We are live on ! Find out more
IWO icon

iShares Russell 2000 Growth ETF

964 hedge funds and large institutions have $8.64B invested in iShares Russell 2000 Growth ETF in 2024 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 285 increasing their positions, 303 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 35

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

7% more funds holding

Funds holding: 900964 (+64)

6% more capital invested

Capital invested by funds: $8.14B → $8.64B (+$502M)

0% less call options, than puts

Call options by funds: $49.9M | Put options by funds: $49.9M

6% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 303

3.29% less ownership

Funds ownership: 75.71%72.42% (-3.3%)

Holders
964
Holders Change
+64
Holders Change %
+7.11%
% of All Funds
13.84%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.37%
New
107
Increased
285
Reduced
303
Closed
35
Calls
$49.9M
Puts
$49.9M
Net Calls
-$5K
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
226
Private Advisor Group
New Jersey
$2.54M -$397K -1,451 -14%
SHGA
227
Sand Hill Global Advisors
California
$2.51M +$60K +219 +3%
Vanguard Group
228
Vanguard Group
Pennsylvania
$2.5M +$16.2K +59 +0.7%
RCAG
229
Rehmann Capital Advisory Group
Michigan
$2.5M +$36.4K +133 +2%
BCWM
230
Bartlett & Co Wealth Management
Ohio
$2.47M
SGCA
231
Steel Grove Capital Advisors
Tennessee
$2.45M -$31.5K -115 -1%
FNBT
232
FineMark National Bank & Trust
Florida
$2.43M +$287K +1,048 +14%
WIC
233
Whitegate Investment Counselors
New Hampshire
$2.4M -$86K -314 -4%
IP
234
Investment Partners
Ohio
$2.4M -$621K -2,268 -21%
RZH
235
Relyea Zuckerberg Hanson
Connecticut
$2.38M -$105K -384 -4%
SCA
236
Snowden Capital Advisors
New York
$2.36M +$8.77K +32 +0.4%
Thrivent Financial for Lutherans
237
Thrivent Financial for Lutherans
Minnesota
$2.36M +$90.4K +330 +4%
AAM
238
AMI Asset Management
California
$2.35M +$1.73M +6,313 +319%
GWM
239
Geneos Wealth Management
Colorado
$2.34M +$186K +680 +9%
DWT
240
Dorsey & Whitney Trust
South Dakota
$2.34M +$60.3K +220 +3%
HNB
241
Huntington National Bank
Ohio
$2.3M
CA
242
Clearstead Advisors
Ohio
$2.24M +$82.7K +302 +4%
FTWA
243
Fifth Third Wealth Advisors
Ohio
$2.24M +$23.6K +86 +1%
VWA
244
Visionary Wealth Advisors
Illinois
$2.22M -$17.3K -63 -0.8%
HH
245
Hilltop Holdings
Texas
$2.18M +$320K +1,170 +18%
MOACM
246
Mutual of America Capital Management
New York
$2.17M -$2.28M -8,309 -52%
CW
247
CreativeOne Wealth
Kansas
$2.17M +$86.6K +316 +4%
Fiera Capital (Canada)
248
Fiera Capital (Canada)
Quebec, Canada
$2.14M +$1.74M +6,363 +538%
WTB
249
Washington Trust Bank
Washington
$2.13M
CCT
250
Chemung Canal Trust
New York
$2.1M -$56.4K -206 -3%

IWO Hedge Fund Activity: Q3 2024 in Review

964 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q3 2024, worth a combined $8.64B — up 6.2% from $8.14B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new IWO positions and 35 closed out — a net gain of 72 holders — while 285 added to existing stakes and 303 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $70.5M. The largest seller was Strategic Financial Concepts, cutting an estimated $212M.

  • 964 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q3 2024, up from 900 in Q2 2024.
  • Funds reported $8.64B of iShares Russell 2000 Growth ETF stock for Q3 2024, up 6.2% quarter-over-quarter.
  • 107 funds opened new iShares Russell 2000 Growth ETF positions in Q3 2024 and 35 closed out, a net change of +72 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $70.5M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $212M sold.

Based on aggregated 13F filings for Q3 2024.