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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
FNBSF
401
First National Bank Sioux Falls
South Dakota
$807K
RHJA
402
Rice Hall James & Associates
California
$802K -$3.11M -11,026 -78%
IFG
403
Independent Financial Group
California
$801K -$1.9M -6,749 -68%
FBFS
404
First Business Financial Services
Wisconsin
$800K
DTC
405
Davidson Trust Company
Washington
$791K +$19.2K +68 +2%
AFG
406
Allegheny Financial Group
Pennsylvania
$785K +$51.1K +181 +6%
P
407
&Partners
Tennessee
$780K -$320K -1,134 -27%
QWM
408
Quadcap Wealth Management
Texas
$778K +$2.54K +9 +0.3%
DI
409
Disciplined Investments
Oklahoma
$773K -$99.6K -353 -10%
NAS
410
Nicolet Advisory Services
Wisconsin
$772K +$318K +1,128 +52%
AAP
411
Arax Advisory Partners
Colorado
$770K -$22M -77,873 -96%
AA
412
Alesco Advisors
New York
$767K
CGL
413
Clarius Group LLC
Washington
$763K +$639K +2,264 +314%
HSA
414
HBK Sorce Advisory
Pennsylvania
$762K -$71.7K -254 -8%
DWM
415
David Wealth Management
Virginia
$761K -$282 -1 -0%
FFN
416
Focus Financial Network
Minnesota
$755K +$1.69K +6 +0.2%
LT
417
Legacy Trust
Michigan
$747K +$36.7K +130 +5%
ECA
418
Elevated Capital Advisors
Utah
$746K -$13K -46 -2%
ECM
419
Eisler Capital Management
United Kingdom
$742K +$820K +2,904 New
GC
420
Garde Capital
Washington
$739K -$32.5K -115 -4%
WCF
421
West Coast Financial
California
$737K
SWP
422
Sagespring Wealth Partners
Tennessee
$731K +$10.7K +38 +1%
HCM
423
Hollencrest Capital Management
California
$731K
CAL
424
Capital Analysts LLC
Pennsylvania
$726K +$25.7K +91 +3%
FWP
425
FAS Wealth Partners
Kansas
$723K -$36.1K -128 -4%

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.