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iShares Russell 2000 Growth ETF
IWO

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: 24 → 26 (+2)

3% more funds holding

Funds holding: 960 → 991 (+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

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$125M
2
Barclays
Barclays
United Kingdom
+$31M
3
US Bancorp
US Bancorp
Minnesota
+$28.9M
4
SGAM
Stephens Group Asset Management
Arkansas
+$12.4M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$12.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$77.4M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$62.2M
3
Bank of America
Bank of America
North Carolina
-$54M
4
Morgan Stanley
Morgan Stanley
New York
-$46.8M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$42.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
426
Harbour Investments
Wisconsin
$825K +$603 +2 +0.1%
GCM
427
Gables Capital Management
Florida
$824K – – –
PWM
428
Perigon Wealth Management
California
$824K -$27.5K -91 -3%
PHAM
429
Palisades Hudson Asset Management
Florida
$822K +$905 +3 +0.1%
SWA
430
Strategies Wealth Advisors
Michigan
$805K +$9.35K +31 +1%
PPA
431
Pacific Point Advisors
California
$800K – – –
IWA
432
Inspirion Wealth Advisors
Illinois
$799K – – –
FA
433
FC Advisory
Pennsylvania
$799K +$905 +3 +0.1%
GPA
434
Garrison Point Advisors
California
$793K – – –
NOI
435
Newton One Investments
Delaware
$790K -$5.13K -17 -0.7%
B
436
Bensler
Washington
$780K +$302 +1 +0%
GIA
437
GHP Investment Advisors
Colorado
$778K +$3.32K +11 +0.5%
CWA
438
Consilium Wealth Advisory
Texas
$773K – – –
KCM
439
Kennicott Capital Management
California
$773K -$50.4K -167 -6%
NPT
440
National Philanthropic Trust
Pennsylvania
$770K – – –
SCM
441
Stordahl Capital Management
Colorado
$769K -$3.32K -11 -0.5%
SVWAG
442
Sound View Wealth Advisors Group
Georgia
$767K +$3.92K +13 +0.5%
AFP
443
Ausdal Financial Partners
Iowa
$759K +$66.1K +219 +10%
CWM
444
Cahaba Wealth Management
Georgia
$750K +$905 +3 +0.1%
ATI
445
ARK & TLK Investments
Oklahoma
$746K – – –
LW
446
Linscomb Wealth
Texas
$742K -$36.8K -122 -5%
CAL
447
Capital Analysts LLC
Pennsylvania
$742K – – –
BSTWA
448
Blake Schutter Theil Wealth Advisors
Ohio
$741K +$603 +2 +0.1%
HCA
449
Heck Capital Advisors
Wisconsin
$741K +$69.7K +231 +11%
BFS
450
Bradley Foster & Sargent
Connecticut
$736K – – –
16 17
18
19 20

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.