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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
PLFA
51
Pacific Life Fund Advisors
California
$25.1M -$857K -3,037 -3%
SAM
52
Silvercrest Asset Management
New York
$23.6M -$42.9K -152 -0.2%
WF
53
WoodTrust Financial
Wisconsin
$23.1M +$256K +907 +1%
MGIA
54
Moneta Group Investment Advisors
Missouri
$21.6M -$699K -2,477 -3%
Fuller & Thaler Asset Management
55
Fuller & Thaler Asset Management
California
$21M +$2.86M +10,133 +14%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
56
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$20.7M
Comerica Bank
57
Comerica Bank
Texas
$20.7M -$273K -967 -1%
HFS
58
Hantz Financial Services
Michigan
$20.4M -$1.31M -4,625 -5%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$19.8M -$1.31M -4,637 -6%
Jones Financial Companies
60
Jones Financial Companies
Missouri
$19.8M +$3.69M +13,071 +21%
Stifel Financial
61
Stifel Financial
Missouri
$19.7M +$657K +2,329 +3%
HighTower Advisors
62
HighTower Advisors
Illinois
$18.1M -$308K -1,090 -2%
MML Investors Services
63
MML Investors Services
Massachusetts
$18.1M -$321K -1,137 -2%
WPW
64
Waldron Private Wealth
Pennsylvania
$18M -$2.28M -8,092 -10%
VCS
65
Vaughan & Co Securities
New Jersey
$17.8M +$410K +1,452 +2%
Focus Partners Wealth
66
Focus Partners Wealth
Massachusetts
$17.5M -$16.7M -59,330 -46%
Cerity Partners
67
Cerity Partners
New York
$16.6M -$134K -474 -0.7%
Mariner
68
Mariner
Kansas
$16.4M -$365K -1,294 -2%
ANTB
69
AMG National Trust Bank
Colorado
$15.6M -$340K -1,203 -2%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$15.5M -$1.18M -4,182 -6%
DSA
71
Droms Strauss Advisors
Missouri
$15.2M +$4.8M +17,013 +40%
Citadel Advisors
72
Citadel Advisors
Florida
$15.1M +$16.6M +58,705 +11,533%
Osaic Holdings
73
Osaic Holdings
Arizona
$14.7M -$2.21M -7,846 -12%
KAS
74
Kestra Advisory Services
Texas
$14.3M -$425K -1,505 -3%
FHA
75
First Horizon Advisors
Tennessee
$13.2M +$855K +3,031 +6%

IWO Hedge Fund Activity: Q1 2025 in Review

957 of the 7,458 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.