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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
KWM
376
Kingsview Wealth Management
Oregon
$1.11M -$170K -575 -13%
TAM
377
Townsend Asset Management
North Carolina
$1.11M +$4.14K +14 +0.4%
MMHP
378
Murphy Middleton Hinkle & Parker
Georgia
$1.11M +$389K +1,315 +52%
WB
379
WesBanco Bank
West Virginia
$1.11M +$58K +196 +5%
AAM
380
AMI Asset Management
California
$1.1M -$1.32M -4,465 -54%
ET
381
Equitable Trust
Tennessee
$1.1M +$1.13M +3,816 New
OIA
382
OneDigital Investment Advisors
Kansas
$1.1M -$18.3K -62 -2%
IFPG
383
Intrepid Financial Planning Group
Indiana
$1.1M -$40.5K -137 -3%
I2I
384
Insight 2811 Inc
Illinois
$1.1M -$36.7K -124 -3%
TNA
385
True North Advisors
Texas
$1.09M
TC
386
TownSquare Capital
Utah
$1.09M -$14.5K -49 -1%
GPA
387
Guidance Point Advisors
Massachusetts
$1.08M +$12.4K +42 +1%
CWM
388
Cornerstone Wealth Management
Missouri
$1.07M +$195K +660 +22%
CF
389
Centaurus Financial
California
$1.07M +$101K +341 +10%
QCM
390
Quantinno Capital Management
New York
$1.06M +$868K +2,935 +392%
EP
391
Essential Planning
New Hampshire
$1.06M +$1.06M +3,580 New
DT
392
Diversified Trust
Tennessee
$1.06M
EB
393
Eastern Bank
Massachusetts
$1.05M
GL
394
Graypoint LLC
New York
$1.05M
Betterment LLC
395
Betterment LLC
New York
$1.04M -$44.4K -150 -4%
AWM
396
Apollon Wealth Management
South Carolina
$1.03M +$208K +702 +24%
GIM
397
Granahan Investment Management
Massachusetts
$1.03M +$1.06M +3,576 New
GJIA
398
Glass Jacobson Investment Advisors
Maryland
$1.03M -$46.4K -157 -4%
FSA
399
Financial Sense Advisors
California
$1.02M +$1.05M +3,555 New
D.E. Shaw & Co
400
D.E. Shaw & Co
New York
$1.01M -$4.33M -14,646 -81%

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.