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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
CS
651
Cannell & Spears
New York
$287K -$13.3K -47 -4%
KCP
652
Kera Capital Partners
California
$287K -$6.53M -23,127 -95%
SAM
653
Strive Asset Management
Ohio
$287K -$224K -794 -41%
AIA
654
Arbor Investment Advisors
North Carolina
$286K
CFA
655
Cahill Financial Advisors
Minnesota
$286K -$9.88K -35 -3%
MA
656
Mutual Advisors
Nebraska
$286K -$23.4K -83 -7%
SSWM
657
Smith Salley Wealth Management
North Carolina
$282K
TCM
658
Triumph Capital Management
Colorado
$279K -$949K -3,362 -75%
SC
659
Scotia Capital
Ontario, Canada
$278K
PTC
660
Private Trust Company
Ohio
$276K -$69.4K -246 -19%
FFP
661
FourThought Financial Partners
Florida
$276K -$34.4K -122 -10%
GKWIM
662
Gerber Kawasaki Wealth & Investment Management
California
$274K +$9.88K +35 +3%
MMPW
663
Mitchell McLeod Pugh & Williams
Alabama
$273K
AWM
664
Aprio Wealth Management
Georgia
$271K
BCA
665
Bay Colony Advisors
Massachusetts
$271K -$1.98K -7 -0.7%
VA
666
Valmark Advisers
Ohio
$270K +$46.6K +165 +18%
AWM
667
Avior Wealth Management
Nebraska
$270K +$3.95K +14 +1%
FMC
668
First Merchants Corp
Indiana
$269K
RSS
669
Rosenblum Silverman Sutton
California
$268K +$45.7K +162 +18%
FA
670
Fountainhead AM
New Jersey
$268K -$564 -2 -0.2%
DWM
671
Destination Wealth Management
California
$265K -$15.5K -55 -5%
MAM
672
Madison Asset Management
Wisconsin
$264K
DFG
673
Delta Financial Group
New Jersey
$263K +$282 +1 +0.1%
LA
674
LexAurum Advisors
Kansas
$262K -$71.1K -252 -20%
LA
675
Legacy Advisors
Pennsylvania
$262K +$28.2K +100 +11%

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.