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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
WB
801
Webster Bank
Connecticut
$130K
IWA
802
Icon Wealth Advisors
Texas
$130K
RP
803
Rice Partnership
Hawaii
$130K
Lazard Asset Management
804
Lazard Asset Management
New York
$127K
CAS
805
Coppell Advisory Solutions
Texas
$125K -$93.7K -342 -44%
GBT
806
Grove Bank & Trust
Florida
$121K
AA
807
Ancora Advisors
Ohio
$121K
AIA
808
Arcadia Investment Advisors
Idaho
$119K
CHA
809
Carmichael Hill & Associates
Maryland
$117K +$42.2K +154 +60%
ADL
810
Asset Dedication LLC
California
$110K
Deutsche Bank
811
Deutsche Bank
Germany
$110K
UCB
812
United Community Bank
South Carolina
$110K -$10.1K -37 -9%
NSIM
813
North Star Investment Management
Illinois
$109K -$11K -40 -9%
MCM
814
Manchester Capital Management
Vermont
$107K
CB
815
Centennial Bank
Arkansas
$105K +$2.19K +8 +2%
T
816
Tidemark
California
$105K +$274 +1 +0.3%
CB
817
CNB Bank
Pennsylvania
$104K -$33.4K -122 -25%
SWM
818
Sugarloaf Wealth Management
Georgia
$104K
AIM
819
Arcadia Investment Management
Michigan
$102K
DI
820
DAGCO Inc
Ohio
$99.7K +$14K +51 +17%
CA
821
Continuum Advisory
Idaho
$93.2K -$274 -1 -0.3%
JFGIW
822
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$92K +$71.2K +260 +406%
MLA
823
MB, Levis & Associates
Pennsylvania
$91.6K +$274 +1 +0.3%
NFA
824
Northwest Financial Advisors
Virginia
$86.3K +$83.3K +304 New
CSB
825
City State Bank
Iowa
$85.2K

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.