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iShares Russell 2000 Growth ETF

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: 1,0631,025 (-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: 3227 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
126
Modera Wealth Management
New Jersey
$7.71M +$44.9K +135 +0.6%
JIC
127
Johnson Investment Counsel
Ohio
$7.65M -$274K -823 -3%
TCM
128
Thoma Capital Management
Maryland
$7.57M -$777K -2,336 -9%
WT
129
Whittier Trust
California
$7.44M +$3.99K +12 +0.1%
MB
130
MidFirst Bank
Oklahoma
$7.43M +$212K +638 +3%
LFWA
131
LBJ Family Wealth Advisors
Texas
$7.4M -$288K -865 -3%
LA
132
LWM Advisors
California
$7.3M +$235K +706 +3%
SC
133
Savant Capital
Illinois
$7.19M -$158K -476 -2%
HWM
134
HB Wealth Management
Georgia
$7.17M -$36.9K -111 -0.5%
KPWS
135
Kestra Private Wealth Services
Texas
$7M +$133K +400 +2%
FGA
136
Fortis Group Advisors
New Jersey
$6.85M -$8.2M -24,647 -56%
YC
137
Yarbrough Capital
Tennessee
$6.83M -$22.8M -68,571 -76%
FTUS
138
Flow Traders U.S.
New York
$6.82M +$2.32M +6,961 +47%
NFW
139
Noble Family Wealth
Florida
$6.74M
HCA
140
Heck Capital Advisors
Wisconsin
$6.49M +$5.18M +15,573 +306%
XF
141
XML Financial
Maryland
$6.43M -$78.5K -236 -1%
FT
142
Fiduciary Trust
Massachusetts
$6.42M -$102K -306 -1%
BPA
143
Beacon Pointe Advisors
California
$6.41M +$618K +1,858 +10%
AWE
144
Avidian Wealth Enterprises
Texas
$6.4M +$318K +955 +5%
OAM
145
Occidental Asset Management
California
$6.39M -$500K -1,502 -7%
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$6.23M -$120K -360 -2%
Cambridge Investment Research Advisors
147
Cambridge Investment Research Advisors
Iowa
$6.17M +$20K +60 +0.3%
FFA
148
Farther Finance Advisors
California
$6.06M +$4.91M +14,752 +335%
B
149
Bailard
California
$5.95M
Kayne Anderson Rudnick Investment Management
150
Kayne Anderson Rudnick Investment Management
California
$5.88M +$644K +1,937 +12%

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.