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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
SWP
451
Sagespring Wealth Partners
Tennessee
$813K +$835K +2,824 New
IPW
452
Intergy Private Wealth
Colorado
$812K +$592 +2 +0.1%
BB
453
Bell Bank
North Dakota
$811K -$85.8K -290 -9%
LNWWM
454
Laird Norton Wetherby Wealth Management
California
$804K
LT
455
Legacy Trust
Michigan
$804K +$48.8K +165 +6%
JWA
456
JFS Wealth Advisors
Pennsylvania
$800K -$296 -1 -0%
PA
457
Procyon Advisors
Connecticut
$798K +$820K +2,771 New
FP
458
Fiduciary Planning
Florida
$796K +$818K +2,765 New
MFIM
459
Mesirow Financial Investment Management
Illinois
$795K +$47.9K +162 +6%
PWW
460
Pettyjohn Wood & White
Virginia
$794K
CAL
461
Capital Analysts LLC
Pennsylvania
$791K +$2.07K +7 +0.3%
BFC
462
Bedel Financial Consulting
Indiana
$782K +$16.6K +56 +2%
HIMC
463
Heritage Investors Management Corp
Maryland
$779K +$214K +723 +36%
PWP
464
Perfromance Wealth Partners
Illinois
$776K -$592 -2 -0.1%
SIA
465
Schechter Investment Advisors
Michigan
$767K +$573K +1,937 +266%
GIS
466
Grayhawk Investment Strategies
Alberta, Canada
$761K
AI
467
Accredited Investors
Minnesota
$753K
SIM
468
Stratos Investment Management
Ohio
$753K +$774K +2,615 New
CWM
469
Copia Wealth Management
Oregon
$747K +$768K +2,596 New
PPA
470
Pacific Point Advisors
California
$744K +$740K +2,500 New
GCM
471
Gables Capital Management
Florida
$741K
HPC
472
HM Payson & Co
Maine
$739K +$88.5K +299 +13%
SCM
473
Stordahl Capital Management
Colorado
$738K -$23.7K -80 -3%
PHAM
474
Palisades Hudson Asset Management
Florida
$737K +$2.96K +10 +0.4%
NWA
475
Navis Wealth Advisors
New York
$730K

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.