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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
CCM
726
Colorado Capital Management
Colorado
$231K
PPA
727
Painted Porch Advisors
California
$229K +$221K +806 New
CFP
728
Cascade Financial Partners
California
$229K
JFG
729
Jefferies Financial Group
New York
$227K +$219K +800 New
FLPIM
730
F.L. Putnam Investment Management
Massachusetts
$226K -$12.3K -45 -5%
EIP
731
Ellis Investment Partners
Pennsylvania
$226K +$274 +1 +0.1%
CSPIA
732
Cary Street Partners Investment Advisory
Virginia
$225K -$6.3K -23 -3%
BAM
733
Berkshire Asset Management
Pennsylvania
$224K
AA
734
Addison Advisors
Vermont
$224K
HA
735
HFG Advisors
Ohio
$223K
AWM
736
Angeles Wealth Management
California
$222K +$214K +780 New
TCOTS
737
Trust Company of the South
North Carolina
$220K
KA
738
Kovack Advisors
Florida
$219K +$211K +771 New
CIA
739
Compass Ion Advisors
Pennsylvania
$219K +$274 +1 +0.1%
ML
740
Mayport LLC
Massachusetts
$218K
CHJWM
741
Carlton Hofferkamp & Jenks Wealth Management
Texas
$218K
CFS
742
CRA Financial Services
New Jersey
$217K
SWM
743
SeaCrest Wealth Management
New York
$215K +$208K +758 New
IDA
744
Intelligence Driven Advisers
California
$215K +$207K +757 New
VA
745
Valmark Advisers
Ohio
$215K +$207K +756 New
SIAG
746
Safeguard Investment Advisory Group
California
$215K +$207K +755 New
RIL
747
Rothschild Investment LLC
Illinois
$213K
SF
748
Safeguard Financial
Wisconsin
$213K +$205K +750 New
BB
749
Berkshire Bank
Massachusetts
$213K +$205K +750 New
QCM
750
Quantinno Capital Management
New York
$213K +$205K +749 New

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.