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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
BTD
776
BankPlus Trust Department
Mississippi
$146K
FUBT
777
First United Bank & Trust
Maryland
$144K -$10.2K -36 -6%
MM
778
Main Management
California
$139K
OIA
779
Optimum Investment Advisors
Illinois
$138K
EWP
780
Elevation Wealth Partners
California
$137K
OC
781
Oakworth Capital
Alabama
$136K +$2.26K +8 +2%
WP
782
WealthShield Partners
North Carolina
$136K -$282 -1 -0.2%
AWM
783
Atticus Wealth Management
Florida
$131K
CM
784
Castleark Management
Illinois
$128K
PIP
785
Peachtree Investment Partners
Florida
$126K +$282 +1 +0.2%
FMTCOCP
786
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$121K -$8.47K -30 -6%
FM
787
Family Management
New York
$120K
WB
788
Webster Bank
Connecticut
$117K
MIA
789
Milestone Investment Advisors
Wisconsin
$117K +$79.6K +282 +161%
RP
790
Rice Partnership
Hawaii
$117K
Lazard Asset Management
791
Lazard Asset Management
New York
$114K
NAAA
792
New Age Alpha Advisors
New York
$114K +$126K +446 New
Bessemer Group
793
Bessemer Group
New Jersey
$110K -$124K -440 -51%
GBT
794
Grove Bank & Trust
Florida
$109K
AA
795
Ancora Advisors
Ohio
$109K
AIA
796
Arcadia Investment Advisors
Idaho
$107K
WAOTB
797
Wealth Advisors of Tampa Bay
Florida
$106K +$117K +414 New
FFL
798
Financial Freedom LLC
Ohio
$105K -$53.1K -188 -31%
NC
799
North Capital
Utah
$101K +$112K +396 New
BOJHT
800
Bank of Jackson Hole Trust
Wyoming
$99.6K -$14.1K -50 -12%

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.