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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
AW
901
Avion Wealth
Texas
$12K
OL
902
one8zero8 LLC
North Carolina
$11.5K
BWL
903
Bogart Wealth LLC
Virginia
$11K -$20.3K -72 -63%
CFD
904
Creative Financial Designs
Indiana
$11K -$6.77K -24 -36%
TSMHT
905
Thurston Springer Miller Herd & Titak
Indiana
$10.5K
BL
906
BFSG LLC
California
$10.2K +$11.3K +40 New
MAS
907
MPWM Advisory Solutions
Georgia
$9.97K
SWP
908
SIMA Wealth Partners
Virginia
$9.71K
GTAM
909
Global Trust Asset Management
Florida
$9.51K
SIC
910
Salem Investment Counselors
North Carolina
$9.46K
JFGIW
911
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.2K -$4.23K -15 -29%
LWMI
912
Legacy Wealth Management (Idaho)
Idaho
$9.2K
HC
913
Hoese & Co
Minnesota
$8.69K
LI
914
LRI Investments
Florida
$8.69K
GWS
915
Glassman Wealth Services
Virginia
$8.43K -$16.4K -58 -64%
CSC
916
Caldwell Sutter Capital
California
$8.43K
EPAM
917
Evelyn Partners Asset Management
$8.43K
IRC
918
Investors Research Corp
Georgia
$8.43K
AIM
919
Anchor Investment Management
South Carolina
$8.18K
GIP
920
Granite Investment Partners
California
$7.67K -$234K -829 -97%
MTIC
921
Missouri Trust & Investment Company
Missouri
$7.67K
KIG
922
Kessler Investment Group
Indiana
$7.41K +$4.23K +15 +107%
CW
923
Curio Wealth
Maryland
$7.2K -$6.77K -24 -96%
TLCM
924
Twin Lakes Capital Management
California
$6.64K +$7.34K +26 New
AG
925
AmeriFlex Group
Nevada
$6.46K

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.