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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
SDWMA
501
Schneider Downs Wealth Management Advisors
Pennsylvania
$521K
NW
502
NewEdge Wealth
Pennsylvania
$515K -$325K -1,153 -36%
AG
503
Ascent Group
Virginia
$514K +$568K +2,012 New
TW
504
Transform Wealth
Colorado
$509K -$13.3K -47 -2%
SWA
505
SOA Wealth Advisors
New York
$503K -$3.1K -11 -0.6%
AAS
506
Ameritas Advisory Services
Nebraska
$503K -$674K -2,389 -57%
PTP
507
Platform Technology Partners
New York
$503K -$248K -880 -31%
MFC
508
Morris Financial Concepts
South Carolina
$500K
PL
509
Plancorp LLC
Missouri
$500K -$21.7K -77 -4%
GIA
510
Gladstone Institutional Advisory
Florida
$495K +$123K +435 +29%
PAM
511
Palisade Asset Management
Minnesota
$491K
GF
512
Gries Financial
Ohio
$490K +$282 +1 +0.1%
BPC
513
Bearing Point Capital
Minnesota
$479K +$11.3K +40 +2%
PWM
514
Parkshore Wealth Management
California
$478K -$564 -2 -0.1%
FWA
515
FSM Wealth Advisors
Ohio
$478K -$7.34K -26 -1%
PA
516
Parallel Advisors
California
$477K +$94K +333 +22%
SCM
517
SCS Capital Management
Massachusetts
$476K +$526K +1,864 New
MIAS
518
Mason Investment Advisory Services
Virginia
$472K
GCA
519
Genesee Capital Advisors
New York
$470K
FIA
520
Foundations Investment Advisors
Arizona
$466K -$5.4M -19,133 -91%
SAM
521
Seelaus Asset Management
New Jersey
$465K -$28.2K -100 -5%
CT
522
Colonial Trust
South Carolina
$465K -$5.08K -18 -1%
SCM
523
Sunbeam Capital Management
Georgia
$463K
JWM
524
Jupiter Wealth Management
Colorado
$461K
VCA
525
Verdence Capital Advisors
Maryland
$459K

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.