iShares Russell 2000 Growth ETF
900 hedge funds and large institutions have $8.14B invested in iShares Russell 2000 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 258 increasing their positions, 309 reducing their positions, and 74 closing their positions.
133% more call options, than puts
Call options by funds: $22M | Put options by funds: $9.45M
1.04% more ownership
Funds ownership: 74.67% → 75.71% (+1%)
4% less funds holding
Funds holding: 933 → 900 (-33)
6% less capital invested
Capital invested by funds: $8.71B → $8.14B (-$565M)
17% less repeat investments, than reductions
Existing positions increased: 258 | Existing positions reduced: 309
18% less funds holding in top 10
Funds holding in top 10: 28 → 23 (-5)
27% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 74
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$200M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$44M |
| 3 |
JHU
Johns Hopkins University
Baltimore,
Maryland
|
+$26.8M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$22.7M |
| 5 |
WF
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
+$21.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$218M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$28.8M |
| 3 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$28.6M |
| 4 |
CA
CSM Advisors
Warrendale,
Pennsylvania
|
-$28.2M |
| 5 |
NRA
NSI Retail Advisors
Warrendale,
Pennsylvania
|
-$28.2M |
IWO Hedge Fund Activity: Q2 2024 in Review
900 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q2 2024, worth a combined $8.14B — down 6.5% from $8.71B a quarter earlier.
Sellers outnumbered buyers: 74 funds closed out of IWO and 54 opened new positions — a net loss of 20 holders — while 309 trimmed existing stakes and 258 added.
The largest buyer was Strategic Financial Concepts, adding an estimated $200M. The largest seller was Morgan Stanley, cutting an estimated $218M.
- 900 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q2 2024, down from 933 in Q1 2024.
- Funds reported $8.14B of iShares Russell 2000 Growth ETF stock for Q2 2024, down 6.5% quarter-over-quarter.
- 54 funds opened new iShares Russell 2000 Growth ETF positions in Q2 2024 and 74 closed out, a net change of -20 holders.
- The largest iShares Russell 2000 Growth ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $200M added.
- The largest iShares Russell 2000 Growth ETF seller in Q2 2024 was Morgan Stanley, an estimated $218M sold.
Based on aggregated 13F filings for Q2 2024.