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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
WP
451
WealthPLAN Partners
Nebraska
$735K -$35.3K -117 -5%
PGFC
452
Peapack-Gladstone Financial Corp
New Jersey
$735K -$22.6K -75 -3%
LT
453
Legacy Trust
Michigan
$733K -$14.2K -47 -2%
SC
454
Sepio Capital
Utah
$732K – – –
SW
455
SkyOak Wealth
Michigan
$726K -$13.6K -45 -2%
SAM
456
Smithbridge Asset Management
Pennsylvania
$722K – – –
FMI
457
F/M Investments
District of Columbia
$721K – – –
FB
458
Fulton Bank
Pennsylvania
$720K -$3.62K -12 -0.5%
IWS
459
Integrity Wealth Solutions
Colorado
$720K +$302 +1 +0%
PPWM
460
PFG Private Wealth Management
Florida
$720K +$678K +2,248 New
SC
461
Sierra Capital
Florida
$711K – – –
PPWP
462
Premier Path Wealth Partners
New Jersey
$709K -$4.22K -14 -0.6%
TPW
463
Transatlantique Private Wealth
New York
$704K – – –
SWM
464
Sentinel Wealth Management
Virginia
$698K – – –
AWA
465
American Wealth Advisors
Georgia
$697K +$657K +2,179 New
PCIA
466
Prime Capital Investment Advisors
Kansas
$678K +$16.6K +55 +3%
ECM
467
Elgethun Capital Management
South Dakota
$664K – – –
TC
468
Trilogy Capital
California
$661K +$623K +2,066 New
SAM
469
Smartleaf Asset Management
Massachusetts
$659K +$57K +189 +10%
HPC
470
HM Payson & Co
Maine
$656K -$22K -73 -3%
NW
471
NewEdge Wealth
Pennsylvania
$652K -$6.64K -22 -1%
CCB
472
Country Club Bank
Missouri
$649K -$106K -350 -15%
SIP
473
Stoneridge Investment Partners
Pennsylvania
$647K +$64.6K +214 +12%
HPM
474
Hoxton Planning & Management
West Virginia
$645K +$20.2K +67 +3%
CT
475
Colonial Trust
South Carolina
$645K -$3.92K -13 -0.6%
17 18
19
20 21

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.