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iShares Russell 2000 Growth ETF
IWO

1,025 hedge funds and large institutions have $9.56B invested in iShares Russell 2000 Growth ETF in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 270 increasing their positions, 341 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.22% less ownership

Funds ownership: 78.59% → 78.37% (-0.22%)

4% less funds holding

Funds holding: 1,063 → 1,025 (-38)

8% less capital invested

Capital invested by funds: $10.4B → $9.56B (-$798M)

16% less funds holding in top 10

Funds holding in top 10: 32 → 27 (-5)

16% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 81

21% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 341

38% less call options, than puts

Call options by funds: $15.3M | Put options by funds: $24.6M

Holders
1,025
Holders Change
-38
Holders Change %
-3.57%
% of All Funds
12.54%
Holding in Top 10
27
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.63%
% of All Funds
0.33%
New
68
Increased
270
Reduced
341
Closed
81
Calls
$15.3M
Puts
$24.6M
Net Calls
-$9.32M
Net Calls Change
-$15.4M

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$64.1M
2
Morgan Stanley
Morgan Stanley
New York
+$44.6M
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$25.3M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$23M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$20.4M

Top Sellers

Rank Fund Capital Flow
1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$441M
2
Bank of America
Bank of America
North Carolina
-$226M
3
Corient Private Wealth
Corient Private Wealth
Florida
-$92.6M
4
AWM
AE Wealth Management
Kansas
-$83.9M
5
JP Morgan Chase
JP Morgan Chase
New York
-$35.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Corient Private Wealth
26
Corient Private Wealth
Florida
$76.1M -$92.6M -278,467 -53%
Financial Engines Advisors
27
Financial Engines Advisors
California
$74.7M -$5.36M -16,125 -6%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$72.3M -$4.04M -12,130 -5%
BPWM
29
Badgley Phelps Wealth Managers
Washington
$70.3M +$375K +1,127 +0.5%
AllianceBernstein
30
AllianceBernstein
Tennessee
$69.3M -$954K -2,867 -1%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$64.9M -$3.92M -11,791 -5%
PLFA
32
Pacific Life Fund Advisors
California
$63.5M +$19.9M +59,883 +42%
Creative Planning
33
Creative Planning
Kansas
$55M -$2.87M -8,613 -5%
Brown Advisory
34
Brown Advisory
Maryland
$54.6M -$14.5M -43,517 -20%
SEI Investments
35
SEI Investments
Pennsylvania
$52.1M -$1.53M -4,592 -3%
US Bancorp
36
US Bancorp
Minnesota
$51.1M +$1M +3,015 +2%
Ameriprise
37
Ameriprise
Minnesota
$50.2M +$2.65M +7,967 +5%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$47.5M +$8.07M +24,268 +19%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$46.1M +$11.8M +35,493 +31%
KeyBank National Association
40
KeyBank National Association
Ohio
$45.8M -$93.5K -281 -0.2%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$43.4M -$14.4M -43,161 -24%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$42.8M +$239K +717 +0.5%
CAM
43
Cresset Asset Management
Illinois
$41.6M -$2.26M -6,782 -5%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$39.4M +$25.3M +76,065 +154%
Pathstone Holdings
45
Pathstone Holdings
New Jersey
$38.1M -$5.8M -17,444 -13%
Truist Financial
46
Truist Financial
North Carolina
$37.7M -$1.07M -3,213 -3%
CL
47
Choreo LLC
Illinois
$35.5M -$68.2K -205 -0.2%
Focus Partners Wealth
48
Focus Partners Wealth
Massachusetts
$34M -$742K -2,232 -2%
FWIA
49
Fort Washington Investment Advisors
Ohio
$33.6M – – –
MCM
50
MAI Capital Management
Ohio
$32.4M +$1.66K +5 +0%
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IWO Hedge Fund Activity: Q1 2026 in Review

1,025 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q1 2026, worth a combined $9.56B — down 7.7% from $10.4B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of IWO and 68 opened new positions — a net loss of 13 holders — while 341 trimmed existing stakes and 270 added.

The largest buyer was Citigroup, adding an estimated $64.1M. The largest seller was TIAA Trust, National Association, cutting an estimated $441M.

  • 1,025 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q1 2026, down from 1,063 in Q4 2025.
  • Funds reported $9.56B of iShares Russell 2000 Growth ETF stock for Q1 2026, down 7.7% quarter-over-quarter.
  • 68 funds opened new iShares Russell 2000 Growth ETF positions in Q1 2026 and 81 closed out, a net change of -13 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q1 2026 was Citigroup, an estimated $64.1M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q1 2026 was TIAA Trust, National Association, an estimated $441M sold.

Based on aggregated 13F filings for Q1 2026.