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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
CFO
751
Callan Family Office
Pennsylvania
$231K +$218K +723 New
BBW
752
Blue Barn Wealth
Utah
$231K -$79.9K -265 -27%
VAG
753
VisionPoint Advisory Group
Texas
$230K +$217K +720 New
AA
754
Addison Advisors
Vermont
$230K -$6.64K -22 -3%
RWP
755
RWA Wealth Partners
Massachusetts
$230K – – –
TDWM
756
Topel & Distasi Wealth Management
California
$229K -$12.1K -40 -5%
HCA
757
Harbour Capital Advisors
Virginia
$228K – – –
FFA
758
Florida Financial Advisors
Florida
$226K +$213K +705 New
AC
759
AlphaCore Capital
California
$225K – – –
MFG
760
Magnus Financial Group
New York
$225K – – –
JWM
761
JP Wealth Management
South Carolina
$223K +$210K +697 New
LSPW
762
Lake Street Private Wealth
Illinois
$222K -$4.22K -14 -2%
AWA
763
Aaron Wealth Advisors
Illinois
$222K +$209K +694 New
SA
764
Sovran Advisors
California
$221K +$203K +674 New
FNT
765
First Nebraska Trust
Nebraska
$220K +$208K +688 New
EWM
766
Evermay Wealth Management
Virginia
$220K -$10.6K -35 -5%
EIP
767
Ellis Investment Partners
Pennsylvania
$219K +$207K +685 New
LI
768
LMCG Investments
Massachusetts
$219K +$207K +685 New
APW
769
Austin Private Wealth
Texas
$219K +$206K +683 New
SAM
770
Synergy Asset Management
Washington
$218K +$205K +681 New
EFG
771
Everhart Financial Group
Ohio
$218K +$205K +680 New
SIA
772
Soltis Investment Advisors
Utah
$217K +$205K +679 New
GGS
773
Galvin Gaustad & Stein
Arizona
$217K +$205K +679 New
CHJWM
774
Carlton Hofferkamp & Jenks Wealth Management
Texas
$217K +$196K +651 New
PL
775
Plancorp LLC
Missouri
$217K -$385K -1,276 -65%
29 30
31
32 33

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.