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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
AT
976
American Trust
Kentucky
-$1.19M -4,127 Closed
QCM
977
Quantinno Capital Management
New York
-$1.06M -3,684 Closed
EP
978
Essential Planning
New Hampshire
-$1.06M -3,580 Closed
GIM
979
Granahan Investment Management
Massachusetts
-$1.03M -3,576 Closed
WCM Investment Management
980
WCM Investment Management
California
-$994K -3,446 Closed
GKIM
981
GW&K Investment Management
Massachusetts
-$965K -3,354 Closed
WA
982
Wealth Alliance
New York
-$918K -3,189 Closed
UBS AM
983
UBS AM
Illinois
-$915K -3,180 Closed
GSC
984
Ground Swell Capital
South Carolina
-$908K -3,155 Closed
GA
985
GFS Advisors
Texas
-$863K -3,000 Closed
PA
986
Procyon Advisors
Connecticut
-$798K -2,771 Closed
SCA
987
Summit Creek Advisors
Minnesota
-$663K -2,303 Closed
P8IP
988
Pier 88 Investment Partners
California
-$633K -2,200 Closed
LA
989
Lindenwold Advisors
Pennsylvania
-$599K -2,080 Closed
AO
990
Advisor OS
Illinois
-$589K -2,047 Closed
NF
991
Nvest Financial
New Hampshire
-$557K -1,936 Closed
MA
992
MJP Associates
Connecticut
-$550K -1,910 Closed
AAS
993
Annex Advisory Services
Wisconsin
-$507K -1,763 Closed
SWM
994
Stark Wealth Management
Pennsylvania
-$507K -1,762 Closed
OMC
995
Old Mission Capital
Illinois
-$505K -1,756 Closed
LMKC
996
L.M. Kohn & Company
Ohio
-$499K -1,733 Closed
OAM
997
Oberweis Asset Management
Illinois
-$461K -1,600 Closed
CFGS
998
Concourse Financial Group Securities
Alabama
-$475K -1,579 Closed
Wolverine Trading
999
Wolverine Trading
Illinois
-$447K -1,549 Closed
TF
1000
Trek Financial
Arizona
-$438K -1,523 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.