We are live on ! Find out more
IWO icon

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
FCA
426
FinTrust Capital Advisors
South Carolina
$729K -$13.1K -48 -2%
CWM
427
Cahaba Wealth Management
Georgia
$726K +$50.7K +185 +8%
PGFC
428
Peapack-Gladstone Financial Corp
New Jersey
$724K
PHAM
429
Palisades Hudson Asset Management
Florida
$724K +$1.1K +4 +0.2%
BFC
430
Bedel Financial Consulting
Indiana
$721K -$3.29K -12 -0.5%
NWA
431
Navis Wealth Advisors
New York
$720K
MMHP
432
Murphy Middleton Hinkle & Parker
Georgia
$719K +$21.1K +77 +3%
NP
433
NorthRock Partners
Minnesota
$716K
GPA
434
Garrison Point Advisors
California
$708K
FA
435
FC Advisory
Pennsylvania
$707K +$5.75K +21 +0.9%
OMC
436
Old Mission Capital
Illinois
$707K -$1.37M -5,002 -67%
IWS
437
Integrity Wealth Solutions
Colorado
$706K +$548 +2 +0.1%
LIA
438
LS Investment Advisors
Michigan
$703K
QWM
439
Quadcap Wealth Management
Texas
$702K -$61.4K -224 -8%
AWA
440
Archvest Wealth Advisors
California
$698K +$1.1K +4 +0.2%
LW
441
Linscomb Wealth
Texas
$697K
PFPT
442
Pinnacle Financial Partners (Tennessee)
Tennessee
$693K +$1.1K +4 +0.2%
CWA
443
Consilium Wealth Advisory
Texas
$686K
NPT
444
National Philanthropic Trust
Pennsylvania
$683K
FB
445
Fulton Bank
Pennsylvania
$682K -$11.2K -41 -2%
ATI
446
ARK & TLK Investments
Oklahoma
$681K
BWM
447
Brown Wealth Management
Illinois
$679K -$39.2K -143 -6%
NOI
448
Newton One Investments
Delaware
$675K -$17K -62 -3%
ECM
449
Elgethun Capital Management
South Dakota
$675K
HI
450
Harbour Investments
Wisconsin
$667K +$9.31K +34 +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.