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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
HCP
901
Hexagon Capital Partners
Arkansas
$263 – – –
FHC
902
First Heartland Consultants
Missouri
$200 -$75.8K -292 -28%
SIS
903
Sound Income Strategies
Florida
$38 -$779 -3 Closed
VWM
904
Valley Wealth Managers
New Jersey
$10 – – –
PCP
905
Proficio Capital Partners
Massachusetts
– -$28.6M -105,851 Closed
CA
906
CSM Advisors
Pennsylvania
– -$28.2M -104,000 Closed
NRA
907
NSI Retail Advisors
Pennsylvania
– -$28.2M -104,000 Closed
WAM
908
Weiss Asset Management
Massachusetts
– -$21.3M -78,653 Closed
CAM
909
Crestone Asset Management
Colorado
– -$18.2M -67,326 Closed
DPIM
910
Duff & Phelps Investment Management
Illinois
– -$12.7M -46,870 Closed
SCM
911
Sandler Capital Management
New York
– -$4.74M -17,500 Closed
UBS AM
912
UBS AM
Illinois
– -$3.09M -11,400 Closed
MPPLM
913
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$2.66M -9,819 Closed
LNC
914
Lincoln National Corp
Pennsylvania
– -$1.99M -7,350 Closed
MAM
915
Meeder Asset Management
Ohio
– -$1.71M -6,316 Closed
MWM
916
Meridian Wealth Management
Kentucky
– -$1.65M -6,104 Closed
P8IP
917
Pier 88 Investment Partners
California
– -$1.57M -5,800 Closed
WIM
918
Waycross Investment Management
Washington
– -$984K -3,632 Closed
CB
919
Cadence Bank
Mississippi
– -$934K -3,449 Closed
PCM
920
Prelude Capital Management
New York
– -$867K -3,200 Closed
GIS
921
Grayhawk Investment Strategies
Alberta, Canada
– -$716K -2,644 Closed
PPP
922
Private Portfolio Partners
New Jersey
– -$638K -2,356 Closed
TSS
923
Two Sigma Securities
New York
– -$633K -2,338 Closed
QCM
924
Quantinno Capital Management
New York
– -$531K -1,962 Closed
LMKC
925
L.M. Kohn & Company
Ohio
– -$457K -1,689 Closed
35 36
37
38 39

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.