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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
HWM
151
HB Wealth Management
Georgia
$5.29M -$643K -2,278 -10%
MAM
152
MMA Asset Management
Pennsylvania
$5.28M +$259K +918 +5%
Kayne Anderson Rudnick Investment Management
153
Kayne Anderson Rudnick Investment Management
California
$5.23M +$1.66M +5,867 +40%
OAM
154
Occidental Asset Management
California
$5.18M -$15.2K -54 -0.3%
NFW
155
Noble Family Wealth
Florida
$5.16M -$18.6K -66 -0.3%
HIA
156
Harbor Investment Advisory
Maryland
$5.06M +$150K +530 +3%
AAS
157
Avantax Advisory Services
Texas
$4.88M -$1.26M -4,479 -19%
OC
158
Oppenheimer & Co
New York
$4.87M +$889K +3,149 +20%
I
159
InvesTrust
Oklahoma
$4.76M +$1.13K +4 +0%
B
160
Bailard
California
$4.72M +$10.2K +36 +0.2%
Cambridge Investment Research Advisors
161
Cambridge Investment Research Advisors
Iowa
$4.68M -$1.54M -5,460 -23%
RA
162
Rodgers & Associates
Pennsylvania
$4.61M +$28.8K +102 +0.6%
Janney Montgomery Scott
163
Janney Montgomery Scott
Pennsylvania
$4.6M -$804K -2,849 -14%
GWM
164
Geneos Wealth Management
Colorado
$4.51M +$2.66M +9,421 +115%
FMII
165
Farmers & Merchants Investments Inc
Nebraska
$4.47M
BCIM
166
Bishop & Co Investment Management
Pennsylvania
$4.34M -$768K -2,721 -14%
CCM
167
Corsair Capital Management
New York
$4.34M
FCBT
168
First Citizens Bank & Trust
North Carolina
$4.31M +$4.19M +14,850 +741%
CCM
169
Coldstream Capital Management
Washington
$4.28M -$394K -1,396 -8%
Envestnet Portfolio Solutions
170
Envestnet Portfolio Solutions
Illinois
$4.24M +$2.95M +10,457 +170%
FWMM
171
Foundation Wealth Management (Missouri)
Missouri
$4.19M -$72.5K -257 -2%
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$4.19M -$17.2K -61 -0.4%
EH
173
Equitable Holdings
New York
$4.18M +$412K +1,461 +10%
CFB
174
Cullen/Frost Bankers
Texas
$4.12M -$25.1K -89 -0.5%
ITB
175
Idaho Trust Bank
Idaho
$4.06M +$69.1K +245 +2%

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.