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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
9WM
751
9258 Wealth Management
Ohio
$212K +$205K +748 New
EWM
752
Evermay Wealth Management
Virginia
$212K
GFP
753
Gryphon Financial Partners
Ohio
$211K +$204K +744 New
SI
754
Shaker Investments
Ohio
$210K +$202K +738 New
IBOK
755
Independence Bank of Kentucky
Kentucky
$209K -$15.1K -55 -7%
YIH
756
Y-Intercept (HK)
Hong Kong
$209K +$201K +735 New
FIC
757
Family Investment Center
Missouri
$208K +$200K +731 New
LA
758
Legacy Advisors
Pennsylvania
$206K +$199K +727 New
PGA
759
Portland Global Advisors
Maine
$206K +$199K +727 New
SIA
760
Schechter Investment Advisors
Michigan
$206K +$199K +727 New
WA
761
Wealth Architects
California
$206K -$38.3K -140 -16%
FFA
762
Fragasso Financial Advisors
Pennsylvania
$206K +$199K +725 New
FHA
763
Flagship Harbor Advisors
Massachusetts
$205K +$198K +723 New
CGL
764
Clarius Group LLC
Washington
$204K +$197K +720 New
SCM
765
SOL Capital Management
Maryland
$204K +$197K +720 New
MPI
766
Mairs & Power Inc
Minnesota
$204K -$58.9K -215 -23%
CW
767
CIC Wealth
Maryland
$204K +$196K +717 New
RIM
768
Rockbridge Investment Management
New York
$203K +$196K +715 New
CFFP
769
Center for Financial Planning
Michigan
$203K
WCA
770
Waypoint Capital Advisors
Minnesota
$202K +$195K +712 New
WPWM
771
Windward Private Wealth Management
Kansas
$202K +$194K +710 New
CPG
772
Cornerstone Planning Group
New Jersey
$201K +$274 +1 +0.1%
BP
773
Ballentine Partners
Massachusetts
$201K +$194K +707 New
IA
774
IFP Advisors
Florida
$200K +$18.9K +69 +11%
FFA
775
Farther Finance Advisors
California
$184K +$134K +489 +309%

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.