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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
SAM
501
Seelaus Asset Management
New Jersey
$552K +$16.6K +55 +3%
AIM
502
Allen Investment Management
New York
$550K – – –
IWM
503
IHT Wealth Management
Illinois
$549K +$603 +2 +0.1%
DJSG
504
D.J. St. Germain
Massachusetts
$549K – – –
BPC
505
Bearing Point Capital
Minnesota
$544K -$52.8K -175 -9%
NFC
506
Northstar Financial Companies
Pennsylvania
$544K – – –
AIM
507
Athena Investment Management
California
$542K – – –
ACA
508
Aptus Capital Advisors
Alabama
$542K +$17.2K +57 +3%
CWM
509
Castle Wealth Management
Florida
$542K – – –
PWM
510
Parkshore Wealth Management
California
$541K – – –
JWM
511
Jupiter Wealth Management
Colorado
$539K – – –
CWM
512
Cranbrook Wealth Management
Michigan
$538K -$2.11K -7 -0.4%
SWA
513
Stratos Wealth Advisors
Ohio
$537K – – –
HFA
514
High Falls Advisors
New York
$533K -$302 -1 -0.1%
SWP
515
Summit Wealth Partners
Florida
$531K -$30.8K -102 -6%
PWP
516
Perfromance Wealth Partners
Illinois
$531K – – –
JIC
517
Joel Isaacson & Co
New York
$527K – – –
CD
518
Chapin Davis
Maryland
$527K +$302 +1 +0.1%
CAG
519
Curtis Advisory Group
California
$522K +$15.4K +51 +3%
FPGK
520
Financial Partners Group (Kansas)
Kansas
$519K – – –
TCM
521
Tassel Capital Management
North Carolina
$518K +$905 +3 +0.2%
AIA
522
Armor Investment Advisors
North Carolina
$518K – – –
IAG
523
Investmark Advisory Group
Connecticut
$517K +$10.3K +34 +2%
UF
524
Univest Financial
Pennsylvania
$515K -$35.6K -118 -7%
CMI
525
Clare Market Investments
Texas
$508K +$106K +351 +28%
19 20
21
22 23

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.