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
TYCC
276
Texas Yale Capital Corp
Florida
$1.73M +$24.1K +88 +1%
TPCW
277
TD Private Client Wealth
New York
$1.72M -$180K -656 -10%
LL
278
LWMG LLC
Minnesota
$1.71M +$110K +402 +7%
DWM
279
Dakota Wealth Management
Florida
$1.71M -$6.3K -23 -0.4%
UCFA
280
United Capital Financial Advisors
Texas
$1.71M +$24.1K +88 +1%
TPI
281
Trust Point Inc
Wisconsin
$1.71M -$4.11K -15 -0.2%
JWCA
282
J.W. Cole Advisors
Florida
$1.7M +$121K +442 +8%
LGG
283
Luts & Greenleigh Group
Maryland
$1.7M +$18.6K +68 +1%
HTC
284
Haverford Trust Company
Pennsylvania
$1.7M -$11K -40 -0.7%
LB
285
Legacy Bridge
Iowa
$1.69M
MCWS
286
McKinley Carter Wealth Services
West Virginia
$1.67M -$2.74K -10 -0.2%
AA
287
Axiom Advisory
California
$1.65M +$23.3K +85 +1%
Jane Street
288
Jane Street
New York
$1.65M +$1.59M +5,805 New
IFG
289
Independent Financial Group
California
$1.65M +$1.25M +4,577 +375%
SWM
290
Shakespeare Wealth Management
Wisconsin
$1.65M -$14K -51 -0.9%
IC
291
IEQ Capital
California
$1.64M +$548 +2 +0%
MAM
292
MWA Asset Management
Massachusetts
$1.64M +$18.9K +69 +1%
VFA
293
Valeo Financial Advisors
Indiana
$1.63M +$38.9K +142 +3%
EAM
294
Eukles Asset Management
Ohio
$1.6M -$36.7K -134 -2%
PWA
295
Primoris Wealth Advisors
Florida
$1.59M -$10.1K -37 -0.7%
CFG
296
Citizens Financial Group
Rhode Island
$1.59M +$274 +1 +0%
CWM
297
Connecticut Wealth Management
Connecticut
$1.58M -$53.1K -194 -3%
CCB
298
Country Club Bank
Missouri
$1.58M +$108K +395 +8%
BCM
299
BTC Capital Management
Iowa
$1.55M -$5.48K -20 -0.4%
AIA
300
Alera Investment Advisors
Illinois
$1.54M +$1.19M +4,351 +410%

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.