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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
FHC
701
First Heartland Consultants
Missouri
$254K +$36.7K +134 +18%
RTL
702
Red Tortoise LLC
Georgia
$253K -$822 -3 -0.3%
BHCM
703
Brevan Howard Capital Management
Jersey
$253K +$244K +891 New
AWM
704
Avior Wealth Management
Nebraska
$249K +$17K +62 +8%
ALC
705
Alexander Labrunerie & Co
Missouri
$249K
RSS
706
Rosenblum Silverman Sutton
California
$249K +$1.92K +7 +0.8%
PCM
707
Presidio Capital Management
California
$245K +$274 +1 +0.1%
FNBOO
708
First National Bank of Omaha
Nebraska
$244K
MCM
709
Mattern Capital Management
Colorado
$244K
TA
710
TFB Advisors
Kansas
$244K +$235K +858 New
E3F
711
Eight 31 Financial
Texas
$243K +$235K +857 New
Wolverine Trading
712
Wolverine Trading
Illinois
$243K +$235K +858 New
FMC
713
First Merchants Corp
Indiana
$243K
S
714
Sunpointe
Missouri
$241K
RWA
715
River Wealth Advisors
Pennsylvania
$240K +$10.1K +37 +5%
KCM
716
Kanawha Capital Management
Virginia
$239K -$2.74K -10 -1%
RAM
717
Roanoke Asset Management
New Jersey
$238K
PWS
718
Proactive Wealth Strategies
Georgia
$238K +$230K +838 New
QCM
719
QRG Capital Management
Illinois
$238K +$229K +837 New
SW
720
Solidarity Wealth
Utah
$237K
HWA
721
Heartwood Wealth Advisors
Virginia
$236K
CIA
722
Concurrent Investment Advisors
Florida
$235K +$227K +828 New
ST
723
Smithfield Trust
Pennsylvania
$233K
GS
724
GTS Securities
New York
$233K -$1.75M -6,396 -89%
LI
725
LMCG Investments
Massachusetts
$232K

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.