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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
ML
276
McAdam LLC
Pennsylvania
$2.06M +$7.69K +26 +0.4%
LWM
277
Lionshead Wealth Management
New York
$2.06M +$2.11M +7,141 New
SPC
278
Sigma Planning Corp
Michigan
$2.04M +$26.3K +89 +1%
SG
279
Somerset Group
Minnesota
$2.03M
Neuberger Berman Group
280
Neuberger Berman Group
New York
$2.01M +$2.06M +6,973 New
JWCA
281
J.W. Cole Advisors
Florida
$2M +$285K +963 +16%
SCG
282
Sonata Capital Group
Washington
$1.99M -$26.9K -91 -1%
MFGP
283
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.96M -$11.2K -38 -0.6%
LWCFA
284
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.95M
OWA
285
Opal Wealth Advisors
New York
$1.95M +$78.1K +264 +4%
JA
286
JVL Associates
Michigan
$1.94M
SGCA
287
Steel Grove Capital Advisors
Tennessee
$1.91M -$597K -2,017 -23%
T. Rowe Price Associates
288
T. Rowe Price Associates
Maryland
$1.91M
JFG
289
JMG Financial Group
Illinois
$1.9M +$9.76K +33 +0.5%
CCA
290
Cobblestone Capital Advisors
New York
$1.85M
CWA
291
Cornerstone Wealth Advisors
Minnesota
$1.85M -$89K -301 -4%
WAP
292
Wealthcare Advisory Partners
Pennsylvania
$1.84M -$196K -662 -9%
HCMT
293
Highland Capital Management (Tennessee)
Tennessee
$1.83M -$2.96K -10 -0.2%
UB
294
UMB Bank
Missouri
$1.8M
Envestnet Portfolio Solutions
295
Envestnet Portfolio Solutions
Illinois
$1.77M +$1.28M +4,314 +235%
CFG
296
Citizens Financial Group
Rhode Island
$1.77M +$154K +522 +9%
TYCC
297
Texas Yale Capital Corp
Florida
$1.75M
IAA
298
Independent Advisor Alliance
North Carolina
$1.75M +$1.8M +6,071 New
DDC
299
DF Dent & Co
Maryland
$1.75M +$1.79M +6,067 New
LGG
300
Luts & Greenleigh Group
Maryland
$1.74M +$18.3K +62 +1%

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.