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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
AllianceBernstein
26
AllianceBernstein
Tennessee
$76.1M -$52.2M -176,625 -40%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$71.5M +$8.01M +27,084 +12%
CB
28
Commerce Bank
Missouri
$67.9M -$2.17M -7,348 -3%
BPWM
29
Badgley Phelps Wealth Managers
Washington
$58.2M -$192K -649 -0.3%
BNP Paribas Financial Markets
30
BNP Paribas Financial Markets
France
$57.9M -$45.6M -153,989 -43%
CAM
31
Cresset Asset Management
Illinois
$56.2M -$1.37M -4,628 -2%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$54.4M +$1.26M +4,253 +2%
Wellington Management Group
33
Wellington Management Group
Massachusetts
$52.3M +$33.5M +113,084 +165%
Creative Planning
34
Creative Planning
Kansas
$50.3M -$1.55M -5,241 -3%
Brown Advisory
35
Brown Advisory
Maryland
$48.8M +$6.73M +22,753 +15%
SEI Investments
36
SEI Investments
Pennsylvania
$46.8M -$3.73M -12,599 -7%
AWM
37
AE Wealth Management
Kansas
$45.6M +$7.96M +26,922 +20%
Pathstone Holdings
38
Pathstone Holdings
New Jersey
$45M -$541K -1,828 -1%
KeyBank National Association
39
KeyBank National Association
Ohio
$43.6M -$317K -1,071 -0.7%
Truist Financial
40
Truist Financial
North Carolina
$40.3M +$395K +1,334 +1%
Corient Private Wealth
41
Corient Private Wealth
Florida
$40.1M -$2.38M -8,039 -5%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$38.6M +$711K +2,403 +2%
Ameriprise
43
Ameriprise
Minnesota
$36.8M +$5.96M +20,143 +19%
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$36.7M +$34.3M +115,896 +986%
SFP
45
Shepherd Financial Partners
Massachusetts
$36.3M +$39.3K +133 +0.1%
BCI
46
Brinker Capital Investments
Pennsylvania
$32.8M -$4.28M -14,477 -11%
OPS
47
Orion Portfolio Solutions
Nebraska
$32.8M -$4.28M -14,477 -11%
CL
48
Choreo LLC
Illinois
$32.1M +$268K +906 +0.8%
FWIA
49
Fort Washington Investment Advisors
Ohio
$30.3M
MCM
50
MAI Capital Management
Ohio
$29.4M +$1.04M +3,507 +4%

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.