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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
USB
826
Union Savings Bank
Connecticut
$82.1K -$3.83K -14 -5%
HWM
827
HighMark Wealth Management
Minnesota
$81.1K +$50.9K +186 +186%
FAM
828
Fred Alger Management
New York
$80.7K +$54K +197 +226%
ACA
829
Atlas Capital Advisors
Wyoming
$79K
HWA
830
HHM Wealth Advisors
Tennessee
$75.3K
HT
831
Headlands Technologies
Illinois
$75.3K +$72.6K +265 New
GEA
832
Glen Eagle Advisors
New Jersey
$72.1K
FAM
833
Family Asset Management
South Carolina
$71.6K
SS
834
Sunbelt Securities
Texas
$71.1K +$6.85K +25 +11%
TIM
835
Tortoise Investment Management
New York
$70.7K
BFA
836
BBJS Financial Advisors
Washington
$69.7K -$15.1K -55 -18%
RIA
837
Realta Investment Advisors
Delaware
$69.2K
RhumbLine Advisers
838
RhumbLine Advisers
Massachusetts
$68.2K +$21.4K +78 +48%
SFO
839
Standard Family Office
South Dakota
$66.7K
BMC
840
Bear Mountain Capital
Washington
$66.2K -$4.93K -18 -7%
AA
841
AlphaMark Advisors
Kentucky
$64K
TFGT
842
TS Financial Group (TSFG)
Illinois
$64K
CTC
843
Central Trust Company
Missouri
$62.2K
WPA
844
West Paces Advisors
Georgia
$61.3K -$38.3K -140 -39%
RCM
845
Richardson Capital Management
Wisconsin
$60.8K -$240K -877 -80%
AIC
846
Archer Investment Corporation
Indiana
$58.5K +$5.2K +19 +10%
GPI
847
General Partner Inc
Pennsylvania
$56.8K
HGERS
848
Householder Group Estate & Retirement Specialist
Arizona
$56K
GWANC
849
Guardian Wealth Advisors (North Carolina)
North Carolina
$55.5K +$274 +1 +0.5%
SC
850
SouthState Corp
Florida
$55.4K +$12.3K +45 +30%

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.