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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
Bank of America
1
Bank of America
North Carolina
$1.12B +$22.3M +84,573 +2%
Morgan Stanley
2
Morgan Stanley
New York
$758M +$8.36M +31,742 +1%
B
3
Barings
North Carolina
$476M +$12.4M +47,100 +3%
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$393M -$33.6M -127,792 -8%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$301M -$7.46M -28,330 -3%
CCWM
6
Cassaday & Co Wealth Management
Virginia
$258M +$3.36M +12,754 +1%
Wells Fargo
7
Wells Fargo
California
$214M -$7.56M -28,724 -4%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$174M -$10.7M -40,539 -6%
JP Morgan Chase
9
JP Morgan Chase
New York
$161M -$1.15M -4,381 -0.8%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$156M -$38.4M -145,872 -21%
Goldman Sachs
11
Goldman Sachs
New York
$156M -$532K -2,021 -0.4%
CK
12
Cohen Klingenstein
New York
$152M -$3.22M -12,219 -2%
LPL Financial
13
LPL Financial
California
$150M +$1.23M +4,677 +0.9%
DADC
14
D.A. Davidson & Co
Montana
$146M +$4.62M +17,568 +4%
UBS Group
15
UBS Group
Switzerland
$141M -$13.1M -49,939 -9%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$139M -$6.59M -25,035 -5%
Northern Trust
17
Northern Trust
Illinois
$124M -$4.16M -15,816 -4%
Raymond James Financial
18
Raymond James Financial
Florida
$105M -$29.8M -113,216 -23%
M&T Bank
19
M&T Bank
New York
$105M -$6.86M -26,056 -7%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$95.9M -$11.1M -42,232 -11%
State Street
21
State Street
Massachusetts
$84.9M +$78.1M +296,866 New
Financial Engines Advisors
22
Financial Engines Advisors
California
$81.8M +$3.54M +13,468 +5%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$74.2M -$4.03M -15,325 -6%
AllianceBernstein
24
AllianceBernstein
Tennessee
$72.1M -$1.44M -5,463 -2%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$70.2M -$999K -3,797 -2%

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.