We are live on ! Find out more
IWO icon

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
IWM
576
IHT Wealth Management
Illinois
$474K -$31.1K -105 -6%
BAAM
577
Baker Avenue Asset Management
California
$469K
AIA
578
Armor Investment Advisors
North Carolina
$466K
EWA
579
Exencial Wealth Advisors
Oklahoma
$461K -$180K -610 -28%
OAM
580
Oberweis Asset Management
Illinois
$461K +$473K +1,600 New
FA
581
Fiduciary Alliance
South Carolina
$459K +$15.4K +52 +3%
FPGK
582
Financial Partners Group (Kansas)
Kansas
$451K +$84.6K +286 +22%
WF
583
Warner Financial
Maryland
$448K
DPI
584
Diversified Portfolios Inc
Michigan
$448K
MIG
585
McGuire Investment Group
Rhode Island
$448K +$24.8K +84 +6%
MA
586
Montag & Associates
Georgia
$447K
SWA
587
Strategies Wealth Advisors
Michigan
$447K +$1.18K +4 +0.3%
BSB
588
Bangor Savings Bank
Maine
$447K -$10.4K -35 -2%
Wolverine Trading
589
Wolverine Trading
Illinois
$447K +$204K +691 +81%
CIR
590
Clear Investment Research
Georgia
$446K -$5.62K -19 -1%
SIA
591
Stegner Investment Associates
Kentucky
$446K -$19.8K -67 -4%
AWM
592
Avaii Wealth Management
Wisconsin
$444K -$8.28K -28 -2%
SSB
593
Sandy Spring Bank
Maryland
$442K
PA
594
Parallel Advisors
California
$441K +$17.2K +58 +4%
TF
595
Trek Financial
Arizona
$438K +$451K +1,523 New
GFA
596
Gallagher Fiduciary Advisors
Illinois
$438K -$14.2K -48 -3%
KF
597
KKM Financial
Illinois
$438K +$435K +1,471 New
DWM
598
Diversify Wealth Management
Utah
$437K +$454K +1,536 New
Fayez Sarofim & Co
599
Fayez Sarofim & Co
Texas
$436K +$177K +600 +66%
GIA
600
Gladstone Institutional Advisory
Florida
$432K +$25.1K +85 +6%

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.