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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
PAG
276
Private Advisor Group
New Jersey
$1.7M -$207K -732 -10%
JFG
277
JMG Financial Group
Illinois
$1.69M
MFGP
278
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.67M -$73.9K -262 -4%
CCA
279
Cobblestone Capital Advisors
New York
$1.63M -$13K -46 -0.7%
SPC
280
Sigma Planning Corp
Michigan
$1.62M -$210K -744 -10%
SGCA
281
Steel Grove Capital Advisors
Tennessee
$1.6M -$102K -361 -5%
HCMT
282
Highland Capital Management (Tennessee)
Tennessee
$1.6M -$25.4K -90 -1%
GWM
283
GSB Wealth Management
Connecticut
$1.58M +$384K +1,359 +28%
UB
284
UMB Bank
Missouri
$1.57M -$32.2K -114 -2%
LWCFA
285
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.56M -$76.2K -270 -4%
TYCC
286
Texas Yale Capital Corp
Florida
$1.55M
DWM
287
Dakota Wealth Management
Florida
$1.55M -$514K -1,822 -23%
LGG
288
Luts & Greenleigh Group
Maryland
$1.54M -$6.77K -24 -0.4%
FPAS
289
Focus Partners Advisor Solutions
Missouri
$1.53M +$273K +967 +19%
HTC
290
Haverford Trust Company
Pennsylvania
$1.53M +$1.98K +7 +0.1%
CWA
291
Cornerstone Wealth Advisors
Minnesota
$1.52M -$130K -462 -7%
LF
292
Lighthouse Financial
Florida
$1.52M
TPI
293
Trust Point Inc
Wisconsin
$1.51M -$22.9K -81 -1%
CFG
294
Clayton Financial Group
Missouri
$1.51M -$10.4K -37 -0.6%
MAM
295
MWA Asset Management
Massachusetts
$1.5M +$16.9K +60 +1%
Lido Advisors
296
Lido Advisors
California
$1.49M -$45.7K -162 -3%
IF
297
Ironwood Financial
Arizona
$1.48M -$16.7K -59 -1%
APF
298
Alaska Permanent Fund
Alaska
$1.45M
WIA
299
World Investment Advisors
California
$1.45M -$47.7K -169 -3%
ES
300
Eagle Strategies
New York
$1.44M +$103K +366 +7%

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.