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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
MAM
651
Madison Asset Management
Wisconsin
$293K -$13.7K -50 -5%
DWM
652
Destination Wealth Management
California
$293K +$283K +1,032 New
GKWIM
653
Gerber Kawasaki Wealth & Investment Management
California
$293K -$2.19K -8 -0.8%
SW
654
SlateStone Wealth
Florida
$292K -$301K -1,100 -52%
OHWP
655
Oak Harbor Wealth Partners
North Carolina
$291K
BBW
656
Blue Barn Wealth
Utah
$289K +$1.1K +4 +0.4%
CVA
657
Central Valley Advisors
California
$288K
PWPS
658
Pinnacle Wealth Planning Services
Ohio
$287K
STA
659
Summit Trail Advisors
New York
$285K +$21.6K +79 +9%
WCA
660
Westover Capital Advisors
Delaware
$284K +$274K +1,000 New
HAS
661
Holland Advisory Services
Florida
$283K -$17.8K -65 -6%
MWA
662
Monograph Wealth Advisors
California
$282K
HCA
663
Harbour Capital Advisors
Virginia
$280K -$5.48K -20 -2%
BCM
664
Becker Capital Management
Oregon
$276K +$266K +971 New
TCOV
665
Trust Company of Vermont
Vermont
$275K
BO
666
Bank OZK
Arkansas
$275K +$2.74K +10 +1%
WMA
667
West Michigan Advisors
Michigan
$274K -$274 -1 -0.1%
ST
668
Spinnaker Trust
Maine
$274K +$264K +965 New
LSA
669
L & S Advisors
California
$273K
ACM
670
Advance Capital Management
Michigan
$272K -$36.4K -133 -12%
HPFG
671
Hart & Patterson Financial Group
Massachusetts
$271K -$16.7K -61 -6%
IFWM
672
Institute for Wealth Management
Colorado
$271K
WS
673
Wedbush Securities
California
$269K
MIM
674
Marco Investment Management
Georgia
$268K
CIA
675
Capital Investment Advisors
Georgia
$268K +$11.8K +43 +5%

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.