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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
SIC
701
Sigma Investment Counselors
Michigan
$282K – – –
ALC
702
Alexander Labrunerie & Co
Missouri
$281K – – –
WA
703
Waddell & Associates
Tennessee
$279K – – –
WA
704
WBH Advisory
Maryland
$279K – – –
RCM
705
Radnor Capital Management
Pennsylvania
$278K – – –
BP
706
Ballentine Partners
Massachusetts
$277K +$261K +866 New
TA
707
TFB Advisors
Kansas
$275K +$7.54K +25 +3%
FNBOO
708
First National Bank of Omaha
Nebraska
$275K – – –
BAM
709
Berkshire Asset Management
Pennsylvania
$274K – – –
UAG
710
United Advisor Group
Ohio
$274K +$7.84K +26 +3%
ST
711
Smithfield Trust
Pennsylvania
$273K -$24.1K -80 -9%
GFP
712
Gryphon Financial Partners
Ohio
$273K – – –
S
713
Sunpointe
Missouri
$272K – – –
FLPIM
714
F.L. Putnam Investment Management
Massachusetts
$270K +$255K +845 New
PWS
715
Proactive Wealth Strategies
Georgia
$270K +$302 +1 +0.1%
REMPR
716
Roof Eidam Maycock Peralta (REMP)
California
$265K -$106K -350 -30%
TCA
717
Transcend Capital Advisors
New Jersey
$265K +$23.5K +78 +10%
NWM
718
Navigation Wealth Management
Colorado
$265K +$249K +827 New
SC
719
Sapient Capital
Indiana
$265K – – –
WF
720
Warner Financial
Maryland
$264K – – –
WP
721
Wealthspan Partners
Iowa
$264K -$36.2K -120 -13%
IWA
722
Icon Wealth Advisors
Texas
$263K – – –
CFP
723
Cascade Financial Partners
California
$262K – – –
WHCFA
724
William Howard & Co Financial Advisors
Tennessee
$261K -$43.4K -144 -15%
MPWT
725
MassMutual Private Wealth & Trust
Connecticut
$261K -$17.5K -58 -7%
27 28
29
30 31

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.