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iShares Russell 2000 Growth ETF

1,051 hedge funds and large institutions have $9.34B invested in iShares Russell 2000 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 331 increasing their positions, 270 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 51

183% more call options, than puts

Call options by funds: $49.3M | Put options by funds: $17.4M

27% more funds holding in top 10

Funds holding in top 10: 2633 (+7)

23% more repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 270

9% more funds holding

Funds holding: 9641,051 (+87)

8% more capital invested

Capital invested by funds: $8.64B → $9.34B (+$697M)

1.73% more ownership

Funds ownership: 72.42%74.15% (+1.7%)

Holders
1,051
Holders Change
+87
Holders Change %
+9.02%
% of All Funds
13.84%
Holding in Top 10
33
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+26.92%
% of All Funds
0.43%
New
160
Increased
331
Reduced
270
Closed
51
Calls
$49.3M
Puts
$17.4M
Net Calls
+$31.9M
Net Calls Change
+$31.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
226
SVB Wealth
Massachusetts
$3.19M +$3.28M +11,072 New
RP
227
Riverbridge Partners
Minnesota
$3.19M +$1.27M +4,286 +63%
MLL
228
Moody Lynn & Lieberson
Massachusetts
$3.11M
AF
229
Advisornet Financial
Minnesota
$3.11M +$173K +584 +6%
CIC
230
Carnegie Investment Counsel
Ohio
$3.05M +$423K +1,429 +16%
GFWA
231
Grey Fox Wealth Advisors
Delaware
$3.05M -$44.4K -150 -1%
AB
232
Atlas Brown
Kentucky
$3M -$18K -61 -0.6%
FTS
233
Fifth Third Securities
Ohio
$2.95M +$130K +438 +4%
TF
234
Tompkins Financial
New York
$2.94M
SJGA
235
Stephen J. Garry & Associates
New York
$2.91M -$729K -2,464 -20%
SCP
236
Stevens Capital Partners
Nebraska
$2.9M -$19.5K -66 -0.7%
BJL
237
Brighton Jones LLC
Washington
$2.86M -$105K -356 -3%
IFG
238
Independent Financial Group
California
$2.84M +$1.21M +4,088 +71%
CIS
239
Custom Index Systems
New York
$2.82M -$8.88K -30 -0.3%
AQR Capital Management
240
AQR Capital Management
Connecticut
$2.76M +$2.47M +8,358 +687%
HCA
241
Heck Capital Advisors
Wisconsin
$2.74M +$2.05M +6,924 +266%
VW
242
Vance Wealth
California
$2.72M -$97K -328 -3%
Vanguard Group
243
Vanguard Group
Pennsylvania
$2.7M +$164K +556 +6%
FWMP
244
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.64M +$2.72M +9,185 New
FPW
245
Flagship Private Wealth
Massachusetts
$2.63M +$669K +2,261 +33%
RZH
246
Relyea Zuckerberg Hanson
Connecticut
$2.56M +$154K +520 +6%
RCAG
247
Rehmann Capital Advisory Group
Michigan
$2.54M -$18.9K -64 -0.7%
Principal Financial Group
248
Principal Financial Group
Iowa
$2.53M -$325K -1,100 -11%
SHGA
249
Sand Hill Global Advisors
California
$2.51M -$33.1K -112 -1%
FNBT
250
FineMark National Bank & Trust
Florida
$2.51M +$50.6K +171 +2%

IWO Hedge Fund Activity: Q4 2024 in Review

1,051 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q4 2024, worth a combined $9.34B — up 8.1% from $8.64B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new IWO positions and 51 closed out — a net gain of 109 holders — while 331 added to existing stakes and 270 trimmed.

The largest buyer was Churchill Management, adding an estimated $202M. The largest seller was International Assets Investment Management, cutting an estimated $76.3M.

  • 1,051 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q4 2024, up from 964 in Q3 2024.
  • Funds reported $9.34B of iShares Russell 2000 Growth ETF stock for Q4 2024, up 8.1% quarter-over-quarter.
  • 160 funds opened new iShares Russell 2000 Growth ETF positions in Q4 2024 and 51 closed out, a net change of +109 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q4 2024 was Churchill Management, an estimated $202M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q4 2024 was International Assets Investment Management, an estimated $76.3M sold.

Based on aggregated 13F filings for Q4 2024.