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iShares Russell 2000 Growth ETF
IWO

1,025 hedge funds and large institutions have $9.56B invested in iShares Russell 2000 Growth ETF in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 270 increasing their positions, 341 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.22% less ownership

Funds ownership: 78.59% → 78.37% (-0.22%)

4% less funds holding

Funds holding: 1,063 → 1,025 (-38)

8% less capital invested

Capital invested by funds: $10.4B → $9.56B (-$798M)

16% less funds holding in top 10

Funds holding in top 10: 32 → 27 (-5)

16% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 81

21% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 341

38% less call options, than puts

Call options by funds: $15.3M | Put options by funds: $24.6M

Holders
1,025
Holders Change
-38
Holders Change %
-3.57%
% of All Funds
12.54%
Holding in Top 10
27
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.63%
% of All Funds
0.33%
New
68
Increased
270
Reduced
341
Closed
81
Calls
$15.3M
Puts
$24.6M
Net Calls
-$9.32M
Net Calls Change
-$15.4M

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$64.1M
2
Morgan Stanley
Morgan Stanley
New York
+$44.6M
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$25.3M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$23M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$20.4M

Top Sellers

Rank Fund Capital Flow
1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$441M
2
Bank of America
Bank of America
North Carolina
-$226M
3
Corient Private Wealth
Corient Private Wealth
Florida
-$92.6M
4
AWM
AE Wealth Management
Kansas
-$83.9M
5
JP Morgan Chase
JP Morgan Chase
New York
-$35.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
1001
Breakwater Investment Management
Washington
$6.28K +$6.65K +20 New
BFO
1002
Biltmore Family Office
North Carolina
$6.28K – – –
TCWA
1003
Turtle Creek Wealth Advisors
Texas
$6.28K +$6.65K +20 New
GFA
1004
Godfrey Financial Associates
New York
$5.96K – – –
MWM
1005
Mascoma Wealth Management
New Hampshire
$5.02K – – –
CIR
1006
Clear Investment Research
Georgia
$5.02K +$5.32K +16 New
CFO
1007
CVA Family Office
Colorado
$4.71K – – –
FFA
1008
Founders Financial Alliance
North Carolina
$4.39K – – –
MWA
1009
Medallion Wealth Advisors
Connecticut
$4.39K – – –
VWM
1010
Vermillion Wealth Management
Minnesota
$4.08K – – –
GF
1011
GGM Financials
Ohio
$3.77K +$3.99K +12 New
GIL
1012
Go Invest LLC
Utah
$3.67K – – –
BC
1013
Broadwater Capital
Massachusetts
$3.55K – – –
NRC
1014
New Republic Capital
North Carolina
$3.14K – – –
GPFA
1015
Game Plan Financial Advisors
Ohio
$3.14K – – –
AF
1016
Alerus Financial
North Dakota
$2.82K – – –
PF
1017
PlanVest Financial
Maryland
$2.82K +$2.99K +9 New
NFSG
1018
Newbridge Financial Services Group
Florida
$2.61K – – –
HHGA
1019
Halbert Hargrove Global Advisors
California
$2.53K – – –
CCM
1020
Chilton Capital Management
Texas
$2.51K +$2.66K +8 New
NEWAS
1021
N.E.W. Advisory Services
Wisconsin
$2.51K – – –
SC
1022
Swan Capital
Florida
$1.57K +$1.66K +5 New
MWA
1023
Merkkuri Wealth Advisors
New York
$1.26K +$1.33K +4 New
MEG
1024
Millstone Evans Group
Colorado
$1.25K – – –
AWA
1025
Acumen Wealth Advisors
Tennessee
$942 -$21.6K -65 -96%
39 40
41
42 43

IWO Hedge Fund Activity: Q1 2026 in Review

1,025 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q1 2026, worth a combined $9.56B — down 7.7% from $10.4B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of IWO and 68 opened new positions — a net loss of 13 holders — while 341 trimmed existing stakes and 270 added.

The largest buyer was Citigroup, adding an estimated $64.1M. The largest seller was TIAA Trust, National Association, cutting an estimated $441M.

  • 1,025 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q1 2026, down from 1,063 in Q4 2025.
  • Funds reported $9.56B of iShares Russell 2000 Growth ETF stock for Q1 2026, down 7.7% quarter-over-quarter.
  • 68 funds opened new iShares Russell 2000 Growth ETF positions in Q1 2026 and 81 closed out, a net change of -13 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q1 2026 was Citigroup, an estimated $64.1M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q1 2026 was TIAA Trust, National Association, an estimated $441M sold.

Based on aggregated 13F filings for Q1 2026.