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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
GT
426
Glenview Trust
Kentucky
$721K -$92.6K -328 -10%
IPW
427
Intergy Private Wealth
Colorado
$721K
BB
428
Bell Bank
North Dakota
$720K
IWA
429
Inspirion Wealth Advisors
Illinois
$719K
JWA
430
JFS Wealth Advisors
Pennsylvania
$710K -$847 -3 -0.1%
SWA
431
Strategies Wealth Advisors
Michigan
$709K +$360K +1,275 +85%
CI Investments Inc
432
CI Investments Inc
Ontario, Canada
$709K -$31K -110 -4%
FP
433
Fiduciary Planning
Florida
$707K
MFIM
434
Mesirow Financial Investment Management
Illinois
$706K +$564 +2 +0.1%
PWW
435
Pettyjohn Wood & White
Virginia
$705K
SWM
436
Spire Wealth Management
Virginia
$705K -$97.7K -346 -11%
PWM
437
Perigon Wealth Management
California
$701K -$110K -388 -12%
BCM
438
Brookstone Capital Management
Illinois
$697K -$188K -667 -20%
BWM
439
Brown Wealth Management
Illinois
$696K +$113K +402 +17%
CWM
440
Copia Wealth Management
Oregon
$692K +$31.6K +112 +4%
HIMC
441
Heritage Investors Management Corp
Maryland
$691K
SIA
442
Schechter Investment Advisors
Michigan
$681K
PFPT
443
Pinnacle Financial Partners (Tennessee)
Tennessee
$676K +$564 +2 +0.1%
BFC
444
Bedel Financial Consulting
Indiana
$667K +$1.98K +7 +0.3%
AI
445
Accredited Investors
Minnesota
$666K -$2.82K -10 -0.4%
EFG
446
Ethos Financial Group
Pennsylvania
$661K +$730K +2,586 New
KCM
447
Kennicott Capital Management
California
$660K -$599K -2,121 -45%
TSS
448
Two Sigma Securities
New York
$659K +$728K +2,580 New
GCM
449
Gables Capital Management
Florida
$658K
VCP
450
Verus Capital Partners
Arizona
$657K -$160K -568 -18%

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.