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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
TGAM
1001
TBH Global Asset Management
Tennessee
-$420K -1,460 Closed
OCFG
1002
O'Connor Financial Group
Illinois
-$409K -1,421 Closed
SAM
1003
Synergy Asset Management
Washington
-$398K -1,390 Closed
BEI
1004
Benjamin Edwards Inc
Missouri
-$397K -1,380 Closed
BBP
1005
Banco BTG Pactual
Brazil
-$361K -1,250 Closed
TI
1006
Trexquant Investment
Connecticut
-$359K -1,248 Closed
FLAM
1007
First Light Asset Management
Minnesota
-$348K -1,208 Closed
FHC
1008
First Heartland Consultants
Missouri
-$346K -1,203 Closed
KA
1009
Kovack Advisors
Florida
-$342K -1,188 Closed
EIP
1010
Easterly Investment Partners
Massachusetts
-$337K -1,170 Closed
VAS
1011
Vestmark Advisory Solutions
Massachusetts
-$336K -1,166 Closed
BA
1012
Bluesphere Advisors
Pennsylvania
-$298K -1,036 Closed
MWA
1013
Midland Wealth Advisors
Illinois
-$285K -991 Closed
QCM
1014
QRG Capital Management
Illinois
-$285K -989 Closed
LWL
1015
Leo Wealth LLC
Texas
-$264K -918 Closed
SFG
1016
Sage Financial Group
Pennsylvania
-$261K -906 Closed
MCM
1017
Mattern Capital Management
Colorado
-$247K -858 Closed
OWA
1018
One Wealth Advisors
California
-$236K -821 Closed
LI
1019
LMCG Investments
Massachusetts
-$234K -814 Closed
Renaissance Technologies
1020
Renaissance Technologies
New York
-$230K -800 Closed
ATC
1021
Argent Trust Co
Tennessee
-$225K -783 Closed
TCOTS
1022
Trust Company of the South
North Carolina
-$223K -775 Closed
CIA
1023
Compass Ion Advisors
Pennsylvania
-$222K -771 Closed
SF
1024
Safeguard Financial
Wisconsin
-$222K -770 Closed
ML
1025
Mayport LLC
Massachusetts
-$221K -769 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.