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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
GT
376
Glenview Trust
Kentucky
$926K -$73.4K -268 -8%
PCM
377
Pointe Capital Management
Michigan
$916K +$380K +1,386 +75%
CNBT
378
Canandaigua National Bank & Trust
New York
$914K
SWA
379
Stratos Wealth Advisors
Ohio
$908K +$876K +3,198 New
APW
380
Acima Private Wealth
Virginia
$900K
FNBSF
381
First National Bank Sioux Falls
South Dakota
$897K
SFPG
382
Stonebridge Financial Planning Group
Florida
$895K -$127K -463 -13%
FBFS
383
First Business Financial Services
Wisconsin
$889K
DTC
384
Davidson Trust Company
Washington
$887K +$47.7K +174 +6%
BB
385
Bell Bank
North Dakota
$883K
PWM
386
Perigon Wealth Management
California
$878K -$27.9K -102 -3%
MIC
387
Maxi Investments CY
Cyprus
$876K +$845K +3,085 New
CWM
388
Cornerstone Wealth Management
Missouri
$872K +$27.4K +100 +3%
FA
389
Fiducient Advisors
Illinois
$869K -$2.46K -9 -0.3%
GC
390
Garde Capital
Washington
$864K +$11.2K +41 +1%
FFN
391
Focus Financial Network
Minnesota
$854K +$121K +441 +17%
AA
392
Alesco Advisors
New York
$852K
GA
393
GFS Advisors
Texas
$852K +$595K +2,172 +262%
FWP
394
FAS Wealth Partners
Kansas
$849K +$4.66K +17 +0.6%
OSAM
395
O'Shaughnessy Asset Management
Connecticut
$842K +$99.7K +364 +14%
HSA
396
HBK Sorce Advisory
Pennsylvania
$840K -$64.6K -236 -7%
AFG
397
Allegheny Financial Group
Pennsylvania
$820K +$548 +2 +0.1%
CI Investments Inc
398
CI Investments Inc
Ontario, Canada
$820K
WCF
399
West Coast Financial
California
$820K
AWM
400
Apollon Wealth Management
South Carolina
$818K +$10.4K +38 +1%

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.