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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
DFA
401
DHJJ Financial Advisors
Illinois
$1M
AL
402
Aspiriant LLC
California
$1M +$4.14K +14 +0.4%
FCP
403
Fidelis Capital Partners
Florida
$996K +$452K +1,528 +82%
WCM Investment Management
404
WCM Investment Management
California
$994K +$1.02M +3,446 New
CAP
405
Columbia Advisory Partners
Washington
$985K -$3.37M -11,398 -77%
RA
406
Riversedge Advisors
Delaware
$979K +$3.55K +12 +0.4%
KMWM
407
Keudell/Morrison Wealth Management
Oregon
$978K
BCM
408
Brookstone Capital Management
Illinois
$978K +$231K +781 +30%
IIC
409
Ironwood Investment Counsel
Arizona
$973K +$23.7K +80 +2%
DI
410
Disciplined Investments
Oklahoma
$973K -$9.17K -31 -0.9%
CB
411
Cadence Bank
Mississippi
$971K -$6.21K -21 -0.6%
GKIM
412
GW&K Investment Management
Massachusetts
$965K +$822K +2,780 +484%
CAG
413
Crestwood Advisors Group
Massachusetts
$962K -$14.8K -50 -1%
OSAM
414
O'Shaughnessy Asset Management
Connecticut
$961K +$124K +420 +14%
Allspring Global Investments
415
Allspring Global Investments
North Carolina
$958K
PCM
416
Pointe Capital Management
Michigan
$956K +$29.3K +99 +3%
PP
417
Prosperity Planning
Missouri
$947K -$60.9K -206 -6%
HPM
418
Hoxton Planning & Management
West Virginia
$945K -$13.9K -47 -1%
FMI
419
F/M Investments
District of Columbia
$937K +$963K +3,254 New
HSA
420
HBK Sorce Advisory
Pennsylvania
$932K +$82.2K +278 +9%
CNBT
421
Canandaigua National Bank & Trust
New York
$926K
PWM
422
Perigon Wealth Management
California
$919K +$12.1K +41 +1%
WA
423
Wealth Alliance
New York
$918K +$943K +3,189 New
UBS AM
424
UBS AM
Illinois
$915K +$512K +1,730 +119%
MFG
425
Merit Financial Group
Georgia
$915K +$591K +1,998 +169%

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.