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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
RCM
926
Richardson Capital Management
Wisconsin
$6.39K -$53.3K -189 -88%
SRCM
927
Signature Resources Capital Management
California
$6.13K +$5.08K +18 +300%
APW
928
Aventura Private Wealth
Florida
$5.62K -$12.1K -43 -66%
BFO
929
Biltmore Family Office
North Carolina
$5.11K
CTWM
930
Cherry Tree Wealth Management
Minnesota
$5.11K
CAWM
931
Capital A Wealth Management
Pennsylvania
$5.11K +$3.1K +11 +122%
MWM
932
Mascoma Wealth Management
New Hampshire
$4.09K -$5.64K -20 -56%
OWP
933
ORG Wealth Partners
Texas
$3.91K +$4.23K +15 New
CFO
934
CVA Family Office
Colorado
$3.83K
GFPC
935
Global Financial Private Client
Florida
$3.83K
RCM
936
Raleigh Capital Management
North Carolina
$3.58K -$3.67K -13 -48%
MWA
937
Medallion Wealth Advisors
Connecticut
$3.32K
AF
938
Atala Financial
California
$3.32K -$7.9K -28 -68%
CIAS
939
Capital Investment Advisory Services
North Carolina
$3.32K +$2.26K +8 +160%
HPIA
940
Hamilton Point Investment Advisors
North Carolina
$3.32K +$3.67K +13 New
BIG
941
Brooklyn Investment Group
New York
$3.07K
BC
942
Broadwater Capital
Massachusetts
$2.81K
GPFA
943
Game Plan Financial Advisors
Ohio
$2.56K -$4.23K -15 -60%
MCA
944
Maryland Capital Advisors
Maryland
$2.3K
HHGA
945
Halbert Hargrove Global Advisors
California
$2.06K
MSWA
946
Marshall & Sterling Wealth Advisors
New York
$1.79K
CWP
947
Concord Wealth Partners
Virginia
$1.53K
PMIM
948
Prudent Man Investment Management
Colorado
$1.44K
AWM
949
Activest Wealth Management
Florida
$1.31K
MEG
950
Millstone Evans Group
Colorado
$1.02K

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.