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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
BFS
201
Bare Financial Services
Pennsylvania
$3.12M
AWS
202
Atria Wealth Solutions
New York
$3.06M -$876K -3,103 -21%
SQA
203
Simon Quick Advisors
New Jersey
$3.06M -$172K -611 -5%
ASG
204
Ariston Services Group
California
$3.02M
TWM
205
Tradition Wealth Management
Minnesota
$2.99M -$58.1K -206 -2%
AQR Capital Management
206
AQR Capital Management
Connecticut
$2.94M +$541K +1,918 +20%
SLT
207
St Louis Trust
Missouri
$2.93M
1IA
208
1834 Investment Advisors
Wisconsin
$2.92M -$67.7K -240 -2%
EA
209
Echo45 Advisors
California
$2.9M +$107K +379 +3%
SFS
210
Sowell Financial Services
Arkansas
$2.86M +$3.16M +11,193 New
GSWM
211
Golden State Wealth Management
California
$2.8M -$27.4K -97 -0.9%
SWP
212
Stratos Wealth Partners
Ohio
$2.8M -$726K -2,574 -19%
CIAS
213
CFS Investment Advisory Services
New Jersey
$2.77M -$119K -422 -4%
MLL
214
Moody Lynn & Lieberson
Massachusetts
$2.76M
MCCA
215
Mill Creek Capital Advisors
Pennsylvania
$2.74M -$847K -3,001 -22%
MCM
216
MV Capital Management
Maryland
$2.73M -$350K -1,239 -10%
LP
217
LGL Partners
Pennsylvania
$2.72M -$675K -2,391 -18%
AF
218
Advisornet Financial
Minnesota
$2.72M -$45.2K -160 -1%
GFWA
219
Grey Fox Wealth Advisors
Delaware
$2.69M -$20.6K -73 -0.7%
VW
220
Vance Wealth
California
$2.68M +$290K +1,028 +11%
SJGA
221
Stephen J. Garry & Associates
New York
$2.64M +$62.7K +222 +2%
AB
222
Atlas Brown
Kentucky
$2.64M -$26.2K -93 -0.9%
CIC
223
Carnegie Investment Counsel
Ohio
$2.6M +$187K +663 +6%
FTS
224
Fifth Third Securities
Ohio
$2.6M -$19.8K -70 -0.7%
ClearBridge Investments
225
ClearBridge Investments
New York
$2.6M +$2.33M +8,244 +428%

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.