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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
GCA
501
Genesee Capital Advisors
New York
$523K
CT
502
Colonial Trust
South Carolina
$521K -$8.77K -32 -2%
Envestnet Portfolio Solutions
503
Envestnet Portfolio Solutions
Illinois
$521K -$66.3K -242 -12%
SWM
504
SK Wealth Management
Rhode Island
$520K +$489K +1,787 New
WHCFA
505
William Howard & Co Financial Advisors
Tennessee
$518K
SWP
506
Summit Wealth Partners
Florida
$510K
VCA
507
Verdence Capital Advisors
Maryland
$510K +$13.1K +48 +3%
SCM
508
Sage Capital Management
New Jersey
$507K -$24.4K -89 -5%
IWM
509
IHT Wealth Management
Illinois
$497K -$10.4K -38 -2%
TCA
510
Trifecta Capital Advisors
Illinois
$493K
GI
511
GLOBALT Investments
Georgia
$493K
AIM
512
Allen Investment Management
New York
$488K
NW
513
NewEdge Wealth
Pennsylvania
$488K +$1.37K +5 +0.3%
CWM
514
Cranbrook Wealth Management
Michigan
$481K -$2.74K -10 -0.6%
AIM
515
Athena Investment Management
California
$481K
CWM
516
Castle Wealth Management
Florida
$481K
CD
517
Chapin Davis
Maryland
$479K
JWM
518
Jupiter Wealth Management
Colorado
$478K
IAG
519
Investmark Advisory Group
Connecticut
$478K +$274 +1 +0.1%
FPAS
520
Focus Partners Advisor Solutions
Missouri
$478K +$15.1K +55 +3%
D
521
Dentgroup
Louisiana
$476K -$51.5K -188 -10%
JIC
522
Joel Isaacson & Co
New York
$473K
CMI
523
Clare Market Investments
Texas
$464K -$216K -789 -33%
BAAM
524
Baker Avenue Asset Management
California
$463K
ABWM
525
Alpine Bank Wealth Management
Colorado
$461K +$445K +1,623 New

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.