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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
TCM
351
Triumph Capital Management
Colorado
$1.28M -$18.9K -64 -1%
EWA
352
EverSource Wealth Advisors
Alabama
$1.28M +$7.99K +27 +0.6%
BMWS
353
Brady Martz Wealth Solutions
North Dakota
$1.28M +$1.32M +4,452 New
RB
354
Renasant Bank
Mississippi
$1.27M +$89.3K +302 +7%
AP
355
Appleton Partners
Massachusetts
$1.27M
AFC
356
AFT Forsyth & Company
Florida
$1.27M
CGPCS
357
Capital Group Private Client Services
California
$1.26M +$2.96K +10 +0.2%
RSWM
358
Robertson Stephens Wealth Management
California
$1.23M +$24.6K +83 +2%
LC
359
Lindbrook Capital
California
$1.22M
P
360
&Partners
Tennessee
$1.21M +$450K +1,521 +58%
CCFM
361
Clear Creek Financial Management
Washington
$1.21M +$116K +391 +10%
AAS
362
Ameritas Advisory Services
Nebraska
$1.2M +$819K +2,769 +196%
BRWA
363
B. Riley Wealth Advisors
Florida
$1.2M +$31.4K +106 +3%
ORI
364
Oak Ridge Investments
Illinois
$1.2M +$1.23M +4,170 New
AT
365
American Trust
Kentucky
$1.19M +$1.22M +4,127 New
VC
366
Veery Capital
Delaware
$1.18M +$24.3K +82 +2%
IAN
367
Integrated Advisors Network
Texas
$1.17M -$113K -383 -9%
SFPG
368
Stonebridge Financial Planning Group
Florida
$1.16M +$257K +868 +28%
ZB
369
Zions Bancorporation
Utah
$1.15M +$339K +1,146 +40%
SIA
370
SGL Investment Advisors
Montana
$1.14M +$36.7K +124 +3%
SG
371
StoneX Group
New York
$1.14M +$3.85K +13 +0.3%
AF
372
Allworth Financial
California
$1.13M +$61.2K +207 +6%
FFC
373
Frederick Financial Consultants
Maryland
$1.13M +$1.16M +3,917 New
FCH
374
Freestone Capital Holdings
Washington
$1.13M +$21.9K +74 +2%
BFA
375
Bragg Financial Advisors
North Carolina
$1.12M -$23.1K -78 -2%

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.