We are live on ! Find out more
IWO icon

iShares Russell 2000 Growth ETF
IWO

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: 23 → 26 (+3)

7% more funds holding

Funds holding: 900 → 964 (+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

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$70.5M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$54.7M
3
JP Morgan Chase
JP Morgan Chase
New York
+$42.4M
4
Bank of America
Bank of America
North Carolina
+$34M
5
LPL Financial
LPL Financial
California
+$27.2M

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$212M
2
Charles Schwab
Charles Schwab
California
-$125M
3
Wells Fargo
Wells Fargo
California
-$51.1M
4
Goldman Sachs
Goldman Sachs
New York
-$36.9M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$31.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
ECA
476
Elevated Capital Advisors
Utah
$572K +$551K +2,013 New
FCBT
477
First Citizens Bank & Trust
North Carolina
$571K +$11.2K +41 +2%
WP
478
WealthPLAN Partners
Nebraska
$569K -$1.1K -4 -0.2%
FAIM
479
Financial Advocates Investment Management
Washington
$569K -$5.75K -21 -1%
TW
480
Transform Wealth
Colorado
$568K +$15.6K +57 +3%
AO
481
Advisor OS
Illinois
$564K – – –
CAM
482
Congress Asset Management
Massachusetts
$563K +$109K +397 +25%
HIMC
483
Heritage Investors Management Corp
Maryland
$563K +$543K +1,983 New
PTP
484
Platform Technology Partners
New York
$562K +$542K +1,979 New
AFM
485
Armstrong Fleming & Moore
District of Columbia
$559K +$24.4K +89 +5%
NL
486
NWAM LLC
Washington
$556K +$536K +1,958 New
MFC
487
Morris Financial Concepts
South Carolina
$556K – – –
PL
488
Plancorp LLC
Missouri
$556K -$3.83K -14 -0.7%
SCM
489
Sterling Capital Management
North Carolina
$552K +$532K +1,942 New
EWM
490
Evercore Wealth Management
New York
$549K – – –
PAM
491
Palisade Asset Management
Minnesota
$546K – – –
PCIA
492
Prime Capital Investment Advisors
Kansas
$545K – – –
GF
493
Gries Financial
Ohio
$543K +$548 +2 +0.1%
CWA
494
Cascade Wealth Advisors
Washington
$539K – – –
SAM
495
Seelaus Asset Management
New Jersey
$537K -$20.5K -75 -4%
KIG
496
Kowal Investment Group
Wisconsin
$531K -$2.46K -9 -0.5%
FCP
497
Fidelis Capital Partners
Florida
$526K +$122K +446 +32%
MA
498
MJP Associates
Connecticut
$525K – – –
DJSG
499
D.J. St. Germain
Massachusetts
$524K – – –
MIAS
500
Mason Investment Advisory Services
Virginia
$523K +$822 +3 +0.2%
18 19
20
21 22

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.