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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
CFFP
776
Center for Financial Planning
Michigan
$216K – – –
Loomis, Sayles & Company
777
Loomis, Sayles & Company
Massachusetts
$216K – – –
DFG
778
Dynamic Financial Group
Iowa
$215K +$203K +672 New
AIA
779
Accelerate Investment Advisors
California
$214K +$202K +668 New
BAM
780
Belpointe Asset Management
Nevada
$213K +$200K +664 New
FCA
781
Fortis Capital Advisors
Kansas
$213K +$200K +664 New
LI
782
LifeWealth Investments
Florida
$212K +$199K +661 New
LCG
783
Lisanti Capital Growth
New York
$210K +$198K +655 New
SDWMA
784
Schneider Downs Wealth Management Advisors
Pennsylvania
$209K -$450K -1,490 -69%
DIP
785
Davis Investment Partners
North Carolina
$208K +$196K +650 New
LBC
786
Lowe Brockenbrough & Co
Virginia
$207K +$195K +648 New
RWA
787
River Wealth Advisors
Pennsylvania
$207K +$195K +646 New
OWP
788
Obermeyer Wealth Partners
Colorado
$205K +$193K +641 New
RIS
789
Retirement Income Solutions
Michigan
$203K +$192K +635 New
SWM
790
SeaCrest Wealth Management
New York
$202K +$186K +617 New
XT
791
XTX Topco
Cayman Islands
$202K +$190K +631 New
TRIA
792
Trail Ridge Investment Advisors
Colorado
$202K +$190K +630 New
RPGK
793
Retirement Planning Group (Kansas)
Kansas
$201K +$189K +628 New
MWM
794
Mindset Wealth Management
Indiana
$201K +$189K +627 New
JSA
795
Jim Saulnier & Associates
Colorado
$201K +$189K +627 New
MCM
796
Manchester Capital Management
Vermont
$196K – – –
FP
797
Financial Perspectives
Minnesota
$194K +$302 +1 +0.2%
FLP
798
Financial Life Planners
Arizona
$193K +$182K +603 New
AAS
799
Ameritas Advisory Services
Nebraska
$193K -$63.4K -210 -26%
PMFA
800
Plante Moran Financial Advisors
Michigan
$186K -$3.32K -11 -2%
30 31
32
33 34

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.