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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
OIA
376
OneDigital Investment Advisors
Kansas
$910K -$70.3K -249 -7%
AWM
377
Apollon Wealth Management
South Carolina
$909K -$6.77K -24 -0.7%
AssetMark Inc
378
AssetMark Inc
California
$900K -$9.21M -32,621 -90%
RA
379
Riversedge Advisors
Delaware
$897K +$30.8K +109 +3%
DFA
380
DHJJ Financial Advisors
Illinois
$892K
AL
381
Aspiriant LLC
California
$891K
PCM
382
Pointe Capital Management
Michigan
$880K +$33.9K +120 +4%
KMWM
383
Keudell/Morrison Wealth Management
Oregon
$869K
EB
384
Eastern Bank
Massachusetts
$867K -$71.1K -252 -7%
FA
385
Fiduciary Alliance
South Carolina
$867K +$507K +1,798 +113%
IIC
386
Ironwood Investment Counsel
Arizona
$864K
FCH
387
Freestone Capital Holdings
Washington
$856K -$159K -562 -14%
FCP
388
Fidelis Capital Partners
Florida
$855K -$847 -3 -0.1%
WB
389
WesBanco Bank
West Virginia
$853K -$142K -502 -13%
Allspring Global Investments
390
Allspring Global Investments
North Carolina
$850K
WFAG
391
Wescott Financial Advisory Group
Pennsylvania
$849K +$82.1K +291 +10%
AI
392
Atria Investments
North Carolina
$845K -$2.94M -10,423 -76%
MOS
393
MGO One Seven
Ohio
$830K -$466K -1,651 -34%
NS
394
NBC Securities
Alabama
$830K +$916K +3,246 +108,200%
PP
395
Prosperity Planning
Missouri
$830K -$12.4K -44 -1%
CB
396
Cadence Bank
Mississippi
$825K -$41.5K -147 -4%
CNBT
397
Canandaigua National Bank & Trust
New York
$822K
AAM
398
AMI Asset Management
California
$817K -$178K -630 -16%
LC
399
Lindbrook Capital
California
$815K -$292K -1,035 -25%
APW
400
Acima Private Wealth
Virginia
$810K

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.