We are live on ! Find out more
IWO icon

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
OA
951
Operose Advisors
Wisconsin
$1.02K
PWM
952
Provident Wealth Management
Tennessee
$1.02K
DWM
953
Darwin Wealth Management
Florida
$578
PWMG
954
Prestige Wealth Management Group
New Jersey
$512
HCP
955
Hexagon Capital Partners
Arkansas
$256
MBFW
956
Morton Brown Family Wealth
Pennsylvania
$256
FWP
957
Fiduciary Wealth Partners
Massachusetts
$256 +$282 +1 New
KGP
958
Keystone Global Partners
Colorado
$256 +$282 +1 New
KA
959
Kozak & Associates
Colorado
$47 -$16.9K -60 Closed
Manulife (Manufacturers Life Insurance)
960
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$79.7M -276,821 Closed
SAS
961
SMI Advisory Services
Indiana
-$11.6M -40,841 Closed
Westfield Capital Management
962
Westfield Capital Management
Massachusetts
-$11M -38,165 Closed
TCM
963
TimesSquare Capital Management
New York
-$8.63M -30,000 Closed
RWA
964
Redhawk Wealth Advisors
Minnesota
-$5.79M -20,126 Closed
AP
965
Advisors Preferred
Maryland
-$5.35M -18,531 Closed
FAM
966
Fred Alger Management
New York
-$5.3M -18,410 Closed
OAM
967
Oppenheimer Asset Management
New York
-$3.9M -13,564 Closed
SW
968
SVB Wealth
Massachusetts
-$3.19M -11,072 Closed
MPPLM
969
Midwest Professional Planners Ltd (MPPL)
Wisconsin
-$2.5M -8,677 Closed
Neuberger Berman Group
970
Neuberger Berman Group
New York
-$2.01M -6,973 Closed
IAA
971
Independent Advisor Alliance
North Carolina
-$1.75M -6,071 Closed
DDC
972
DF Dent & Co
Maryland
-$1.75M -6,067 Closed
SSA
973
Schonfeld Strategic Advisors
New York
-$1.59M -5,517 Closed
BCC
974
Bridge City Capital
Oregon
-$1.46M -5,068 Closed
BFG
975
Bleakley Financial Group
New Jersey
-$1.3M -4,528 Closed

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.