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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
WP
526
WealthPLAN Partners
Nebraska
$577K
DJSG
527
D.J. St. Germain
Massachusetts
$571K +$41.4K +140 +8%
SWA
528
SOA Wealth Advisors
New York
$570K -$12.4K -42 -2%
AFM
529
Armstrong Fleming & Moore
District of Columbia
$567K
FAIM
530
Financial Advocates Investment Management
Washington
$564K -$13K -44 -2%
MFC
531
Morris Financial Concepts
South Carolina
$563K
NF
532
Nvest Financial
New Hampshire
$557K +$141K +475 +33%
EWM
533
Evercore Wealth Management
New York
$556K
FWA
534
FSM Wealth Advisors
Ohio
$556K +$96.4K +326 +21%
ClearBridge Investments
535
ClearBridge Investments
New York
$554K -$16.2M -54,685 -97%
PAM
536
Palisade Asset Management
Minnesota
$553K
SAM
537
Seelaus Asset Management
New Jersey
$553K +$8.88K +30 +2%
PCIA
538
Prime Capital Investment Advisors
Kansas
$552K -$296 -1 -0.1%
SAM
539
Strive Asset Management
Ohio
$551K +$567K +1,916 New
GF
540
Gries Financial
Ohio
$551K +$592 +2 +0.1%
MA
541
MJP Associates
Connecticut
$550K +$18K +61 +3%
PWM
542
Parkshore Wealth Management
California
$539K +$554K +1,872 New
MIAS
543
Mason Investment Advisory Services
Virginia
$532K +$2.07K +7 +0.4%
GCA
544
Genesee Capital Advisors
New York
$530K
CT
545
Colonial Trust
South Carolina
$528K
BPC
546
Bearing Point Capital
Minnesota
$528K +$543K +1,836 New
AHC
547
Anderson Hoagland & Co
Missouri
$527K +$69.5K +235 +15%
SCM
548
Sunbeam Capital Management
Georgia
$522K +$536K +1,813 New
Legal & General Group
549
Legal & General Group
United Kingdom
$521K -$482K -1,630 -47%
KPWM
550
KDK Private Wealth Management
Texas
$517K +$531K +1,795 New

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.