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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
SFA
526
Sequoia Financial Advisors
Ohio
$460K -$8.49K -31 -2%
AIA
527
Armor Investment Advisors
North Carolina
$460K
SIA
528
Stegner Investment Associates
Kentucky
$459K
HFA
529
High Falls Advisors
New York
$456K +$548 +2 +0.1%
ACA
530
Aptus Capital Advisors
Alabama
$451K +$21.9K +80 +5%
BSB
531
Bangor Savings Bank
Maine
$451K +$64.6K +236 +17%
GFA
532
Gallagher Fiduciary Advisors
Illinois
$446K +$20.3K +74 +5%
MWA
533
Midland Wealth Advisors
Illinois
$446K -$270K -986 -39%
AWM
534
Avaii Wealth Management
Wisconsin
$446K -$2.74K -10 -0.6%
FWA
535
FSM Wealth Advisors
Ohio
$446K -$61.9K -226 -13%
CIR
536
Clear Investment Research
Georgia
$445K +$9.86K +36 +2%
OFG
537
Oxford Financial Group
Indiana
$444K
CFGS
538
Concourse Financial Group Securities
Alabama
$444K +$19.2K +70 +5%
PCMC
539
Planning Capital Management Corporation
Pennsylvania
$442K +$266K +970 +165%
WF
540
Warner Financial
Maryland
$442K
PRWA
541
Platte River Wealth Advisors
Colorado
$442K
DPI
542
Diversified Portfolios Inc
Michigan
$442K +$10.4K +38 +3%
MA
543
Montag & Associates
Georgia
$441K -$68.8K -251 -14%
SFC
544
Strategic Financial Concepts
Texas
$440K -$212M -772,592 -100%
AHC
545
Anderson Hoagland & Co
Missouri
$440K
FA
546
Fiduciary Alliance
South Carolina
$438K +$422K +1,542 New
SSB
547
Sandy Spring Bank
Maryland
$436K +$274 +1 +0.1%
SWA
548
Strategies Wealth Advisors
Michigan
$425K -$822 -3 -0.2%
MFG
549
MidWestOne Financial Group
Iowa
$420K
CCG
550
Coastwise Capital Group
California
$419K -$1.64K -6 -0.4%

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.