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iShares Russell 2000 Growth ETF

991 hedge funds and large institutions have $9.64B invested in iShares Russell 2000 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 272 increasing their positions, 307 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $17M | Put options by funds: $8.16M

102% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 49

10% more capital invested

Capital invested by funds: $8.75B → $9.64B (+$893M)

8% more funds holding in top 10

Funds holding in top 10: 2426 (+2)

3% more funds holding

Funds holding: 960991 (+31)

1.16% less ownership

Funds ownership: 75.69%74.54% (-1.2%)

11% less repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 307

Holders
991
Holders Change
+31
Holders Change %
+3.23%
% of All Funds
13.01%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.34%
New
99
Increased
272
Reduced
307
Closed
49
Calls
$17M
Puts
$8.16M
Net Calls
+$8.87M
Net Calls Change
+$3.46M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
351
Brown Wealth Management
Illinois
$1.17M -$29.9K -99 -3%
IFPG
352
Intrepid Financial Planning Group
Indiana
$1.17M -$41.3K -137 -4%
DT
353
Diversified Trust
Tennessee
$1.15M
IAA
354
Independent Advisor Alliance
North Carolina
$1.15M +$216K +716 +25%
IFG
355
Independent Financial Group
California
$1.15M +$35.9K +119 +3%
CWMP
356
Clarion Wealth Managment Partners
Virginia
$1.15M -$94.1K -312 -8%
RA
357
Riversedge Advisors
Delaware
$1.14M -$18.7K -62 -2%
DTC
358
Davidson Trust Company
Washington
$1.13M +$62.4K +207 +6%
SFPG
359
Stonebridge Financial Planning Group
Florida
$1.12M -$54.3K -180 -5%
SG
360
StoneX Group
New York
$1.12M +$52.8K +175 +5%
DFA
361
DHJJ Financial Advisors
Illinois
$1.12M
AT
362
American Trust
Kentucky
$1.12M +$38K +126 +4%
ASN
363
Advisory Services Network
Georgia
$1.11M +$68.2K +226 +7%
NS
364
NBC Securities
Alabama
$1.11M +$22.6K +75 +2%
QCM
365
Quantinno Capital Management
New York
$1.11M +$745K +2,469 +247%
GJIA
366
Glass Jacobson Investment Advisors
Maryland
$1.11M +$10.6K +35 +1%
GPA
367
Guidance Point Advisors
Massachusetts
$1.11M -$12.4K -41 -1%
AL
368
Aspiriant LLC
California
$1.1M -$17.5K -58 -2%
TAM
369
Townsend Asset Management
North Carolina
$1.09M -$85.4K -283 -8%
SI
370
Shaker Investments
Ohio
$1.08M +$797K +2,642 +356%
WB
371
WesBanco Bank
West Virginia
$1.08M +$33.2K +110 +3%
IIC
372
Ironwood Investment Counsel
Arizona
$1.07M -$24.1K -80 -2%
QWM
373
Quadcap Wealth Management
Texas
$1.07M +$89K +295 +10%
HSA
374
HBK Sorce Advisory
Pennsylvania
$1.07M +$90.2K +299 +10%
FFO
375
Fortitude Family Office
Arizona
$1.07M +$1.01M +3,350 New

IWO Hedge Fund Activity: Q3 2025 in Review

991 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q3 2025, worth a combined $9.64B — up 10% from $8.75B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new IWO positions and 49 closed out — a net gain of 50 holders — while 272 added to existing stakes and 307 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $125M. The largest seller was Fidelity Investments, cutting an estimated $77.4M.

  • 991 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q3 2025, up from 960 in Q2 2025.
  • Funds reported $9.64B of iShares Russell 2000 Growth ETF stock for Q3 2025, up 10% quarter-over-quarter.
  • 99 funds opened new iShares Russell 2000 Growth ETF positions in Q3 2025 and 49 closed out, a net change of +50 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q3 2025 was JP Morgan Chase, an estimated $125M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q3 2025 was Fidelity Investments, an estimated $77.4M sold.

Based on aggregated 13F filings for Q3 2025.