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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
AWM
801
Austin Wealth Management
Texas
$218K +$219K +740 New
ISL
802
Ingalls & Snyder LLC
New York
$218K -$44.4K -150 -17%
TDWM
803
Topel & Distasi Wealth Management
California
$217K -$48.5K -164 -18%
RIL
804
Rothschild Investment LLC
Illinois
$216K
CFO
805
Callan Family Office
Pennsylvania
$215K +$221K +747 New
EWM
806
Evermay Wealth Management
Virginia
$215K
SI
807
Shaker Investments
Ohio
$213K +$887 +3 +0.4%
IBOK
808
Independence Bank of Kentucky
Kentucky
$212K
BIP
809
Blueprint Investment Partners
North Carolina
$212K +$217K +735 New
RWP
810
RWA Wealth Partners
Massachusetts
$211K +$217K +733 New
FIC
811
Family Investment Center
Missouri
$210K
PGA
812
Portland Global Advisors
Maine
$209K
WA
813
Wealth Architects
California
$209K
SWM
814
SeaCrest Wealth Management
New York
$207K -$11.2K -38 -5%
SA
815
Sovran Advisors
California
$207K +$214K +723 New
FLPIM
816
F.L. Putnam Investment Management
Massachusetts
$207K -$22.5K -76 -10%
CGL
817
Clarius Group LLC
Washington
$207K
MYIA
818
Mount Yale Investment Advisors
Colorado
$207K +$213K +720 New
CPG
819
Cornerstone Planning Group
New Jersey
$207K +$887 +3 +0.4%
SCM
820
SOL Capital Management
Maryland
$207K
Twin Tree Management
821
Twin Tree Management
Texas
$206K -$4.4M -14,881 -95%
RIM
822
Rockbridge Investment Management
New York
$206K
LBC
823
Leigh Baldwin & Co
New York
$205K +$211K +712 New
BP
824
Ballentine Partners
Massachusetts
$203K
DC
825
Davenport & Co
Virginia
$201K +$207K +700 New

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.