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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
Bessemer Group
776
Bessemer Group
New Jersey
$179K +$146K +533 +555%
OC
777
Oarsman Capital
Wisconsin
$179K +$173K +630 New
FUBT
778
First United Bank & Trust
Maryland
$170K -$5.48K -20 -3%
FFL
779
Financial Freedom LLC
Ohio
$169K +$274 +1 +0.2%
VWM
780
Venturi Wealth Management
Texas
$164K +$119K +434 +303%
FP
781
Financial Perspectives
Minnesota
$163K +$274 +1 +0.2%
GKIM
782
GW&K Investment Management
Massachusetts
$163K +$157K +574 New
MM
783
Main Management
California
$154K
Loomis, Sayles & Company
784
Loomis, Sayles & Company
Massachusetts
$154K +$149K +544 New
NECFA
785
New England Capital Financial Advisors
Connecticut
$154K +$548 +2 +0.4%
OIA
786
Optimum Investment Advisors
Illinois
$153K
EWP
787
Elevation Wealth Partners
California
$153K
OC
788
Oakworth Capital
Alabama
$151K +$38.1K +139 +35%
WP
789
WealthShield Partners
North Carolina
$151K
MCM
790
MidAtlantic Capital Management
Virginia
$147K
NRC
791
New Republic Capital
North Carolina
$146K -$133K -485 -49%
AWM
792
Atticus Wealth Management
Florida
$145K +$274 +1 +0.2%
PGAM
793
Princeton Global Asset Management
New Jersey
$145K +$136K +497 +4,142%
FMTCOCP
794
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$143K -$80K -292 -37%
CM
795
Castleark Management
Illinois
$142K
Kovitz Investment Group Partners
796
Kovitz Investment Group Partners
Illinois
$139K -$251K -916 -2%
PIP
797
Peachtree Investment Partners
Florida
$139K +$274 +1 +0.2%
S
798
SignatureFD
Georgia
$137K -$6.57K -24 -5%
FM
799
Family Management
New York
$134K
RF
800
Robinswood Financial
Washington
$133K +$274 +1 +0.2%

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.