359
Apollon Wealth Management
South Carolina
$1.03M +$12.1K +46 +1%
TPCW
360
TD Private Client Wealth
New York
$1.01M -$306K -1,161 -25%
AL
361
Aspiriant LLC
California
$1M +$4.74K +18 +0.5%
GPA
362
Guidance Point Advisors
Massachusetts
$1M -$67.9K -258 -7%
DFA
363
DHJJ Financial Advisors
Illinois
$997K
IFG
364
Independent Financial Group
California
$992K +$88.4K +336 +11%
MMHP
365
Murphy Middleton Hinkle & Parker
Georgia
$983K
IIC
366
Ironwood Investment Counsel
Arizona
$982K +$13.9K +53 +2%
GJIA
367
Glass Jacobson Investment Advisors
Maryland
$982K -$36.9K -140 -4%
SWM
368
Spire Wealth Management
Virginia
$979K +$175K +666 +24%
NS
369
NBC Securities
Alabama
$972K +$40K +152 +5%
KMWM
370
Keudell/Morrison Wealth Management
Oregon
$972K
P
371
&Partners
Tennessee
$968K +$100K +381 +13%
ATPW
372
Ashton Thomas Private Wealth
Arizona
$961K +$216K +821 +32%
AT
373
American Trust
Kentucky
$961K +$885K +3,362 New
FCP
374
Fidelis Capital Partners
Florida
$958K -$27.4K -104 -3%
FCH
375
Freestone Capital Holdings
Washington
$955K -$1.58K -6 -0.2%

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.