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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
FMTCOCP
851
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$145K
CM
852
Castleark Management
Illinois
$144K
PGAM
853
Princeton Global Asset Management
New Jersey
$143K -$3.55K -12 -2%
EIM
854
Essex Investment Management
Massachusetts
$142K -$188K -634 -56%
PIP
855
Peachtree Investment Partners
Florida
$141K +$296 +1 +0.2%
S
856
SignatureFD
Georgia
$139K -$296 -1 -0.2%
FM
857
Family Management
New York
$136K
WB
858
Webster Bank
Connecticut
$132K
RP
859
Rice Partnership
Hawaii
$131K
IWA
860
Icon Wealth Advisors
Texas
$131K -$887 -3 -0.7%
WWA
861
Wingate Wealth Advisors
Massachusetts
$130K +$134K +453 New
Lazard Asset Management
862
Lazard Asset Management
New York
$129K
GBT
863
Grove Bank & Trust
Florida
$123K
AA
864
Ancora Advisors
Ohio
$123K
AIA
865
Arcadia Investment Advisors
Idaho
$121K
BOJHT
866
Bank of Jackson Hole Trust
Wyoming
$118K +$121K +410 New
TFGT
867
TS Financial Group (TSFG)
Illinois
$113K +$50.3K +170 +76%
ADL
868
Asset Dedication LLC
California
$112K
Deutsche Bank
869
Deutsche Bank
Germany
$112K
BFPW
870
BOK Financial Private Wealth
Colorado
$111K +$90.2K +305 +372%
UCB
871
United Community Bank
South Carolina
$111K
NSIM
872
North Star Investment Management
Illinois
$111K
MCM
873
Manchester Capital Management
Vermont
$109K
T
874
Tidemark
California
$106K +$296 +1 +0.3%
SWM
875
Sugarloaf Wealth Management
Georgia
$106K

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.