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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
WSFS
301
Wilmington Savings Fund Society
Delaware
$1.52M +$686K +2,506 +88%
TWP
302
Total Wealth Planning
Ohio
$1.52M -$39.2K -143 -3%
MWM
303
Meridian Wealth Management
Kentucky
$1.51M +$1.45M +5,300 New
JGIA
304
Jackson Grant Investment Advisers
Connecticut
$1.5M +$2.46K +9 +0.2%
ES
305
Eagle Strategies
New York
$1.49M -$50.7K -185 -3%
MG
306
Mather Group
Illinois
$1.48M -$114K -417 -7%
JRP
307
Jasper Ridge Partners
California
$1.46M
CCG
308
Chatham Capital Group
Georgia
$1.46M
NFG
309
Nations Financial Group
Iowa
$1.46M +$1.4M +5,126 New
SWM
310
SilverOak Wealth Management
Minnesota
$1.44M +$1.1K +4 +0.1%
ACA
311
Affinity Capital Advisors
California
$1.42M -$8.49K -31 -0.6%
VF
312
Vawter Financial
Ohio
$1.42M
CC
313
Chicago Capital
Illinois
$1.39M +$29.6K +108 +2%
KCM
314
Kennicott Capital Management
California
$1.34M
BFG
315
Bleakley Financial Group
New Jersey
$1.32M -$56.2K -205 -4%
Lido Advisors
316
Lido Advisors
California
$1.31M -$35.3K -129 -3%
NB
317
NBT Bank
New York
$1.31M +$61.6K +225 +5%
GWM
318
GSB Wealth Management
Connecticut
$1.31M -$69.3K -253 -5%
BFO
319
Boston Family Office
Massachusetts
$1.3M -$9.59K -35 -0.8%
ASBI
320
American State Bank (Iowa)
Iowa
$1.29M -$26.6K -97 -2%
FFA
321
First Foundation Advisors
California
$1.29M +$38.6K +141 +3%
TP
322
Tranquility Partners
Tennessee
$1.29M +$19.2K +70 +2%
TCM
323
Triumph Capital Management
Colorado
$1.28M -$15.6K -57 -1%
CCM
324
Carlson Capital Management
Minnesota
$1.28M
EAM
325
Eagle Asset Management
Florida
$1.27M +$172K +629 +18%

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.