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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
TSMHT
926
Thurston Springer Miller Herd & Titak
Indiana
$11.6K
FFA
927
Founders Financial Alliance
North Carolina
$11.1K +$4.38K +16 +70%
POIA
928
Pin Oak Investment Advisors
Texas
$11K
CWP
929
Concord Wealth Partners
Virginia
$10.9K +$7.12K +26 +217%
SWP
930
SIMA Wealth Partners
Virginia
$10.8K
SIC
931
Salem Investment Counselors
North Carolina
$10.5K
LI
932
LRI Investments
Florida
$10.2K -$4.38K -16 -32%
MIA
933
MeadowBrook Investment Advisors
Michigan
$9.94K
CSC
934
Caldwell Sutter Capital
California
$9.37K
IRC
935
Investors Research Corp
Georgia
$9.37K
AIM
936
Anchor Investment Management
South Carolina
$9.09K +$8.77K +32 New
GTAM
937
Global Trust Asset Management
Florida
$8.58K -$2.74K -10 -25%
MTIC
938
Missouri Trust & Investment Company
Missouri
$8.52K
GJWM
939
Gilliland Jeter Wealth Management
Arkansas
$7.95K
HBW
940
Hazlett, Burt & Watson
West Virginia
$7K
BCM
941
Blume Capital Management
California
$6.82K +$6.57K +24 New
BFO
942
Biltmore Family Office
North Carolina
$5.68K
CTWM
943
Cherry Tree Wealth Management
Minnesota
$5.68K
MWM
944
Mascoma Wealth Management
New Hampshire
$4.54K
GFPC
945
Global Financial Private Client
Florida
$4.26K
KIG
946
Kessler Investment Group
Indiana
$3.98K
BC
947
Broadwater Capital
Massachusetts
$3.12K
LFA
948
Legend Financial Advisors
Pennsylvania
$3.12K
GPFA
949
Game Plan Financial Advisors
Ohio
$2.84K
MCA
950
Maryland Capital Advisors
Maryland
$2.56K

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.