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iShares Russell 2000 Growth ETF

1,051 hedge funds and large institutions have $9.34B invested in iShares Russell 2000 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 331 increasing their positions, 270 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 51

183% more call options, than puts

Call options by funds: $49.3M | Put options by funds: $17.4M

27% more funds holding in top 10

Funds holding in top 10: 2633 (+7)

23% more repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 270

9% more funds holding

Funds holding: 9641,051 (+87)

8% more capital invested

Capital invested by funds: $8.64B → $9.34B (+$697M)

1.73% more ownership

Funds ownership: 72.42%74.15% (+1.7%)

Holders
1,051
Holders Change
+87
Holders Change %
+9.02%
% of All Funds
13.84%
Holding in Top 10
33
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+26.92%
% of All Funds
0.43%
New
160
Increased
331
Reduced
270
Closed
51
Calls
$49.3M
Puts
$17.4M
Net Calls
+$31.9M
Net Calls Change
+$31.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SCTC
751
Sanibel Captiva Trust Company
Florida
$261K -$39.3K -133 -13%
SFG
752
Sage Financial Group
Pennsylvania
$261K -$84.3K -285 -24%
GWSA
753
Global Wealth Strategies & Associates
Colorado
$260K
CAL
754
Capital Advisors Ltd
Ohio
$260K
KA
755
Klingman & Associates
New York
$260K
Members Trust
756
Members Trust
Florida
$259K
ECG
757
Edge Capital Group
Georgia
$258K
BAM
758
Berkshire Asset Management
Pennsylvania
$257K
VA
759
Valmark Advisers
Ohio
$257K +$40.5K +137 +18%
HPFG
760
Hart & Patterson Financial Group
Massachusetts
$257K -$18.3K -62 -6%
RTL
761
Red Tortoise LLC
Georgia
$257K
RFN
762
RDA Financial Network
Iowa
$256K -$8.88K -30 -3%
RSS
763
Rosenblum Silverman Sutton
California
$255K +$2.66K +9 +1%
ALC
764
Alexander Labrunerie & Co
Missouri
$253K
Bessemer Group
765
Bessemer Group
New Jersey
$251K +$71.6K +242 +38%
TA
766
TFB Advisors
Kansas
$250K +$2.96K +10 +1%
FNBOO
767
First National Bank of Omaha
Nebraska
$248K
GIP
768
Granite Investment Partners
California
$247K -$56.8K -192 -18%
MCM
769
Mattern Capital Management
Colorado
$247K
DFG
770
Dynamic Financial Group
Iowa
$246K +$253K +854 New
GFP
771
Gryphon Financial Partners
Ohio
$246K +$32.2K +109 +15%
S
772
Sunpointe
Missouri
$245K
CWM
773
ClientFirst Wealth Management
Arkansas
$242K +$249K +842 New
PWS
774
Proactive Wealth Strategies
Georgia
$242K +$887 +3 +0.4%
RAM
775
Roanoke Asset Management
New Jersey
$241K

IWO Hedge Fund Activity: Q4 2024 in Review

1,051 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q4 2024, worth a combined $9.34B — up 8.1% from $8.64B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new IWO positions and 51 closed out — a net gain of 109 holders — while 331 added to existing stakes and 270 trimmed.

The largest buyer was Churchill Management, adding an estimated $202M. The largest seller was International Assets Investment Management, cutting an estimated $76.3M.

  • 1,051 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q4 2024, up from 964 in Q3 2024.
  • Funds reported $9.34B of iShares Russell 2000 Growth ETF stock for Q4 2024, up 8.1% quarter-over-quarter.
  • 160 funds opened new iShares Russell 2000 Growth ETF positions in Q4 2024 and 51 closed out, a net change of +109 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q4 2024 was Churchill Management, an estimated $202M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q4 2024 was International Assets Investment Management, an estimated $76.3M sold.

Based on aggregated 13F filings for Q4 2024.