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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
TCM
601
Tassel Capital Management
North Carolina
$431K +$443K +1,499 New
CMI
602
Clare Market Investments
Texas
$428K -$43.2K -146 -9%
SCM
603
Sage Capital Management
New Jersey
$428K -$87.9K -297 -17%
OFG
604
Oxford Financial Group
Indiana
$427K -$23.7K -80 -5%
MFG
605
MidWestOne Financial Group
Iowa
$426K
RWM
606
RKL Wealth Management
Pennsylvania
$425K +$437K +1,477 New
NL
607
NWAM LLC
Washington
$425K -$143K -483 -25%
CCG
608
Coastwise Capital Group
California
$424K -$1.18K -4 -0.3%
TGAM
609
TBH Global Asset Management
Tennessee
$420K
VCP
610
Vista Capital Partners
Oregon
$420K +$98.5K +333 +30%
OWM
611
Orgel Wealth Management
Wisconsin
$417K
LSA
612
Lion Street Advisors
Texas
$417K +$5.33K +18 +1%
WH
613
Willner & Heller
California
$417K +$1.48K +5 +0.3%
TFF
614
The Family Firm
Maryland
$411K +$1.48K +5 +0.4%
TFS
615
Thoroughbred Financial Services
Tennessee
$410K +$592 +2 +0.1%
OCFG
616
O'Connor Financial Group
Illinois
$409K
KFI
617
Key Financial Inc
Pennsylvania
$401K
EBA
618
Eagle Bay Advisors
New York
$399K
PAM
619
Pegasus Asset Management
New York
$399K
SAM
620
Synergy Asset Management
Washington
$398K +$411K +1,390 New
BEI
621
Benjamin Edwards Inc
Missouri
$397K +$408K +1,380 New
BBHC
622
Brown Brothers Harriman & Co
New York
$397K
GWA
623
Gutierrez Wealth Advisory
Arkansas
$395K +$406K +1,373 New
GWMR
624
GC Wealth Management RIA
Massachusetts
$392K +$2.96K +10 +0.7%
C
625
Croban
Ohio
$392K +$403K +1,361 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.