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iShares Russell 2000 Growth ETF
IWO

900 hedge funds and large institutions have $8.14B invested in iShares Russell 2000 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 258 increasing their positions, 309 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $22M | Put options by funds: $9.45M

1.04% more ownership

Funds ownership: 74.67% → 75.71% (+1%)

4% less funds holding

Funds holding: 933 → 900 (-33)

6% less capital invested

Capital invested by funds: $8.71B → $8.14B (-$565M)

17% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 309

18% less funds holding in top 10

Funds holding in top 10: 28 → 23 (-5)

27% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 74

Holders
900
Holders Change
-33
Holders Change %
-3.54%
% of All Funds
13%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.33%
New
54
Increased
258
Reduced
309
Closed
74
Calls
$22M
Puts
$9.45M
Net Calls
+$12.6M
Net Calls Change
-$22M

Top Buyers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
+$200M
2
Bank of America
Bank of America
North Carolina
+$44M
3
JHU
Johns Hopkins University
Maryland
+$26.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$22.7M
5
WF
WoodTrust Financial
Wisconsin
+$21.5M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$218M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$28.8M
3
PCP
Proficio Capital Partners
Massachusetts
-$28.6M
4
CA
CSM Advisors
Pennsylvania
-$28.2M
5
NRA
NSI Retail Advisors
Pennsylvania
-$28.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
HBW
876
Hazlett, Burt & Watson
West Virginia
$7K – – –
FFA
877
Founders Financial Alliance
North Carolina
$6.04K – – –
BFO
878
Biltmore Family Office
North Carolina
$5.25K – – –
CCC
879
Chelsea Counsel Company
California
$5.25K – – –
CTWM
880
Cherry Tree Wealth Management
Minnesota
$5.25K – – –
JFG
881
JDM Financial Group
Texas
$4.52K -$5.45K -21 -55%
MWM
882
Mascoma Wealth Management
New Hampshire
$4.2K – – –
GFPC
883
Global Financial Private Client
Florida
$3.94K – – –
KIG
884
Kessler Investment Group
Indiana
$3.67K – – –
PGAM
885
Princeton Global Asset Management
New Jersey
$3.15K +$3.12K +12 New
CWP
886
Concord Wealth Partners
Virginia
$3.11K -$29.6K -114 -90%
BC
887
Broadwater Capital
Massachusetts
$2.89K – – –
LFA
888
Legend Financial Advisors
Pennsylvania
$2.89K – – –
SFC
889
Strategic Financial Concepts
Texas
$2.74K +$200M +771,455 +28,721%
GPFA
890
Game Plan Financial Advisors
Ohio
$2.63K – – –
MCA
891
Maryland Capital Advisors
Maryland
$2.36K – – –
RFG
892
REAP Financial Group
Texas
$2.36K – – –
AWM
893
Activest Wealth Management
Florida
$1.34K – – –
CIAS
894
Capital Investment Advisory Services
North Carolina
$1.31K -$9.09K -35 -88%
TFA
895
Toth Financial Advisory
Virginia
$1.31K – – –
NCM
896
Northwest Capital Management
Oregon
$1.07K -$25.2K -97 -96%
GA
897
GoalVest Advisory
New York
$1.05K -$19.7K -76 -95%
OA
898
Operose Advisors
Wisconsin
$1.05K – – –
JWM
899
Janiczek Wealth Management
Colorado
$526 – – –
PWMG
900
Prestige Wealth Management Group
New Jersey
$526 – – –
34 35
36
37 38

IWO Hedge Fund Activity: Q2 2024 in Review

900 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q2 2024, worth a combined $8.14B — down 6.5% from $8.71B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of IWO and 54 opened new positions — a net loss of 20 holders — while 309 trimmed existing stakes and 258 added.

The largest buyer was Strategic Financial Concepts, adding an estimated $200M. The largest seller was Morgan Stanley, cutting an estimated $218M.

  • 900 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q2 2024, down from 933 in Q1 2024.
  • Funds reported $8.14B of iShares Russell 2000 Growth ETF stock for Q2 2024, down 6.5% quarter-over-quarter.
  • 54 funds opened new iShares Russell 2000 Growth ETF positions in Q2 2024 and 74 closed out, a net change of -20 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $200M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q2 2024 was Morgan Stanley, an estimated $218M sold.

Based on aggregated 13F filings for Q2 2024.