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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
WMA
701
West Michigan Advisors
Michigan
$245K +$282 +1 +0.1%
GAM
702
Gotham Asset Management
New York
$245K +$270K +958 New
HP
703
Holistic Planning
Texas
$245K
IFWM
704
Institute for Wealth Management
Colorado
$244K
WS
705
Wedbush Securities
California
$243K
MIM
706
Marco Investment Management
Georgia
$241K
TCOV
707
Trust Company of Vermont
Vermont
$239K
HT
708
Headlands Technologies
Illinois
$238K +$263K +932 New
CCA
709
Clearwater Capital Advisors
Illinois
$237K +$5.93K +21 +2%
DWP
710
Daymark Wealth Partners
Ohio
$237K -$7.62K -27 -3%
V
711
ViaWealth
Kansas
$237K
RWA
712
River Wealth Advisors
Pennsylvania
$235K
E3F
713
Eight 31 Financial
Texas
$235K
GIP
714
Greatmark Investment Partners
Georgia
$234K
TA
715
TFG Advisers
Michigan
$234K -$6.21K -22 -2%
Members Trust
716
Members Trust
Florida
$232K +$2.26K +8 +0.9%
GWSA
717
Global Wealth Strategies & Associates
Colorado
$231K
CIA
718
Capital Investment Advisors
Georgia
$231K -$11.6K -41 -4%
KA
719
Klingman & Associates
New York
$230K
BBI
720
Baxter Bros Inc
Connecticut
$230K -$12.1K -43 -5%
SCTC
721
Sanibel Captiva Trust Company
Florida
$230K -$1.98K -7 -0.8%
RTL
722
Red Tortoise LLC
Georgia
$228K
MA
723
MONECO Advisors
Connecticut
$227K -$75.9K -269 -23%
RFN
724
RDA Financial Network
Iowa
$227K
SIC
725
Sigma Investment Counselors
Michigan
$225K -$10.2K -36 -4%

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.