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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
MFG
576
MidWestOne Financial Group
Iowa
$373K -$5.36K -19 -1%
VCP
577
Vista Capital Partners
Oregon
$373K
DWM
578
Diversify Wealth Management
Utah
$373K -$21.2K -75 -5%
WH
579
Willner & Heller
California
$371K +$564 +2 +0.1%
Chevy Chase Trust
580
Chevy Chase Trust
Maryland
$370K -$233K -824 -36%
CAG
581
Csenge Advisory Group
Florida
$368K -$258K -913 -37%
TFF
582
The Family Firm
Maryland
$366K +$564 +2 +0.1%
TFS
583
Thoroughbred Financial Services
Tennessee
$365K +$282 +1 +0.1%
CM
584
Churchill Management
California
$363K -$205M -727,917 -100%
C
585
Croban
Ohio
$362K +$16.1K +57 +4%
CWA
586
Centennial Wealth Advisory
Michigan
$360K +$31.9K +113 +9%
GWA
587
Gutierrez Wealth Advisory
Arkansas
$358K +$8.19K +29 +2%
KFI
588
Key Financial Inc
Pennsylvania
$356K
EBA
589
Eagle Bay Advisors
New York
$355K
EAM
590
Empirical Asset Management
Massachusetts
$354K +$391K +1,384 New
GWMR
591
GC Wealth Management RIA
Massachusetts
$348K
PAM
592
Pegasus Asset Management
New York
$347K -$8.19K -29 -2%
PWM
593
PBMares Wealth Management
Virginia
$346K -$1.69K -6 -0.4%
RWM
594
RKL Wealth Management
Pennsylvania
$346K -$35K -124 -8%
ATC
595
Adirondack Trust Company
New York
$345K
EW
596
Evoke Wealth
California
$343K
CNBTD
597
Citizens National Bank Trust Department
Mississippi
$342K
AWA
598
Arete Wealth Advisors
Illinois
$342K -$117K -414 -24%
CPA
599
Cardiff Park Advisors
California
$342K
CPRC
600
Consolidated Portfolio Review Corp
New York
$342K +$282 +1 +0.1%

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.