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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
VC
351
Veery Capital
Delaware
$1.03M -$20K -71 -2%
MFG
352
Merit Financial Group
Georgia
$1.03M +$237K +838 +26%
TRCT
353
Tower Research Capital (TRC)
New York
$1.01M -$3.16M -11,193 -74%
SG
354
StoneX Group
New York
$1.01M -$7.06K -25 -0.6%
FFC
355
Frederick Financial Consultants
Maryland
$1,000K -$1.41K -5 -0.1%
CWM
356
Cornerstone Wealth Management
Missouri
$998K +$49.4K +175 +5%
Betterment LLC
357
Betterment LLC
New York
$996K +$75.6K +268 +7%
NB
358
NBT Bank
New York
$992K -$175K -621 -14%
BFA
359
Bragg Financial Advisors
North Carolina
$985K -$8.75K -31 -0.8%
TAM
360
Townsend Asset Management
North Carolina
$985K +$1.69K +6 +0.2%
IFPG
361
Intrepid Financial Planning Group
Indiana
$984K +$11.6K +41 +1%
MMHP
362
Murphy Middleton Hinkle & Parker
Georgia
$983K
TNA
363
True North Advisors
Texas
$972K
SFPG
364
Stonebridge Financial Planning Group
Florida
$965K -$68.6K -243 -6%
KWM
365
Kingsview Wealth Management
Oregon
$960K -$30.8K -109 -3%
GPA
366
Guidance Point Advisors
Massachusetts
$959K +$3.1K +11 +0.3%
OSAM
367
O'Shaughnessy Asset Management
Connecticut
$948K +$104K +368 +11%
AF
368
Allworth Financial
California
$943K -$5.08K -18 -0.5%
CF
369
Centaurus Financial
California
$938K -$11.6K -41 -1%
DT
370
Diversified Trust
Tennessee
$932K -$5.64K -20 -0.5%
GL
371
Graypoint LLC
New York
$930K
I2I
372
Insight 2811 Inc
Illinois
$924K -$53.1K -188 -5%
AFM
373
Armstrong Fleming & Moore
District of Columbia
$923K +$463K +1,642 +83%
IA
374
Integrity Alliance
Iowa
$921K +$1.02M +3,605 New
IWC
375
Integrated Wealth Concepts
Massachusetts
$913K -$1.38M -4,875 -58%

IWO Hedge Fund Activity: Q1 2025 in Review

957 of the 7,459 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.