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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
Bank of America
1
Bank of America
North Carolina
$1.09B -$226M -679,223 -16%
Morgan Stanley
2
Morgan Stanley
New York
$864M +$44.6M +133,971 +5%
B
3
Barings
North Carolina
$484M -$16.3M -49,000 -3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$344M -$8.22M -24,701 -2%
Goldman Sachs
5
Goldman Sachs
New York
$301M -$2.7M -8,116 -0.8%
CCWM
6
Cassaday & Co Wealth Management
Virginia
$294M +$4.59M +13,806 +1%
Wells Fargo
7
Wells Fargo
California
$229M -$15.6M -46,750 -6%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$193M +$1.11M +3,350 +0.5%
LPL Financial
9
LPL Financial
California
$181M +$1.39M +4,173 +0.7%
TCIIS
10
TIAA-CREF Individual & Institutional Services
New York
$181M +$192M +575,822 New
DADC
11
D.A. Davidson & Co
Montana
$171M +$4.05M +12,173 +2%
UBS Group
12
UBS Group
Switzerland
$164M +$361K +1,084 +0.2%
CK
13
Cohen Klingenstein
New York
$155M -$8.02M -24,105 -5%
TWIM
14
TIAA Wealth Investment Management
New York
$140M +$155M +466,740 New
Raymond James Financial
15
Raymond James Financial
Florida
$136M +$14.5M +43,667 +11%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$136M -$5.62M -16,903 -4%
Northern Trust
17
Northern Trust
Illinois
$135M -$6.99M -21,010 -5%
Citigroup
18
Citigroup
New York
$130M +$64.1M +192,685 +87%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
19
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$129M +$23M +69,000 +20%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$118M -$1.56M -4,678 -1%
JP Morgan Chase
21
JP Morgan Chase
New York
$116M -$35.1M -105,568 -21%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$112M +$17.3M +52,080 +17%
M&T Bank
23
M&T Bank
New York
$109M -$1.91M -5,741 -2%
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$108M +$1.32M +3,960 +1%
CB
25
Commerce Bank
Missouri
$83.4M +$2.43M +7,305 +3%

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.