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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
TI
651
Trexquant Investment
Connecticut
$359K +$369K +1,248 New
IAG
652
Investment Advisory Group
Massachusetts
$357K -$4.73K -16 -1%
MA
653
Mutual Advisors
Nebraska
$357K -$14.8K -50 -4%
PCMC
654
Paragon Capital Management (Colorado)
Colorado
$354K
RCP
655
Rothschild Capital Partners
New York
$353K -$11.5K -39 -3%
RMA
656
Roffman Miller Associates
Pennsylvania
$351K -$26.3K -89 -7%
SFC
657
Strategic Financial Concepts
Texas
$350K -$98.5K -333 -21%
JWM
658
JP Wealth Management
South Carolina
$349K +$546K +1,847 New
1832 Asset Management
659
1832 Asset Management
Ontario, Canada
$349K
C
660
Certuity
Florida
$348K +$592 +2 +0.2%
FLAM
661
First Light Asset Management
Minnesota
$348K +$357K +1,208 New
CG
662
Cynosure Group
Utah
$347K
PP
663
Patten & Patten
Tennessee
$347K
FHC
664
First Heartland Consultants
Missouri
$346K +$90.8K +307 +34%
FFP
665
FourThought Financial Partners
Florida
$346K -$28.4K -96 -7%
MWS
666
Maxwell Wealth Strategies
California
$345K
KWS
667
Keystone Wealth Services
California
$345K
SWM
668
Selective Wealth Management
Virginia
$345K
VDI
669
Vaughan David Investments
Illinois
$344K
KA
670
Kovack Advisors
Florida
$342K +$123K +417 +54%
CWM
671
Cordatus Wealth Management
Pennsylvania
$340K +$23.1K +78 +7%
REMPR
672
Roof Eidam Maycock Peralta (REMP)
California
$339K
KFS
673
Kaizen Financial Strategies
California
$338K +$31.1K +105 +10%
TWP
674
Triad Wealth Partners
Kansas
$338K +$347K +1,174 New
AIC
675
Allodium Investment Consultants
Minnesota
$337K +$347K +1,172 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.