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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
MWP
601
MYCIO Wealth Partners
Pennsylvania
$354K +$274 +1 +0.1%
PCMC
602
Paragon Capital Management (Colorado)
Colorado
$350K
RFM
603
Royal Fund Management
Florida
$349K +$335K +1,224 New
MWS
604
Maxwell Wealth Strategies
California
$348K
AQR Capital Management
605
AQR Capital Management
Connecticut
$345K +$333K +1,216 New
1832 Asset Management
606
1832 Asset Management
Ontario, Canada
$344K
C
607
Certuity
Florida
$343K -$15.6K -57 -5%
CG
608
Cynosure Group
Utah
$342K
PP
609
Patten & Patten
Tennessee
$342K
KWS
610
Keystone Wealth Services
California
$340K
VDI
611
Vaughan David Investments
Illinois
$339K
SWM
612
Selective Wealth Management
Virginia
$338K
SFG
613
Sage Financial Group
Pennsylvania
$338K +$1.37K +5 +0.4%
MFG
614
Merit Financial Group
Georgia
$335K +$98.3K +359 +44%
PTC
615
Private Trust Company
Ohio
$335K
REMPR
616
Roof Eidam Maycock Peralta (REMP)
California
$335K
EIP
617
Easterly Investment Partners
Massachusetts
$332K
CS
618
Cannell & Spears
New York
$332K +$54.8K +200 +21%
CAG
619
Csenge Advisory Group
Florida
$332K -$207K -754 -39%
EFG
620
Embree Financial Group
Illinois
$331K -$9.59K -35 -3%
FFM
621
Forum Financial Management
Illinois
$330K
MFWP
622
Mosaic Family Wealth Partners
Missouri
$330K +$2.74K +10 +0.9%
CFA
623
Cahill Financial Advisors
Minnesota
$330K -$45.2K -165 -12%
CAG
624
Curtis Advisory Group
California
$324K -$2.74K -10 -0.9%
SMC
625
Smith, Moore & Co
Missouri
$321K +$274 +1 +0.1%

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.