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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
ES
326
Eagle Strategies
New York
$1.52M +$5.33K +18 +0.3%
MG
327
Mather Group
Illinois
$1.51M +$1.48K +5 +0.1%
TWP
328
Total Wealth Planning
Ohio
$1.49M -$51.2K -173 -3%
JRP
329
Jasper Ridge Partners
California
$1.48M
CCG
330
Chatham Capital Group
Georgia
$1.48M
VFA
331
Valeo Financial Advisors
Indiana
$1.47M -$187K -632 -11%
ACA
332
Affinity Capital Advisors
California
$1.46M
BCC
333
Bridge City Capital
Oregon
$1.46M +$1.13M +3,817 +305%
FPAS
334
Focus Partners Advisor Solutions
Missouri
$1.44M +$987K +3,337 +199%
VF
335
Vawter Financial
Ohio
$1.41M -$20.1K -68 -1%
MOS
336
MGO One Seven
Ohio
$1.41M +$181K +613 +14%
SWM
337
SilverOak Wealth Management
Minnesota
$1.4M -$58K -196 -4%
GWM
338
GSB Wealth Management
Connecticut
$1.39M +$71.6K +242 +5%
CCB
339
Country Club Bank
Missouri
$1.39M -$223K -755 -14%
Qube Research & Technologies (QRT)
340
Qube Research & Technologies (QRT)
United Kingdom
$1.38M +$1.39M +4,702 +5,167%
KCM
341
Kennicott Capital Management
California
$1.35M +$296 +1 +0%
PPC
342
Park Place Capital
Alabama
$1.34M +$89.3K +302 +7%
BFO
343
Boston Family Office
Massachusetts
$1.32M +$10.1K +34 +0.7%
FFA
344
First Foundation Advisors
California
$1.32M +$8.58K +29 +0.6%
NW
345
Naviter Wealth
Arkansas
$1.31M +$1.35M +4,560 New
TP
346
Tranquility Partners
Tennessee
$1.3M -$11.5K -39 -0.9%
BFG
347
Bleakley Financial Group
New Jersey
$1.3M -$32.2K -109 -2%
NB
348
NBT Bank
New York
$1.3M -$29.6K -100 -2%
CCM
349
Carlson Capital Management
Minnesota
$1.3M
ASBI
350
American State Bank (Iowa)
Iowa
$1.29M -$16.3K -55 -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.