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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
MCM
51
MAI Capital Management
Ohio
$28M -$308K -1,125 -1%
SAM
52
Silvercrest Asset Management
New York
$27.7M -$10.2M -37,306 -28%
MGIA
53
Moneta Group Investment Advisors
Missouri
$25.3M +$412K +1,505 +2%
WF
54
WoodTrust Financial
Wisconsin
$24.6M +$1.07M +3,893 +5%
Prudential Financial
55
Prudential Financial
New Jersey
$23.6M -$648K -2,365 -3%
APF
56
Alaska Permanent Fund
Alaska
$23.5M -$14.8M -54,210 -40%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$23.2M +$370K +1,350 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
58
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$23M +$1.64M +6,000 +8%
WPW
59
Waldron Private Wealth
Pennsylvania
$22.8M -$1.07M -3,894 -5%
AAP
60
Arax Advisory Partners
Colorado
$22.3M -$297K -1,085 -1%
Comerica Bank
61
Comerica Bank
Texas
$22.2M +$2.2M +8,019 +11%
Stifel Financial
62
Stifel Financial
Missouri
$20.5M +$105K +384 +0.5%
VCS
63
Vaughan & Co Securities
New Jersey
$19.9M -$94.8K -346 -0.5%
Wellington Management Group
64
Wellington Management Group
Massachusetts
$19.5M -$24.3M -88,633 -56%
MML Investors Services
65
MML Investors Services
Massachusetts
$19.1M +$1.61M +5,873 +10%
HighTower Advisors
66
HighTower Advisors
Illinois
$19.1M -$1.68M -6,150 -8%
Cerity Partners
67
Cerity Partners
New York
$18.8M +$484K +1,767 +3%
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$18.7M -$1.1M -4,022 -6%
ANTB
69
AMG National Trust Bank
Colorado
$18.4M +$900K +3,286 +5%
Mariner
70
Mariner
Kansas
$17.4M -$312K -1,140 -2%
KAS
71
Kestra Advisory Services
Texas
$17.1M -$783K -2,859 -5%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$17M -$246K -898 -1%
GA
73
Geller Advisors
New York
$16.8M +$30.7K +112 +0.2%
BlackRock
74
BlackRock
New York
$16.6M +$942K +3,440 +6%
Osaic Holdings
75
Osaic Holdings
Arizona
$16.5M -$6.82M -24,912 -30%

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.