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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
LTL
176
Lowery Thomas LLC
California
$4.05M +$178K +632 +4%
NIP
177
Nicholas Investment Partners
California
$4.04M -$1.83M -6,489 -29%
QCG
178
Quadrant Capital Group
Ohio
$3.89M -$309K -1,096 -7%
COFSG
179
Carbahal Olsen Financial Services Group
California
$3.77M +$6.77K +24 +0.2%
Squarepoint
180
Squarepoint
New York
$3.75M +$4.14M +14,657 New
WF
181
Welch & Forbes
Massachusetts
$3.73M -$847 -3 -0%
LFG
182
Larson Financial Group
Missouri
$3.72M -$218K -772 -5%
DIP
183
DT Investment Partners
Pennsylvania
$3.7M
CGA
184
Crescent Grove Advisors
Illinois
$3.69M -$254K -900 -6%
SYBT
185
Stock Yards Bank & Trust
Kentucky
$3.62M +$111K +393 +3%
FF
186
Finley Financial
Nevada
$3.62M +$28.2K +100 +0.7%
HF
187
HRT Financial
New York
$3.56M +$3.93M +13,933 New
GVAG
188
Great Valley Advisor Group
Delaware
$3.5M +$74.8K +265 +2%
CCM
189
Connective Capital Management
California
$3.44M
RP
190
Riverbridge Partners
Minnesota
$3.42M +$653K +2,312 +21%
RFC
191
Regions Financial Corp
Alabama
$3.4M -$60.1K -213 -2%
PFS
192
Prospera Financial Services
Texas
$3.39M +$70K +248 +2%
MBT
193
Montecito Bank & Trust
California
$3.37M
PA
194
Pinnacle Associates
New York
$3.34M -$1.07M -3,806 -23%
Tudor Investment Corp
195
Tudor Investment Corp
Connecticut
$3.31M +$3.66M +12,955 New
PFBT
196
Parkside Financial Bank & Trust
Missouri
$3.3M +$38.4K +136 +1%
FCI
197
Financial Counselors Inc
Kansas
$3.25M -$101K -359 -3%
ASN
198
Advisory Services Network
Georgia
$3.21M -$53.9K -191 -1%
RFWA
199
RPg Family Wealth Advisory
Massachusetts
$3.17M +$14.7K +52 +0.4%
SCP
200
Stevens Capital Partners
Nebraska
$3.16M +$654K +2,316 +23%

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.