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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
LA
251
Lane & Associates
New Jersey
$2.08M +$144K +526 +8%
WFS
252
Widmann Financial Services
Maryland
$2.07M +$55.9K +204 +3%
ML
253
McAdam LLC
Pennsylvania
$2.02M +$266K +972 +16%
WAP
254
Wealthcare Advisory Partners
Pennsylvania
$2M +$302K +1,102 +19%
SG
255
Somerset Group
Minnesota
$2M
SCG
256
Sonata Capital Group
Washington
$1.99M -$39.2K -143 -2%
SPC
257
Sigma Planning Corp
Michigan
$1.99M -$107K -391 -5%
FPW
258
Flagship Private Wealth
Massachusetts
$1.95M +$642K +2,343 +52%
MFGP
259
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.94M -$67.1K -245 -3%
RP
260
Riverbridge Partners
Minnesota
$1.93M -$391K -1,427 -17%
JA
261
JVL Associates
Michigan
$1.92M -$1.92K -7 -0.1%
CWA
262
Cornerstone Wealth Advisors
Minnesota
$1.91M -$2.46K -9 -0.1%
OP
263
ORG Partners
Indiana
$1.89M +$269K +983 +17%
T. Rowe Price Associates
264
T. Rowe Price Associates
Maryland
$1.88M +$29.6K +108 +2%
CFG
265
Clayton Financial Group
Missouri
$1.88M +$142K +520 +9%
LWCFA
266
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.87M -$23.3K -85 -1%
JFG
267
JMG Financial Group
Illinois
$1.87M +$274K +999 +18%
PS
268
Principal Securities
Iowa
$1.87M +$189K +689 +12%
OWA
269
Opal Wealth Advisors
New York
$1.85M -$30.7K -112 -2%
CCA
270
Cobblestone Capital Advisors
New York
$1.83M
HCMT
271
Highland Capital Management (Tennessee)
Tennessee
$1.81M -$37.5K -137 -2%
BTI
272
Blue Trust Inc
Georgia
$1.8M -$8.22K -30 -0.4%
UB
273
UMB Bank
Missouri
$1.78M -$110K -403 -6%
IF
274
Ironwood Financial
Arizona
$1.77M -$16.7K -61 -1%
TC
275
TAP Consulting
Missouri
$1.77M -$23K -84 -1%

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.