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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
EIP
751
Ellis Investment Partners
Pennsylvania
$204K +$282 +1 +0.1%
MFG
752
Magnus Financial Group
New York
$203K -$35.8K -127 -14%
CSP
753
Cary Street Partners
Virginia
$202K
ACP
754
Aviance Capital Partners
Florida
$202K
OWA
755
Opal Wealth Advisors
New York
$201K -$1.69M -5,977 -88%
HA
756
HFG Advisors
Ohio
$200K
ST
757
Smithfield Trust
Pennsylvania
$200K -$9.6K -34 -4%
AWM
758
Angeles Wealth Management
California
$199K
AA
759
Addison Advisors
Vermont
$195K -$7.06K -25 -3%
RIL
760
Rothschild Investment LLC
Illinois
$192K
MWP
761
MYCIO Wealth Partners
Pennsylvania
$191K -$141K -501 -40%
EWM
762
Evermay Wealth Management
Virginia
$191K
RhumbLine Advisers
763
RhumbLine Advisers
Massachusetts
$190K +$164K +581 +359%
SAM
764
Smartleaf Asset Management
Massachusetts
$190K +$178K +630 +594%
IBOK
765
Independence Bank of Kentucky
Kentucky
$188K
CPG
766
Cornerstone Planning Group
New Jersey
$179K +$7.06K +25 +4%
MCM
767
Manchester Capital Management
Vermont
$176K +$87.8K +311 +82%
CFFP
768
Center for Financial Planning
Michigan
$174K +$40.1K +142 +26%
Loomis, Sayles & Company
769
Loomis, Sayles & Company
Massachusetts
$172K
FFA
770
Farther Finance Advisors
California
$167K +$6.77K +24 +4%
AC
771
AlphaCore Capital
California
$162K +$179K +635 New
FLP
772
Financial Life Planners
Arizona
$154K
PMFA
773
Plante Moran Financial Advisors
Michigan
$148K
FP
774
Financial Perspectives
Minnesota
$147K +$282 +1 +0.2%
BI
775
Binnacle Investments
Iowa
$146K +$161K +570 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.