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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
HCM
401
Hollencrest Capital Management
California
$813K
Chevy Chase Trust
402
Chevy Chase Trust
Maryland
$809K +$780K +2,847 New
ZB
403
Zions Bancorporation
Utah
$807K -$14.2K -52 -2%
AI
404
Atria Investments
North Carolina
$802K -$1.19M -4,327 -61%
IPW
405
Intergy Private Wealth
Colorado
$801K
IWA
406
Inspirion Wealth Advisors
Illinois
$799K -$1.64K -6 -0.2%
SVWAG
407
Sound View Wealth Advisors Group
Georgia
$795K +$132K +482 +21%
LNWWM
408
Laird Norton Wetherby Wealth Management
California
$793K +$8.22K +30 +1%
JWA
409
JFS Wealth Advisors
Pennsylvania
$790K -$3.29K -12 -0.4%
IWC
410
Integrated Wealth Concepts
Massachusetts
$786K -$111K -407 -13%
PWW
411
Pettyjohn Wood & White
Virginia
$784K -$104K -381 -12%
CAL
412
Capital Analysts LLC
Pennsylvania
$779K
WFAG
413
Wescott Financial Advisory Group
Pennsylvania
$770K +$94.8K +346 +15%
PWP
414
Perfromance Wealth Partners
Illinois
$766K
SW
415
SkyOak Wealth
Michigan
$751K -$3.29K -12 -0.5%
GIS
416
Grayhawk Investment Strategies
Alberta, Canada
$751K +$724K +2,644 New
P
417
&Partners
Tennessee
$750K +$351K +1,280 +94%
LT
418
Legacy Trust
Michigan
$746K +$12.6K +46 +2%
BCM
419
Brookstone Capital Management
Illinois
$743K -$256K -933 -26%
AI
420
Accredited Investors
Minnesota
$743K +$2.74K +10 +0.4%
SCM
421
Stordahl Capital Management
Colorado
$741K -$108K -396 -13%
HCA
422
Heck Capital Advisors
Wisconsin
$739K +$25.5K +93 +4%
MFIM
423
Mesirow Financial Investment Management
Illinois
$738K +$11.5K +42 +2%
GIA
424
GHP Investment Advisors
Colorado
$732K -$12.9K -47 -2%
GCM
425
Gables Capital Management
Florida
$731K

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.