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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
CFS
1026
CRA Financial Services
New Jersey
-$220K -764 Closed
IDA
1027
Intelligence Driven Advisers
California
-$219K -760 Closed
SFA
1028
Salus Financial Advisors
Colorado
-$218K -759 Closed
ISL
1029
Ingalls & Snyder LLC
New York
-$218K -757 Closed
TDWM
1030
Topel & Distasi Wealth Management
California
-$217K -756 Closed
SI
1031
Shaker Investments
Ohio
-$213K -741 Closed
AWM
1032
Austin Wealth Management
Texas
-$218K -740 Closed
BIP
1033
Blueprint Investment Partners
North Carolina
-$212K -735 Closed
RWP
1034
RWA Wealth Partners
Massachusetts
-$211K -733 Closed
FIC
1035
Family Investment Center
Missouri
-$210K -731 Closed
PGA
1036
Portland Global Advisors
Maine
-$209K -727 Closed
WA
1037
Wealth Architects
California
-$209K -726 Closed
SA
1038
Sovran Advisors
California
-$207K -723 Closed
FLPIM
1039
F.L. Putnam Investment Management
Massachusetts
-$207K -720 Closed
MYIA
1040
Mount Yale Investment Advisors
Colorado
-$207K -720 Closed
SWM
1041
SeaCrest Wealth Management
New York
-$207K -720 Closed
SCM
1042
SOL Capital Management
Maryland
-$207K -720 Closed
RIM
1043
Rockbridge Investment Management
New York
-$206K -715 Closed
LBC
1044
Leigh Baldwin & Co
New York
-$205K -712 Closed
BP
1045
Ballentine Partners
Massachusetts
-$203K -707 Closed
DC
1046
Davenport & Co
Virginia
-$201K -700 Closed
CCM
1047
Colorado Capital Management
Colorado
-$201K -698 Closed
WPWM
1048
Windward Private Wealth Management
Kansas
-$201K -697 Closed
1CP
1049
17 Capital Partners
Arizona
-$200K -695 Closed
OC
1050
Oarsman Capital
Wisconsin
-$189K -656 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.