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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
PBK
876
Peoples Bank (Kansas)
Kansas
$34.9K
FGC
877
Financial Gravity Companies
Texas
$34.4K +$33.1K +121 New
TC
878
Trust Company
Kansas
$33.8K
JIP
879
Jaffetilchin Investment Partners
Florida
$33.4K +$32.3K +118 New
GWSG
880
GPS Wealth Strategies Group
Colorado
$32.7K -$548 -2 -2%
BWL
881
Bogart Wealth LLC
Virginia
$32.7K
FFA
882
Frazier Financial Advisors
Ohio
$31.2K
EWM
883
EPG Wealth Management
Georgia
$31.1K +$30.1K +110 New
PB
884
Pinnacle Bancorp
Nebraska
$31K -$274 -1 -0.9%
CJ
885
Caitlin John
Michigan
$29.9K
KA
886
Kozak & Associates
Colorado
$29.6K
RA
887
Ransom Advisory
Rhode Island
$28.4K
PA
888
PSI Advisors
Florida
$28.4K +$27.4K +100 New
GI
889
GAMMA Investing
California
$27K
ME
890
McIlrath & Eck
Washington
$27K
VCM
891
Versant Capital Management
Arizona
$26K +$274 +1 +1%
GWS
892
Glassman Wealth Services
Virginia
$25.8K
Qube Research & Technologies (QRT)
893
Qube Research & Technologies (QRT)
United Kingdom
$25.8K +$24.9K +91 New
PK
894
Pflug Koory
Nebraska
$25.6K +$24.7K +90 New
CT
895
Clearstead Trust
Maine
$25K
CFD
896
Creative Financial Designs
Indiana
$23.7K +$548 +2 +2%
BFPW
897
BOK Financial Private Wealth
Colorado
$23.3K -$3.01K -11 -12%
PP
898
PFS Partners
New Jersey
$23K -$3.29K -12 -13%
CHC
899
City Holding Co
West Virginia
$22.7K
MFS
900
Mattson Financial Services
Michigan
$22.1K

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.