We are live on ! Find out more
IWO icon

iShares Russell 2000 Growth ETF

957 hedge funds and large institutions have $8B invested in iShares Russell 2000 Growth ETF in 2025 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 243 increasing their positions, 373 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $8.48M

0.07% less ownership

Funds ownership: 74.15%74.08% (-0.07%)

9% less funds holding

Funds holding: 1,051957 (-94)

14% less capital invested

Capital invested by funds: $9.34B → $8B (-$1.34B)

21% less funds holding in top 10

Funds holding in top 10: 3326 (-7)

35% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 373

56% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 131

Holders
957
Holders Change
-94
Holders Change %
-8.94%
% of All Funds
12.83%
Holding in Top 10
26
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.21%
% of All Funds
0.35%
New
57
Increased
243
Reduced
373
Closed
131
Calls
$10.3M
Puts
$8.48M
Net Calls
+$1.81M
Net Calls Change
-$30.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BJL
226
Brighton Jones LLC
Washington
$2.59M +$57K +202 +2%
TF
227
Tompkins Financial
New York
$2.57M -$42.3K -150 -1%
BPA
228
Beacon Pointe Advisors
California
$2.54M -$721K -2,556 -20%
American Century Companies
229
American Century Companies
Missouri
$2.53M +$2.79M +9,892 New
HCA
230
Heck Capital Advisors
Wisconsin
$2.5M +$68K +241 +3%
CIS
231
Custom Index Systems
New York
$2.48M -$20.6K -73 -0.7%
RCAG
232
Rehmann Capital Advisory Group
Michigan
$2.41M +$174K +615 +7%
IW
233
Instrumental Wealth
Florida
$2.4M +$2.68M +9,500 New
Vanguard Group
234
Vanguard Group
Pennsylvania
$2.4M +$1.98K +7 +0.1%
Wealthfront Advisers
235
Wealthfront Advisers
California
$2.37M -$537K -1,901 -17%
FTUS
236
Flow Traders U.S.
New York
$2.31M +$2.56M +9,053 New
CA
237
Clearstead Advisors
Ohio
$2.31M +$257K +909 +11%
Principal Financial Group
238
Principal Financial Group
Iowa
$2.3M +$56.4K +200 +2%
SHGA
239
Sand Hill Global Advisors
California
$2.3M +$73.7K +261 +3%
HH
240
Hilltop Holdings
Texas
$2.21M +$110K +389 +5%
FWMP
241
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.2M -$164K -582 -6%
FNBT
242
FineMark National Bank & Trust
Florida
$2.2M -$31.6K -112 -1%
RZH
243
Relyea Zuckerberg Hanson
Connecticut
$2.2M -$83.3K -295 -3%
WIC
244
Whitegate Investment Counselors
New Hampshire
$2.16M
BCWM
245
Bartlett & Co Wealth Management
Ohio
$2.16M -$56.4K -200 -2%
IP
246
Investment Partners
Ohio
$2.15M -$77.6K -275 -3%
VA
247
VestGen Advisors
Illinois
$2.12M +$2.34M +8,286 New
DWT
248
Dorsey & Whitney Trust
South Dakota
$2.11M
PS
249
Principal Securities
Iowa
$2.08M
T. Rowe Price Associates
250
T. Rowe Price Associates
Maryland
$2.07M +$415K +1,470 +22%

IWO Hedge Fund Activity: Q1 2025 in Review

957 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q1 2025, worth a combined $8B — down 14% from $9.34B a quarter earlier.

Sellers outnumbered buyers: 131 funds closed out of IWO and 57 opened new positions — a net loss of 74 holders — while 373 trimmed existing stakes and 243 added.

The largest buyer was Corient Private Wealth, adding an estimated $72.8M. The largest seller was Churchill Management, cutting an estimated $205M.

  • 957 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q1 2025, down from 1,051 in Q4 2024.
  • Funds reported $8B of iShares Russell 2000 Growth ETF stock for Q1 2025, down 14% quarter-over-quarter.
  • 57 funds opened new iShares Russell 2000 Growth ETF positions in Q1 2025 and 131 closed out, a net change of -74 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q1 2025 was Corient Private Wealth, an estimated $72.8M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q1 2025 was Churchill Management, an estimated $205M sold.

Based on aggregated 13F filings for Q1 2025.