iShares Russell 2000 Growth ETF
933 hedge funds and large institutions have $8.71B invested in iShares Russell 2000 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 253 increasing their positions, 314 reducing their positions, and 79 closing their positions.
186% more call options, than puts
Call options by funds: $53.1M | Put options by funds: $18.5M
30% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 79
1% more funds holding
Funds holding: 925 → 933 (+8)
5% less capital invested
Capital invested by funds: $9.17B → $8.71B (-$461M)
9.17% less ownership
Funds ownership: 83.84% → 74.67% (-9.2%)
10% less funds holding in top 10
Funds holding in top 10: 31 → 28 (-3)
19% less repeat investments, than reductions
Existing positions increased: 253 | Existing positions reduced: 314
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$46.9M |
| 2 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
+$27M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$22M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$21.7M |
| 5 |
Goldman Sachs
New York
|
+$21.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$852M |
| 2 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
-$85.9M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$27.8M |
| 4 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$26.3M |
| 5 |
Twin Tree Management
Dallas,
Texas
|
-$24M |
IWO Hedge Fund Activity: Q1 2024 in Review
933 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q1 2024, worth a combined $8.71B — down 5% from $9.17B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new IWO positions and 79 closed out — a net gain of 24 holders — while 253 added to existing stakes and 314 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $46.9M. The largest seller was Morgan Stanley, cutting an estimated $852M.
- 933 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q1 2024, up from 925 in Q4 2023.
- Funds reported $8.71B of iShares Russell 2000 Growth ETF stock for Q1 2024, down 5% quarter-over-quarter.
- 103 funds opened new iShares Russell 2000 Growth ETF positions in Q1 2024 and 79 closed out, a net change of +24 holders.
- The largest iShares Russell 2000 Growth ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $46.9M added.
- The largest iShares Russell 2000 Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $852M sold.
Based on aggregated 13F filings for Q1 2024.