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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
Simplex Trading
1051
Simplex Trading
Illinois
-$164K -572 Closed
NECFA
1052
New England Capital Financial Advisors
Connecticut
-$156K -543 Closed
MCM
1053
MidAtlantic Capital Management
Virginia
-$149K -519 Closed
WWA
1054
Wingate Wealth Advisors
Massachusetts
-$130K -453 Closed
SIM
1055
Synergy Investment Management
Florida
-$97.6K -339 Closed
CAS
1056
Coppell Advisory Solutions
Texas
-$94.6K -328 Closed
CP
1057
Castleview Partners
Texas
-$79.4K -275 Closed
FIA
1058
FPC Investment Advisory
California
-$62.1K -209 Closed
CCP
1059
Clarkston Capital Partners
Michigan
-$55.4K -193 Closed
AA
1060
Atmos Advisory
Pennsylvania
-$44.3K -154 Closed
BONH
1061
Bank of New Hampshire
New Hampshire
-$43.2K -150 Closed
CSWG
1062
Cardinal Strategic Wealth Guidance
Kentucky
-$43.2K -150 Closed
PA
1063
PSI Advisors
Florida
-$28.8K -100 Closed
RA
1064
Ransom Advisory
Rhode Island
-$28.8K -100 Closed
SFO
1065
Standard Family Office
South Dakota
-$28.5K -99 Closed
CJ
1066
Caitlin John
Michigan
-$28.2K -98 Closed
AT
1067
Arlington Trust
Alabama
-$22.2K -77 Closed
TPW
1068
Talon Private Wealth
Florida
-$20.7K -72 Closed
LDB
1069
Lee, Danner & Bass
Tennessee
-$20.1K -70 Closed
MA
1070
Modus Advisors
Minnesota
-$20.1K -70 Closed
NC
1071
NewSquare Capital
Pennsylvania
-$14.1K -50 Closed
PSFG
1072
Park Square Financial Group
Georgia
-$13.2K -46 Closed
BFP
1073
Briaud Financial Planning
Texas
-$11K -40 Closed
POIA
1074
Pin Oak Investment Advisors
Texas
-$11K -40 Closed
BAM
1075
Bellevue Asset Management
Washington
-$8.92K -31 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.