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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
AWA
551
Arete Wealth Advisors
Illinois
$419K +$31K +113 +8%
PA
552
Parallel Advisors
California
$419K -$10.7K -39 -3%
MIG
553
McGuire Investment Group
Rhode Island
$418K +$11.8K +43 +3%
NF
554
Nvest Financial
New Hampshire
$415K +$118K +431 +42%
TGAM
555
TBH Global Asset Management
Tennessee
$415K -$9.04K -33 -2%
UBS AM
556
UBS AM
Illinois
$412K +$397K +1,450 New
OWM
557
Orgel Wealth Management
Wisconsin
$411K -$102K -374 -21%
WH
558
Willner & Heller
California
$410K +$822 +3 +0.2%
PCM
559
Prelude Capital Management
New York
$409K +$394K +1,440 New
LSA
560
Lion Street Advisors
Texas
$406K
TFF
561
The Family Firm
Maryland
$404K +$822 +3 +0.2%
TFS
562
Thoroughbred Financial Services
Tennessee
$404K +$274 +1 +0.1%
OCFG
563
O'Connor Financial Group
Illinois
$404K
FIA
564
Foundations Investment Advisors
Arizona
$403K -$2.51M -9,176 -87%
LWANC
565
Laurel Wealth Advisors (North Carolina)
North Carolina
$403K +$17.3K +63 +5%
GIA
566
Gladstone Institutional Advisory
Florida
$403K
AAS
567
Ameritas Advisory Services
Nebraska
$401K -$770K -2,810 -67%
BA
568
Bluesphere Advisors
Pennsylvania
$398K +$60.5K +221 +19%
KFI
569
Key Financial Inc
Pennsylvania
$396K
EBA
570
Eagle Bay Advisors
New York
$394K
PAM
571
Pegasus Asset Management
New York
$394K
BBHC
572
Brown Brothers Harriman & Co
New York
$392K +$13.4K +49 +4%
ATC
573
Adirondack Trust Company
New York
$388K -$24.7K -90 -6%
CPRC
574
Consolidated Portfolio Review Corp
New York
$385K +$548 +2 +0.1%
PWM
575
PBMares Wealth Management
Virginia
$385K

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.