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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
KFI
551
Key Financial Inc
Pennsylvania
$445K -$1.51K -5 -0.4%
EBA
552
Eagle Bay Advisors
New York
$444K – – –
RW
553
Rede Wealth
Virginia
$444K +$419K +1,388 New
VA
554
Valmark Advisers
Ohio
$444K – – –
EAM
555
Empirical Asset Management
Massachusetts
$443K – – –
PWM
556
PBMares Wealth Management
Virginia
$441K +$7.24K +24 +2%
EWA
557
Exencial Wealth Advisors
Oklahoma
$441K -$43.1K -143 -9%
MFG
558
MidWestOne Financial Group
Iowa
$439K -$26.5K -88 -6%
Fisher Asset Management
559
Fisher Asset Management
Washington
$439K +$414K +1,371 New
IA
560
IFP Advisors
Florida
$438K -$8.75K -29 -2%
GWMR
561
GC Wealth Management RIA
Massachusetts
$436K – – –
AWA
562
Arete Wealth Advisors
Illinois
$436K +$17.2K +57 +4%
C
563
Croban
Ohio
$436K -$31.1K -103 -7%
PAM
564
Pegasus Asset Management
New York
$434K – – –
EW
565
Evoke Wealth
California
$429K – – –
OWM
566
Orgel Wealth Management
Wisconsin
$429K +$18.4K +61 +5%
CNBTD
567
Citizens National Bank Trust Department
Mississippi
$429K – – –
CPA
568
Cardiff Park Advisors
California
$428K – – –
VT
569
Vise Technologies
New York
$427K +$403K +1,335 New
KFC
570
Klingenstein Fields & Co
New York
$426K -$1.21K -4 -0.3%
QWP
571
Quotient Wealth Partners
Texas
$426K – – –
SCI
572
S&CO Inc
Massachusetts
$425K – – –
SWA
573
Sax Wealth Advisors
New Jersey
$425K +$302 +1 +0.1%
GWA
574
Gutierrez Wealth Advisory
Arkansas
$424K +$603 +2 +0.2%
SWM
575
SK Wealth Management
Rhode Island
$421K -$55.8K -185 -13%
21 22
23
24 25

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.