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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
BC
201
Broadwater Capital
Massachusetts
$3.14M +$825K +3,133 +28,482%
PFBT
202
Parkside Financial Bank & Trust
Missouri
$3.11M -$534K -2,029 -16%
CIAS
203
CFS Investment Advisory Services
New Jersey
$3.09M -$1.05K -4 -0%
MCCA
204
Mill Creek Capital Advisors
Pennsylvania
$3.06M
BPA
205
Beacon Pointe Advisors
California
$3.03M +$175K +665 +7%
SJGA
206
Stephen J. Garry & Associates
New York
$3.02M +$62.1K +236 +2%
SWP
207
Stratos Wealth Partners
Ohio
$3.02M -$105K -399 -4%
GSWM
208
Golden State Wealth Management
California
$2.97M -$152K -578 -5%
AB
209
Atlas Brown
Kentucky
$2.96M +$7.9K +30 +0.3%
1IA
210
1834 Investment Advisors
Wisconsin
$2.95M -$286K -1,085 -10%
MLL
211
Moody Lynn & Lieberson
Massachusetts
$2.94M -$132K -500 -5%
FTS
212
Fifth Third Securities
Ohio
$2.93M +$17.9K +68 +0.7%
BJL
213
Brighton Jones LLC
Washington
$2.92M +$24K +91 +0.9%
MCM
214
MV Capital Management
Maryland
$2.88M -$157K -595 -6%
IW
215
Instrumental Wealth
Florida
$2.82M +$82.9K +315 +3%
CA
216
Clearstead Advisors
Ohio
$2.81M +$207K +787 +9%
Kayne Anderson Rudnick Investment Management
217
Kayne Anderson Rudnick Investment Management
California
$2.8M -$2.8M -10,655 -52%
GFWA
218
Grey Fox Wealth Advisors
Delaware
$2.77M -$215K -817 -8%
RCAG
219
Rehmann Capital Advisory Group
Michigan
$2.73M +$30K +114 +1%
Lido Advisors
220
Lido Advisors
California
$2.69M +$948K +3,602 +62%
CW
221
CreativeOne Wealth
Kansas
$2.67M +$340K +1,292 +16%
TF
222
Tompkins Financial
New York
$2.67M -$186K -707 -7%
Vanguard Group
223
Vanguard Group
Pennsylvania
$2.67M -$9.74K -37 -0.4%
T. Rowe Price Associates
224
T. Rowe Price Associates
Maryland
$2.63M +$285K +1,084 +13%
SHGA
225
Sand Hill Global Advisors
California
$2.57M -$263 -1 -0%

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.