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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
SRC
351
Shufro Rose & Co
New York
$1.06M
LSPW
352
Lake Street Private Wealth
Illinois
$1.06M +$61.1K +223 +6%
GJIA
353
Glass Jacobson Investment Advisors
Maryland
$1.06M +$18.1K +66 +2%
GPA
354
Guidance Point Advisors
Massachusetts
$1.05M +$1.64K +6 +0.2%
DT
355
Diversified Trust
Tennessee
$1.04M -$7.94K -29 -0.8%
WB
356
WesBanco Bank
West Virginia
$1.03M +$208K +759 +26%
EB
357
Eastern Bank
Massachusetts
$1.03M +$998K +3,644 New
GL
358
Graypoint LLC
New York
$1.03M -$822 -3 -0.1%
AF
359
Allworth Financial
California
$1.01M -$24.1K -88 -2%
BOSSRA
360
B.O.S.S. Retirement Advisors
Utah
$1.01M +$208K +759 +27%
PP
361
Prosperity Planning
Missouri
$993K -$58.3K -213 -6%
DFA
362
DHJJ Financial Advisors
Illinois
$991K -$1.45M -5,306 -60%
AL
363
Aspiriant LLC
California
$986K +$5.48K +20 +0.6%
Legal & General Group
364
Legal & General Group
United Kingdom
$978K +$567K +2,070 +151%
DI
365
Disciplined Investments
Oklahoma
$968K +$20K +73 +2%
KMWM
366
Keudell/Morrison Wealth Management
Oregon
$965K
CB
367
Cadence Bank
Mississippi
$964K +$930K +3,395 New
CAG
368
Crestwood Advisors Group
Massachusetts
$963K -$3.83K -14 -0.4%
RA
369
Riversedge Advisors
Delaware
$962K +$1.64K +6 +0.2%
CF
370
Centaurus Financial
California
$957K +$156K +568 +20%
HPM
371
Hoxton Planning & Management
West Virginia
$945K -$25.7K -94 -3%
Allspring Global Investments
372
Allspring Global Investments
North Carolina
$945K
VCP
373
Verus Capital Partners
Arizona
$940K -$610K -2,226 -40%
IIC
374
Ironwood Investment Counsel
Arizona
$937K
NS
375
NBC Securities
Alabama
$930K +$71.2K +260 +9%

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.