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iShares Russell 2000 Growth ETF

960 hedge funds and large institutions have $8.75B invested in iShares Russell 2000 Growth ETF in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 237 increasing their positions, 370 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $13M | Put options by funds: $7.63M

27% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 67

9% more capital invested

Capital invested by funds: $8B → $8.75B (+$746M)

1.62% more ownership

Funds ownership: 74.08%75.69% (+1.6%)

0% more funds holding

Funds holding: 957960 (+3)

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

36% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 370

Holders
960
Holders Change
+3
Holders Change %
+0.31%
% of All Funds
12.64%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.32%
New
85
Increased
237
Reduced
370
Closed
67
Calls
$13M
Puts
$7.63M
Net Calls
+$5.4M
Net Calls Change
+$3.59M
Name Holding Trade Value Shares
Change
Change in
Stake
SF
101
Summit Financial
New Jersey
$10.7M +$449K +1,704 +5%
FWM
102
FSA Wealth Management
Massachusetts
$10.4M +$367K +1,395 +4%
TCM
103
Thoma Capital Management
Maryland
$10.1M -$495K -1,881 -5%
SGAM
104
Stephens Group Asset Management
Arkansas
$9.67M +$1.83M +6,937 +26%
GCM
105
Geneva Capital Management
Wisconsin
$9.67M -$2.33M -8,871 -21%
HSBC Holdings
106
HSBC Holdings
United Kingdom
$9.38M -$193K -735 -2%
QC
107
Quent Capital
New York
$9.38M +$1.22M +4,652 +17%
FEG
108
Fund Evaluation Group
Ohio
$9.34M
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
$9.3M -$38M -144,358 -82%
ClearBridge Investments
110
ClearBridge Investments
New York
$8.82M +$5.45M +20,700 +204%
SI
111
Stephens Inc
Arkansas
$8.57M -$18.5M -70,154 -70%
NA
112
NewEdge Advisors
Louisiana
$8.55M -$175K -663 -2%
CP
113
Covenant Partners
Tennessee
$8.48M -$205K -777 -3%
CG
114
Corundum Group
Colorado
$8.3M +$94.8K +360 +1%
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$8.17M -$406K -1,541 -5%
TH
116
Team Hewins
California
$7.98M +$527K +2,003 +8%
SA
117
Sanctuary Advisors
Indiana
$7.72M +$1.08M +4,096 +18%
MWM
118
Modera Wealth Management
New Jersey
$7.69M -$5K -19 -0.1%
OCM
119
One Capital Management
California
$7.65M -$422K -1,603 -6%
AWE
120
Avidian Wealth Enterprises
Texas
$7.63M -$144K -546 -2%
EFG
121
Erickson Financial Group
Pennsylvania
$7.6M -$2.25M -8,532 -24%
CIBC Private Wealth Group
122
CIBC Private Wealth Group
Georgia
$7.56M +$86.3K +328 +1%
OFS
123
Oldfather Financial Services
Nebraska
$7.53M +$142K +538 +2%
LFWA
124
LBJ Family Wealth Advisors
Texas
$7.39M +$2.11K +8 +0%
EWA
125
EP Wealth Advisors
California
$7.35M +$53.2K +202 +0.8%

IWO Hedge Fund Activity: Q2 2025 in Review

960 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q2 2025, worth a combined $8.75B — up 9.3% from $8B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new IWO positions and 67 closed out — a net gain of 18 holders — while 237 added to existing stakes and 370 trimmed.

The largest buyer was State Street, opening a new position worth an estimated $78.1M. The largest seller was Corient Private Wealth, cutting an estimated $43.5M.

  • 960 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q2 2025, up from 957 in Q1 2025.
  • Funds reported $8.75B of iShares Russell 2000 Growth ETF stock for Q2 2025, up 9.3% quarter-over-quarter.
  • 85 funds opened new iShares Russell 2000 Growth ETF positions in Q2 2025 and 67 closed out, a net change of +18 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q2 2025 was State Street, an estimated $78.1M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q2 2025 was Corient Private Wealth, an estimated $43.5M sold.

Based on aggregated 13F filings for Q2 2025.