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iShares Russell 2000 Growth ETF
IWO

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: 23 → 26 (+3)

7% more funds holding

Funds holding: 900 → 964 (+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

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$70.5M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$54.7M
3
JP Morgan Chase
JP Morgan Chase
New York
+$42.4M
4
Bank of America
Bank of America
North Carolina
+$34M
5
LPL Financial
LPL Financial
California
+$27.2M

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$212M
2
Charles Schwab
Charles Schwab
California
-$125M
3
Wells Fargo
Wells Fargo
California
-$51.1M
4
Goldman Sachs
Goldman Sachs
New York
-$36.9M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$31.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFG
951
REAP Financial Group
Texas
$2.56K – – –
SAM
952
Smartleaf Asset Management
Massachusetts
$2.27K +$2.19K +8 New
AWM
953
Activest Wealth Management
Florida
$1.45K – – –
CIAS
954
Capital Investment Advisory Services
North Carolina
$1.42K – – –
GA
955
GoalVest Advisory
New York
$1.14K – – –
OA
956
Operose Advisors
Wisconsin
$1.14K – – –
PS
957
Planned Solutions
California
$1.14K +$1.1K +4 New
IAIM
958
International Assets Investment Management
Florida
$912 +$70.5M +257,387 +16,239%
PWMG
959
Prestige Wealth Management Group
New Jersey
$568 – – –
DWM
960
Darwin Wealth Management
Florida
$568 +$548 +2 New
S
961
Sachetta
Massachusetts
$285 +$274 +1 New
HCP
962
Hexagon Capital Partners
Arkansas
$284 – – –
CPA
963
Capital Performance Advisors
California
$284 +$274 +1 New
MBFW
964
Morton Brown Family Wealth
Pennsylvania
$284 +$274 +1 New
CMP
965
Coston McIsaac & Partners
Maine
$51 – – –
SIS
966
Sound Income Strategies
Florida
$41 – – –
Charles Schwab
967
Charles Schwab
California
– -$125M -476,774 Closed
JHU
968
Johns Hopkins University
Maryland
– -$27.1M -103,080 Closed
TRCT
969
Tower Research Capital (TRC)
New York
– -$9.26M -35,286 Closed
Squarepoint
970
Squarepoint
New York
– -$4.26M -16,211 Closed
SAS
971
SMI Advisory Services
Indiana
– -$3.99M -15,239 Closed
SFS
972
Sowell Financial Services
Arkansas
– -$3.08M -11,728 Closed
SW
973
SVB Wealth
Massachusetts
– -$2.94M -11,188 Closed
Balyasny Asset Management
974
Balyasny Asset Management
Illinois
– -$2.53M -9,636 Closed
FWM
975
FMA Wealth Management
Massachusetts
– -$2.16M -8,244 Closed
37 38
39
40 41

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.