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iShares Russell 2000 Growth ETF

1,051 hedge funds and large institutions have $9.34B invested in iShares Russell 2000 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 331 increasing their positions, 270 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 51

183% more call options, than puts

Call options by funds: $49.3M | Put options by funds: $17.4M

27% more funds holding in top 10

Funds holding in top 10: 2633 (+7)

23% more repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 270

9% more funds holding

Funds holding: 9641,051 (+87)

8% more capital invested

Capital invested by funds: $8.64B → $9.34B (+$697M)

1.73% more ownership

Funds ownership: 72.42%74.15% (+1.7%)

Holders
1,051
Holders Change
+87
Holders Change %
+9.02%
% of All Funds
13.84%
Holding in Top 10
33
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+26.92%
% of All Funds
0.43%
New
160
Increased
331
Reduced
270
Closed
51
Calls
$49.3M
Puts
$17.4M
Net Calls
+$31.9M
Net Calls Change
+$31.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
951
Glassman Wealth Services
Virginia
$26.2K
PK
952
Pflug Koory
Nebraska
$25.9K
CA
953
CoreCap Advisors
Michigan
$25.8K +$6.8K +23 +34%
CT
954
Clearstead Trust
Maine
$25.3K
MFS
955
Mattson Financial Services
Michigan
$23.9K
PP
956
PFS Partners
New Jersey
$23.3K
SIS
957
Sound Income Strategies
Florida
$23.1K +$23.7K +80 New
CHC
958
City Holding Co
West Virginia
$23K
AT
959
Arlington Trust
Alabama
$22.2K +$22.8K +77 New
T
960
Transce3nd
Texas
$21.9K +$22.5K +76 New
AP
961
Atwood & Palmer
Missouri
$21.6K
PCMC
962
Private Capital Management (Colorado)
Colorado
$21.3K
RFS
963
Richardson Financial Services
Massachusetts
$20.7K -$21.3K -72 -50%
TPW
964
Talon Private Wealth
Florida
$20.7K -$1.18K -4 -5%
LDB
965
Lee, Danner & Bass
Tennessee
$20.1K +$20.7K +70 New
MA
966
Modus Advisors
Minnesota
$20.1K +$20.7K +70 New
AWM
967
Abound Wealth Management
Tennessee
$19.6K
CFD
968
Creative Financial Designs
Indiana
$19.4K -$4.73K -16 -19%
BWM
969
Bernard Wealth Management
Michigan
$18.7K +$19.2K +65 New
APW
970
Aventura Private Wealth
Florida
$18.7K +$19.2K +65 New
AGWCA
971
Annis Gardner Whiting Capital Advisors
Florida
$18.4K
KA
972
Kozak & Associates
Colorado
$17.7K -$12.1K -41 -41%
AEPWM
973
Atlantic Edge Private Wealth Management
Florida
$16.7K
MA
974
MCF Advisors
Kentucky
$16.7K
Q1WB
975
Quest 10 Wealth Builders
Virginia
$16.2K +$16.6K +56 New

IWO Hedge Fund Activity: Q4 2024 in Review

1,051 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q4 2024, worth a combined $9.34B — up 8.1% from $8.64B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new IWO positions and 51 closed out — a net gain of 109 holders — while 331 added to existing stakes and 270 trimmed.

The largest buyer was Churchill Management, adding an estimated $202M. The largest seller was International Assets Investment Management, cutting an estimated $76.3M.

  • 1,051 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q4 2024, up from 964 in Q3 2024.
  • Funds reported $9.34B of iShares Russell 2000 Growth ETF stock for Q4 2024, up 8.1% quarter-over-quarter.
  • 160 funds opened new iShares Russell 2000 Growth ETF positions in Q4 2024 and 51 closed out, a net change of +109 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q4 2024 was Churchill Management, an estimated $202M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q4 2024 was International Assets Investment Management, an estimated $76.3M sold.

Based on aggregated 13F filings for Q4 2024.