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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
ECM
476
Elgethun Capital Management
South Dakota
$607K
SW
477
SkyOak Wealth
Michigan
$602K -$44.6K -158 -6%
CWM
478
Cahaba Wealth Management
Georgia
$598K -$35.8K -127 -5%
ATI
479
ARK & TLK Investments
Oklahoma
$596K -$18.3K -65 -3%
HPM
480
Hoxton Planning & Management
West Virginia
$592K -$272K -964 -29%
HI
481
Harbour Investments
Wisconsin
$592K -$5.93K -21 -0.9%
BFS
482
Bradley Foster & Sargent
Connecticut
$589K
PPWP
483
Premier Path Wealth Partners
New Jersey
$585K -$10.4K -37 -2%
SC
484
Sepio Capital
Utah
$584K
FB
485
Fulton Bank
Pennsylvania
$583K
FB
486
First Bancorp
Maine
$577K
BCM
487
BluePointe Capital Management
California
$577K +$638K +2,260 New
SAM
488
Smithbridge Asset Management
Pennsylvania
$577K +$637K +2,257 New
FMI
489
F/M Investments
District of Columbia
$576K -$282K -1,000 -31%
AWA
490
Arkadios Wealth Advisors
Georgia
$575K +$59K +209 +10%
AWA
491
Archvest Wealth Advisors
California
$575K -$66K -234 -9%
TPW
492
Transatlantique Private Wealth
New York
$562K
AFP
493
Ausdal Financial Partners
Iowa
$550K -$42.6K -151 -7%
SCM
494
Sterling Capital Management
North Carolina
$549K -$9.6K -34 -2%
NAM
495
NTV Asset Management
West Virginia
$531K -$3.95K -14 -0.7%
D.E. Shaw & Co
496
D.E. Shaw & Co
New York
$525K -$407K -1,441 -41%
WP
497
WealthPLAN Partners
Nebraska
$525K +$14.4K +51 +3%
HPC
498
HM Payson & Co
Maine
$524K -$146K -516 -20%
GIS
499
Grayhawk Investment Strategies
Alberta, Canada
$522K -$169K -600 -23%
DB
500
Dravo Bay
Delaware
$522K -$20K -71 -3%

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.