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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
CB
26
Commerce Bank
Missouri
$69.1M -$439K -1,602 -0.7%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$62.8M -$461K -1,682 -0.8%
BPWM
28
Badgley Phelps Wealth Managers
Washington
$57.6M +$497K +1,813 +0.9%
CAM
29
Cresset Asset Management
Illinois
$56.7M -$2.17M -7,908 -4%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$54M +$1.51M +5,517 +3%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$52.5M +$490K +1,790 +1%
Barclays
32
Barclays
United Kingdom
$51.2M +$21.1M +76,870 +74%
Creative Planning
33
Creative Planning
Kansas
$51.1M -$71.5K -261 -0.1%
SEI Investments
34
SEI Investments
Pennsylvania
$49.7M -$4.92M -17,970 -9%
Pathstone Holdings
35
Pathstone Holdings
New Jersey
$44.9M +$594K +2,168 +1%
KeyBank National Association
36
KeyBank National Association
Ohio
$43.4M -$406K -1,484 -1%
PLFA
37
Pacific Life Fund Advisors
California
$43.2M +$9.31M +33,986 +29%
Corient Private Wealth
38
Corient Private Wealth
Florida
$41.8M -$740K -2,700 -2%
Brown Advisory
39
Brown Advisory
Maryland
$41.7M +$416K +1,518 +1%
Truist Financial
40
Truist Financial
North Carolina
$39.4M -$3.89M -14,209 -9%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$37.4M -$7.58M -27,690 -17%
AWM
42
AE Wealth Management
Kansas
$37.3M +$5.34M +19,491 +17%
BCI
43
Brinker Capital Investments
Pennsylvania
$36.5M -$425K -1,551 -1%
OPS
44
Orion Portfolio Solutions
Nebraska
$36.5M -$425K -1,551 -1%
SFP
45
Shepherd Financial Partners
Massachusetts
$35.8M -$1.44M -5,252 -4%
Citigroup
46
Citigroup
New York
$35.1M +$14.2M +51,955 +72%
CL
47
Choreo LLC
Illinois
$31M +$637K +2,325 +2%
Ameriprise
48
Ameriprise
Minnesota
$30.6M -$2.91M -10,614 -9%
FWIA
49
Fort Washington Investment Advisors
Ohio
$29.9M -$27.4K -100 -0.1%
SI
50
Stephens Inc
Arkansas
$29.1M -$727K -2,655 -3%

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.