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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
BAM
726
Berkshire Asset Management
Pennsylvania
$224K
ALC
727
Alexander Labrunerie & Co
Missouri
$224K
MPWT
728
MassMutual Private Wealth & Trust
Connecticut
$223K -$28.2K -100 -10%
HCA
729
Harbour Capital Advisors
Virginia
$223K
RCM
730
Radnor Capital Management
Pennsylvania
$222K +$246K +870 New
FNBOO
731
First National Bank of Omaha
Nebraska
$220K
DFG
732
Dynamic Financial Group
Iowa
$218K
GFP
733
Gryphon Financial Partners
Ohio
$218K
S
734
Sunpointe
Missouri
$217K
CFO
735
Callan Family Office
Pennsylvania
$215K +$27.1K +96 +13%
GS
736
GWN Securities
Florida
$215K +$226K +800 New
PWS
737
Proactive Wealth Strategies
Georgia
$215K +$564 +2 +0.2%
CWM
738
ClientFirst Wealth Management
Arkansas
$215K -$282 -1 -0.1%
RAM
739
Roanoke Asset Management
New Jersey
$214K
IAIM
740
International Assets Investment Management
Florida
$211K -$26.8K -95 -10%
WF
741
Warner Financial
Maryland
$211K -$207K -733 -47%
PCM
742
Presidio Capital Management
California
$211K +$1.41K +5 +0.6%
IWA
743
Icon Wealth Advisors
Texas
$210K +$103K +366 +81%
CFP
744
Cascade Financial Partners
California
$209K +$1.41K +5 +0.6%
TA
745
TFB Advisors
Kansas
$208K -$15.8K -56 -6%
IA
746
IFP Advisors
Florida
$205K +$12.7K +45 +6%
CAL
747
Capital Advisors Ltd
Ohio
$205K -$28.2K -100 -11%
HW
748
Hancock Whitney
Mississippi
$204K
BHIA
749
Birch Hill Investment Advisors
Massachusetts
$204K +$226K +800 New
CIA
750
Cladis Investment Advisory
Montana
$204K +$226K +800 New

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.