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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
GWMR
576
GC Wealth Management RIA
Massachusetts
$384K -$6.85K -25 -2%
BBP
577
Banco BTG Pactual
Brazil
$383K +$54.8K +200 +17%
EW
578
Evoke Wealth
California
$381K +$367K +1,341 New
CNBTD
579
Citizens National Bank Trust Department
Mississippi
$381K
CPA
580
Cardiff Park Advisors
California
$380K
KFC
581
Klingenstein Fields & Co
New York
$379K -$4.11K -15 -1%
QWP
582
Quotient Wealth Partners
Texas
$378K -$1.92K -7 -0.5%
SCI
583
S&CO Inc
Massachusetts
$377K
RMA
584
Roffman Miller Associates
Pennsylvania
$372K -$3.01K -11 -0.8%
EP
585
EPIQ Partners
Minnesota
$369K
FFP
586
FourThought Financial Partners
Florida
$369K -$6.3K -23 -2%
DAS
587
Diversify Advisory Services
Utah
$368K -$10.1K -37 -3%
FFG
588
Fiduciary Financial Group
California
$366K
FPGK
589
Financial Partners Group (Kansas)
Kansas
$364K -$10.7K -39 -3%
NCM
590
Nelson Capital Management
California
$362K
OIM
591
Oder Investment Management
California
$362K
FBB
592
Fulton Breakefield Broenniman
Maryland
$362K -$64.4K -235 -16%
MC
593
Moors & Cabot
Massachusetts
$361K +$1.92K +7 +0.6%
RCP
594
Rothschild Capital Partners
New York
$360K -$4.66K -17 -1%
MA
595
Mutual Advisors
Nebraska
$359K +$13.7K +50 +4%
FGG
596
Financial Guidance Group
Florida
$358K
PAG
597
Paladin Advisory Group
Iowa
$358K
CWA
598
Centennial Wealth Advisory
Michigan
$357K +$31.8K +116 +10%
IAG
599
Investment Advisory Group
Massachusetts
$357K +$11K +40 +3%
BCC
600
Bridge City Capital
Oregon
$355K +$343K +1,251 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.