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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
PWM
626
PBMares Wealth Management
Virginia
$392K +$1.77K +6 +0.4%
ATC
627
Adirondack Trust Company
New York
$388K -$4.73K -16 -1%
EW
628
Evoke Wealth
California
$386K
CNBTD
629
Citizens National Bank Trust Department
Mississippi
$386K
LWANC
630
Laurel Wealth Advisors (North Carolina)
North Carolina
$385K -$23.7K -80 -6%
CPA
631
Cardiff Park Advisors
California
$385K
MC
632
Moors & Cabot
Massachusetts
$385K +$19.5K +66 +5%
CPRC
633
Consolidated Portfolio Review Corp
New York
$384K -$6.21K -21 -2%
KFC
634
Klingenstein Fields & Co
New York
$384K
PTC
635
Private Trust Company
Ohio
$382K +$44.1K +149 +13%
SCI
636
S&CO Inc
Massachusetts
$382K
EP
637
EPIQ Partners
Minnesota
$374K
QWP
638
Quotient Wealth Partners
Texas
$374K -$9.47K -32 -2%
CWA
639
Centennial Wealth Advisory
Michigan
$373K +$11.5K +39 +3%
GRP
640
Global Retirement Partners
California
$371K +$65.4K +221 +21%
FFG
641
Fiduciary Financial Group
California
$370K
LA
642
LexAurum Advisors
Kansas
$368K +$378K +1,279 New
NCM
643
Nelson Capital Management
California
$367K
OIM
644
Oder Investment Management
California
$367K
PWPS
645
Pinnacle Wealth Planning Services
Ohio
$366K +$76.9K +260 +26%
FBB
646
Fulton Breakefield Broenniman
Maryland
$364K -$2.96K -10 -0.8%
FGG
647
Financial Guidance Group
Florida
$363K
PAG
648
Paladin Advisory Group
Iowa
$362K
BBP
649
Banco BTG Pactual
Brazil
$361K -$29.6K -100 -7%
MWP
650
MYCIO Wealth Partners
Pennsylvania
$359K +$887 +3 +0.2%

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.