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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
SW
976
Simplicity Wealth
New Jersey
-$1.27M -4,842 Closed
QT
977
Quantbot Technologies
New York
-$1.09M -4,164 Closed
Renaissance Technologies
978
Renaissance Technologies
New York
-$945K -3,600 Closed
WA
979
Wealth Alliance
New York
-$491K -1,871 Closed
BW
980
Bison Wealth
Georgia
-$467K -1,726 Closed
KF
981
KKM Financial
Illinois
-$350K -1,388 Closed
SA
982
Shilanski & Associates
Alaska
-$295K -1,125 Closed
APW
983
Austin Private Wealth
Texas
-$265K -1,010 Closed
CG
984
Caprock Group
Idaho
-$217K -827 Closed
MLICM
985
Metropolitan Life Insurance Company (MetLife)
New York
-$217K -825 Closed
PCH
986
PGIM Custom Harvest
New Jersey
-$208K -792 Closed
HCM
987
Hodges Capital Management
Texas
-$201K -767 Closed
Simplex Trading
988
Simplex Trading
Illinois
-$197K -753 Closed
GI
989
Gradient Investments
Minnesota
-$151K -577 Closed
MWM
990
MGB Wealth Management
Texas
-$146K -528 Closed
HFM
991
Harvest Fund Management
China
-$103K -391 Closed
CTB
992
Country Trust Bank
Illinois
-$72.7K -277 Closed
WIA
993
Wetzel Investment Advisors
Indiana
-$32.8K -121 Closed
AAG
994
Armstrong Advisory Group
Massachusetts
-$26.8K -102 Closed
FC
995
Fairscale Capital
New Hampshire
-$21.7K -75 Closed
TWP
996
Triad Wealth Partners
Kansas
-$17.2K -65 Closed
LIA
997
Lynx Investment Advisory
District of Columbia
-$9.98K -38 Closed
CCC
998
Chelsea Counsel Company
California
-$5.25K -20 Closed
JFG
999
JDM Financial Group
Texas
-$4.52K -17 Closed
TFA
1000
Toth Financial Advisory
Virginia
-$1.31K -5 Closed

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.