We are live on ! Find out more
IWO icon

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
KFC
601
Klingenstein Fields & Co
New York
$341K
LSA
602
Lion Street Advisors
Texas
$341K -$32.2K -114 -8%
BBHC
603
Brown Brothers Harriman & Co
New York
$340K -$13.8K -49 -4%
SCI
604
S&CO Inc
Massachusetts
$339K
Fayez Sarofim & Co
605
Fayez Sarofim & Co
Texas
$336K -$56.4K -200 -13%
LWANC
606
Laurel Wealth Advisors (North Carolina)
North Carolina
$336K -$7.06K -25 -2%
SFC
607
Strategic Financial Concepts
Texas
$334K +$25.7K +91 +7%
EP
608
EPIQ Partners
Minnesota
$332K
IAG
609
Investment Advisory Group
Massachusetts
$331K +$15.2K +54 +4%
QWP
610
Quotient Wealth Partners
Texas
$331K -$1.13K -4 -0.3%
CMI
611
Clare Market Investments
Texas
$329K -$57K -202 -14%
OWM
612
Orgel Wealth Management
Wisconsin
$327K -$47.4K -168 -12%
SWA
613
Sax Wealth Advisors
New Jersey
$327K +$361K +1,279 New
NCM
614
Nelson Capital Management
California
$326K
OIM
615
Oder Investment Management
California
$326K
JWM
616
JP Wealth Management
South Carolina
$323K
FBB
617
Fulton Breakefield Broenniman
Maryland
$322K -$1.13K -4 -0.3%
FGG
618
Financial Guidance Group
Florida
$322K
PAG
619
Paladin Advisory Group
Iowa
$322K
FWP
620
Falcon Wealth Planning
California
$319K +$57.9K +205 +20%
NL
621
NWAM LLC
Washington
$316K -$67.2K -238 -16%
MC
622
Moors & Cabot
Massachusetts
$316K -$28.2K -100 -7%
PWPS
623
Pinnacle Wealth Planning Services
Ohio
$316K -$9.88K -35 -3%
PCMC
624
Paragon Capital Management (Colorado)
Colorado
$315K
1832 Asset Management
625
1832 Asset Management
Ontario, Canada
$313K +$4.23K +15 +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.