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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
EIM
626
Essex Investment Management
Massachusetts
$320K +$49.3K +180 +19%
VCP
627
Vista Capital Partners
Oregon
$320K +$308K +1,126 New
PIMG
628
Patriot Investment Management Group
Tennessee
$320K -$34.2K -125 -10%
AIA
629
Arbor Investment Advisors
North Carolina
$318K
LWM
630
LJI Wealth Management
Indiana
$318K -$4.11K -15 -1%
CWM
631
Cordatus Wealth Management
Pennsylvania
$314K +$822 +3 +0.3%
FWTB
632
First Western Trust Bank
Colorado
$314K +$32.9K +120 +12%
SSWM
633
Smith Salley Wealth Management
North Carolina
$314K +$302K +1,104 New
CWM
634
Concentric Wealth Management
California
$311K
FIC
635
FCG Investment Company
Tennessee
$310K
SWM
636
Spire Wealth Management
Virginia
$309K +$4.93K +18 +2%
SC
637
Scotia Capital
Ontario, Canada
$308K -$3.01K -11 -1%
BIA
638
BHK Investment Advisors
Alabama
$305K +$274 +1 +0.1%
KFS
639
Kaizen Financial Strategies
California
$304K +$19.2K +70 +7%
GRP
640
Global Retirement Partners
California
$304K +$10.1K +37 +4%
MMPW
641
Mitchell McLeod Pugh & Williams
Alabama
$303K -$30.4K -111 -9%
TSW
642
Thompson Siegel & Walmsley
Virginia
$303K
AWM
643
Aprio Wealth Management
Georgia
$301K
BCA
644
Bay Colony Advisors
Massachusetts
$300K +$548 +2 +0.2%
WIA
645
World Investment Advisors
California
$299K +$288K +1,053 New
GIP
646
Granite Investment Partners
California
$298K +$280K +1,021 +3,403%
FA
647
Fountainhead AM
New Jersey
$297K -$11.5K -42 -4%
SCTC
648
Sanibel Captiva Trust Company
Florida
$295K +$285K +1,040 New
CA
649
CGN Advisors
Kansas
$295K +$30.4K +111 +12%
GLA
650
Good Life Advisors
Pennsylvania
$295K +$284K +1,038 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.