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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
APW
426
Acima Private Wealth
Virginia
$912K
NW
427
NewEdge Wealth
Pennsylvania
$912K +$429K +1,450 +84%
FNBSF
428
First National Bank Sioux Falls
South Dakota
$909K
GSC
429
Ground Swell Capital
South Carolina
$908K +$933K +3,155 New
GT
430
Glenview Trust
Kentucky
$907K -$32.8K -111 -3%
VCP
431
Verus Capital Partners
Arizona
$904K -$49.7K -168 -5%
FBFS
432
First Business Financial Services
Wisconsin
$901K
SWM
433
Spire Wealth Management
Virginia
$893K +$595K +2,013 +185%
FA
434
Fiducient Advisors
Illinois
$891K +$10.4K +35 +1%
QWM
435
Quadcap Wealth Management
Texas
$873K +$166K +561 +23%
WFAG
436
Wescott Financial Advisory Group
Pennsylvania
$873K +$95.5K +323 +12%
DTC
437
Davidson Trust Company
Washington
$871K -$28.7K -97 -3%
GC
438
Garde Capital
Washington
$865K -$11.2K -38 -1%
AA
439
Alesco Advisors
New York
$863K
GA
440
GFS Advisors
Texas
$863K
DWM
441
David Wealth Management
Virginia
$857K +$881K +2,979 New
ECA
442
Elevated Capital Advisors
Utah
$853K +$281K +951 +47%
FWP
443
FAS Wealth Partners
Kansas
$852K -$9.47K -32 -1%
FFN
444
Focus Financial Network
Minnesota
$849K -$17.5K -59 -2%
AFG
445
Allegheny Financial Group
Pennsylvania
$832K +$592 +2 +0.1%
CI Investments Inc
446
CI Investments Inc
Ontario, Canada
$831K
WCF
447
West Coast Financial
California
$831K
IWA
448
Inspirion Wealth Advisors
Illinois
$825K
HCM
449
Hollencrest Capital Management
California
$823K
PTP
450
Platform Technology Partners
New York
$820K +$257K +870 +44%

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.