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iShares Russell 2000 Growth ETF
IWO

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: 26 → 33 (+7)

23% more repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 270

9% more funds holding

Funds holding: 964 → 1,051 (+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

Top Buyers

Rank Fund Capital Flow
1
CM
Churchill Management
California
+$202M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$113M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$81.9M
4
Bank of America
Bank of America
North Carolina
+$39.5M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$34.3M

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$76.3M
2
US Bancorp
US Bancorp
Minnesota
-$59.7M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$52.2M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$45.6M
5
Barclays
Barclays
United Kingdom
-$38.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
776
Heartwood Wealth Advisors
Virginia
$239K – – –
OWA
777
One Wealth Advisors
California
$236K +$243K +821 New
PCM
778
Presidio Capital Management
California
$236K -$13.3K -45 -5%
ST
779
Smithfield Trust
Pennsylvania
$235K – – –
LI
780
LMCG Investments
Massachusetts
$234K -$1.18K -4 -0.5%
CFP
781
Cascade Financial Partners
California
$234K +$3.55K +12 +1%
AFG
782
Atomi Financial Group
New York
$232K +$238K +805 New
HW
783
Hancock Whitney
Mississippi
$230K +$237K +800 New
Renaissance Technologies
784
Renaissance Technologies
New York
$230K +$237K +800 New
EIP
785
Ellis Investment Partners
Pennsylvania
$230K +$296 +1 +0.1%
KCM
786
Kanawha Capital Management
Virginia
$229K -$13.3K -45 -5%
CSP
787
Cary Street Partners
Virginia
$228K +$234K +791 New
AA
788
Addison Advisors
Vermont
$227K – – –
ACP
789
Aviance Capital Partners
Florida
$227K +$234K +790 New
HA
790
HFG Advisors
Ohio
$226K – – –
ATC
791
Argent Trust Co
Tennessee
$225K -$44.4K -150 -16%
AWM
792
Angeles Wealth Management
California
$225K – – –
TCOTS
793
Trust Company of the South
North Carolina
$223K – – –
CIA
794
Compass Ion Advisors
Pennsylvania
$222K +$296 +1 +0.1%
SF
795
Safeguard Financial
Wisconsin
$222K +$5.92K +20 +3%
ML
796
Mayport LLC
Massachusetts
$221K – – –
CFS
797
CRA Financial Services
New Jersey
$220K – – –
IDA
798
Intelligence Driven Advisers
California
$219K +$887 +3 +0.4%
SFA
799
Salus Financial Advisors
Colorado
$218K +$225K +759 New
IA
800
IFP Advisors
Florida
$218K +$15.7K +53 +8%
30 31
32
33 34

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.