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iShares Russell 2000 Growth ETF
IWO

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: 26 → 33 (+7)

23% more repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 270

9% more funds holding

Funds holding: 964 → 1,051 (+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

Top Buyers

Rank Fund Capital Flow
1
CM
Churchill Management
California
+$202M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$113M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$81.9M
4
Bank of America
Bank of America
North Carolina
+$39.5M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$34.3M

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$76.3M
2
US Bancorp
US Bancorp
Minnesota
-$59.7M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$52.2M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$45.6M
5
Barclays
Barclays
United Kingdom
-$38.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
TPA
676
Trivium Point Advisory
Connecticut
$337K +$346K +1,170 New
CS
677
Cannell & Spears
New York
$337K – – –
EIP
678
Easterly Investment Partners
Massachusetts
$337K – – –
EFG
679
Embree Financial Group
Illinois
$336K +$296 +1 +0.1%
VAS
680
Vestmark Advisory Solutions
Massachusetts
$336K +$345K +1,166 New
MFWP
681
Mosaic Family Wealth Partners
Missouri
$335K – – –
FFM
682
Forum Financial Management
Illinois
$335K – – –
MA
683
MONECO Advisors
Connecticut
$333K +$68.9K +233 +25%
CFA
684
Cahill Financial Advisors
Minnesota
$333K -$2.07K -7 -0.6%
WHCFA
685
William Howard & Co Financial Advisors
Tennessee
$330K -$200K -675 -37%
CIA
686
Concurrent Investment Advisors
Florida
$327K +$90.8K +307 +37%
FWTB
687
First Western Trust Bank
Colorado
$326K +$8.58K +29 +3%
SMC
688
Smith, Moore & Co
Missouri
$326K +$592 +2 +0.2%
PIMG
689
Patriot Investment Management Group
Tennessee
$324K – – –
AIA
690
Arbor Investment Advisors
North Carolina
$322K – – –
SSWM
691
Smith Salley Wealth Management
North Carolina
$318K – – –
CAG
692
Curtis Advisory Group
California
$317K -$12.1K -41 -4%
DWM
693
Destination Wealth Management
California
$314K +$17.7K +60 +6%
SC
694
Scotia Capital
Ontario, Canada
$313K – – –
MWM
695
Mascagni Wealth Management
Mississippi
$309K +$357K +1,207 New
MMPW
696
Mitchell McLeod Pugh & Williams
Alabama
$307K – – –
TSW
697
Thompson Siegel & Walmsley
Virginia
$307K – – –
AWM
698
Aprio Wealth Management
Georgia
$306K +$296 +1 +0.1%
BCA
699
Bay Colony Advisors
Massachusetts
$305K +$1.18K +4 +0.4%
FMC
700
First Merchants Corp
Indiana
$303K +$59.2K +200 +23%
26 27
28
29 30

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.