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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
DI
851
DAGCO Inc
Ohio
$38.3K +$42.3K +150 New
SR
852
Syntax Research
Florida
$37.3K
IIL
853
Insight Inv LLC
California
$36.5K -$13K -46 -24%
SS
854
Sunbelt Securities
Texas
$36.4K -$3.39K -12 -8%
BWM
855
Bernard Wealth Management
Michigan
$36.3K +$21.7K +77 +118%
NSIM
856
North Star Investment Management
Illinois
$35.8K -$69.1K -245 -64%
PCTC
857
Perkins Coie Trust Company
Washington
$35.8K
HC
858
Hurley Capital
New York
$34.6K
FGAM
859
Financial Gravity Asset Management
Texas
$34.2K +$37.8K +134 New
Qube Research & Technologies (QRT)
860
Qube Research & Technologies (QRT)
United Kingdom
$33.7K -$1.32M -4,661 -97%
WT
861
Washington Trust
Rhode Island
$33.7K
PBK
862
Peoples Bank (Kansas)
Kansas
$31.4K
GWANC
863
Guardian Wealth Advisors (North Carolina)
North Carolina
$30.2K -$22K -78 -40%
PB
864
Pinnacle Bancorp
Nebraska
$29.4K -$2.54K -9 -7%
GWSG
865
GPS Wealth Strategies Group
Colorado
$29.3K
CMA
866
Cedar Mountain Advisors
Oregon
$29.1K +$18.6K +66 +138%
FFA
867
Frazier Financial Advisors
Ohio
$28.1K
BCMLT
868
Beacon Capital Management LLC (Tennessee)
Tennessee
$27.3K -$7.06K -25 -19%
RCA
869
Runnymede Capital Advisors
Ohio
$25.6K
WA
870
WPG Advisers
Maryland
$24.5K -$14.4K -51 -35%
ME
871
McIlrath & Eck
Washington
$24.3K
EWM
872
EPG Wealth Management
Georgia
$23.8K
PK
873
Pflug Koory
Nebraska
$23K
CT
874
Clearstead Trust
Maine
$22.5K
WBC
875
West Branch Capital
Massachusetts
$22.5K -$17.2K -61 -41%

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.