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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
PPP
451
Private Portfolio Partners
New Jersey
$666K +$643K +2,346 New
B
452
Bensler
Washington
$662K +$548 +2 +0.1%
DB
453
Dravo Bay
Delaware
$661K -$208K -758 -25%
PPWP
454
Premier Path Wealth Partners
New Jersey
$661K -$8.22K -30 -1%
RHJA
455
Rice Hall James & Associates
California
$658K -$635K -2,318 -50%
BFS
456
Bradley Foster & Sargent
Connecticut
$654K -$5.2K -19 -0.8%
SC
457
Sepio Capital
Utah
$650K
HPC
458
HM Payson & Co
Maine
$644K
FB
459
First Bancorp
Maine
$642K
SAM
460
Smithbridge Asset Management
Pennsylvania
$641K +$308K +1,126 +100%
DCM
461
Driehaus Capital Management
Illinois
$637K +$614K +2,243 New
AFP
462
Ausdal Financial Partners
Iowa
$635K -$32.3K -118 -5%
AWA
463
Arkadios Wealth Advisors
Georgia
$631K +$9.86K +36 +2%
E
464
ETFidea
New York
$630K -$10.1K -37 -2%
EWA
465
Exencial Wealth Advisors
Oklahoma
$628K -$80.8K -295 -12%
BAM
466
Belpointe Asset Management
Nevada
$628K +$606K +2,211 New
ATPW
467
Ashton Thomas Private Wealth
Arizona
$626K -$6.3K -23 -1%
TPW
468
Transatlantique Private Wealth
New York
$625K
P8IP
469
Pier 88 Investment Partners
California
$625K +$603K +2,200 New
CI
470
Chartist Inc
California
$616K -$17.8K -65 -3%
UF
471
Univest Financial
Pennsylvania
$609K +$587K +2,143 New
NAM
472
NTV Asset Management
West Virginia
$594K
MWM
473
Mission Wealth Management
California
$589K +$6.3K +23 +1%
SDWMA
474
Schneider Downs Wealth Management Advisors
Pennsylvania
$579K
SWA
475
SOA Wealth Advisors
New York
$575K -$146K -534 -21%

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.