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iShares Russell 2000 Growth ETF
IWO

900 hedge funds and large institutions have $8.14B invested in iShares Russell 2000 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 258 increasing their positions, 309 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $22M | Put options by funds: $9.45M

1.04% more ownership

Funds ownership: 74.67% → 75.71% (+1%)

4% less funds holding

Funds holding: 933 → 900 (-33)

6% less capital invested

Capital invested by funds: $8.71B → $8.14B (-$565M)

17% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 309

18% less funds holding in top 10

Funds holding in top 10: 28 → 23 (-5)

27% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 74

Holders
900
Holders Change
-33
Holders Change %
-3.54%
% of All Funds
13%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.33%
New
54
Increased
258
Reduced
309
Closed
74
Calls
$22M
Puts
$9.45M
Net Calls
+$12.6M
Net Calls Change
-$22M

Top Buyers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
+$200M
2
Bank of America
Bank of America
North Carolina
+$44M
3
JHU
Johns Hopkins University
Maryland
+$26.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$22.7M
5
WF
WoodTrust Financial
Wisconsin
+$21.5M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$218M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$28.8M
3
PCP
Proficio Capital Partners
Massachusetts
-$28.6M
4
CA
CSM Advisors
Pennsylvania
-$28.2M
5
NRA
NSI Retail Advisors
Pennsylvania
-$28.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCBT
476
First Citizens Bank & Trust
North Carolina
$517K – – –
SAM
477
Seelaus Asset Management
New Jersey
$516K – – –
MFC
478
Morris Financial Concepts
South Carolina
$514K – – –
TW
479
Transform Wealth
Colorado
$510K +$7.53K +29 +2%
EWM
480
Evercore Wealth Management
New York
$507K -$2.08K -8 -0.4%
PAM
481
Palisade Asset Management
Minnesota
$505K – – –
PCIA
482
Prime Capital Investment Advisors
Kansas
$504K -$45.9K -177 -8%
CAG
483
Csenge Advisory Group
Florida
$502K -$1.3K -5 -0.3%
GF
484
Gries Financial
Ohio
$502K +$260 +1 +0.1%
AFM
485
Armstrong Fleming & Moore
District of Columbia
$494K – – –
KIG
486
Kowal Investment Group
Wisconsin
$493K -$53K -204 -10%
SCM
487
Sage Capital Management
New Jersey
$492K +$779 +3 +0.2%
WA
488
Wealth Alliance
New York
$491K +$187K +719 +62%
CT
489
Colonial Trust
South Carolina
$490K – – –
D
490
Dentgroup
Louisiana
$490K -$2.08K -8 -0.4%
MA
491
MJP Associates
Connecticut
$485K -$8.83K -34 -2%
DJSG
492
D.J. St. Germain
Massachusetts
$484K -$8.05K -31 -2%
GCA
493
Genesee Capital Advisors
New York
$483K – – –
MIAS
494
Mason Investment Advisory Services
Virginia
$483K +$779 +3 +0.2%
PCM
495
Pointe Capital Management
Michigan
$483K -$15.8K -61 -3%
WHCFA
496
William Howard & Co Financial Advisors
Tennessee
$479K -$5.97K -23 -1%
OWM
497
Orgel Wealth Management
Wisconsin
$478K – – –
JWM
498
Jupiter Wealth Management
Colorado
$478K – – –
MA
499
Montag & Associates
Georgia
$474K +$64.9K +250 +16%
SWP
500
Summit Wealth Partners
Florida
$472K – – –
18 19
20
21 22

IWO Hedge Fund Activity: Q2 2024 in Review

900 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q2 2024, worth a combined $8.14B — down 6.5% from $8.71B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of IWO and 54 opened new positions — a net loss of 20 holders — while 309 trimmed existing stakes and 258 added.

The largest buyer was Strategic Financial Concepts, adding an estimated $200M. The largest seller was Morgan Stanley, cutting an estimated $218M.

  • 900 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q2 2024, down from 933 in Q1 2024.
  • Funds reported $8.14B of iShares Russell 2000 Growth ETF stock for Q2 2024, down 6.5% quarter-over-quarter.
  • 54 funds opened new iShares Russell 2000 Growth ETF positions in Q2 2024 and 74 closed out, a net change of -20 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $200M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q2 2024 was Morgan Stanley, an estimated $218M sold.

Based on aggregated 13F filings for Q2 2024.