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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
BBI
676
Baxter Bros Inc
Connecticut
$268K
MPWT
677
MassMutual Private Wealth & Trust
Connecticut
$266K -$23.3K -85 -8%
TA
678
TFG Advisers
Michigan
$266K +$274 +1 +0.1%
ATC
679
Argent Trust Co
Tennessee
$265K -$32K -117 -11%
FWP
680
Falcon Wealth Planning
California
$265K -$21.9K -80 -8%
GT
681
Greenleaf Trust
Michigan
$264K
MFG
682
Magnus Financial Group
New York
$264K +$255K +930 New
MA
683
MONECO Advisors
Connecticut
$263K
V
684
ViaWealth
Kansas
$263K
DWP
685
Daymark Wealth Partners
Ohio
$263K +$1.1K +4 +0.4%
RFN
686
RDA Financial Network
Iowa
$261K
TDWM
687
Topel & Distasi Wealth Management
California
$261K +$274 +1 +0.1%
GIP
688
Greatmark Investment Partners
Georgia
$260K
SIC
689
Sigma Investment Counselors
Michigan
$260K
LWL
690
Leo Wealth LLC
Texas
$260K -$150K -549 -38%
Fayez Sarofim & Co
691
Fayez Sarofim & Co
Texas
$260K
Russell Investments Group
692
Russell Investments Group
United Kingdom
$258K +$11.8K +43 +5%
ISL
693
Ingalls & Snyder LLC
New York
$258K
RCM
694
Radnor Capital Management
Pennsylvania
$258K +$249K +908 New
CCA
695
Clearwater Capital Advisors
Illinois
$258K
GWSA
696
Global Wealth Strategies & Associates
Colorado
$257K -$22.7K -83 -8%
KA
697
Klingman & Associates
New York
$256K
CAL
698
Capital Advisors Ltd
Ohio
$256K
Members Trust
699
Members Trust
Florida
$256K
ECG
700
Edge Capital Group
Georgia
$254K

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.