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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
HDIM
976
Hanson & Doremus Investment Management
Vermont
$16K
JFA
977
JNBA Financial Advisors
Minnesota
$15.6K
FFA
978
Founders Financial Alliance
North Carolina
$15.5K +$4.44K +15 +38%
JFGIW
979
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15.1K -$80.8K -273 -84%
WWM
980
Wolff Wiese Magana
California
$15K
NC
981
NewSquare Capital
Pennsylvania
$14.4K
RA
982
Rise Advisors
New York
$14.1K
WTFG
983
Wood Tarver Financial Group
Idaho
$14K +$15.1K +51 New
IF
984
Integrity Financial
Wyoming
$13.8K
SL
985
Salomon & Ludwin
Virginia
$13.8K
CMA
986
Cedar Mountain Advisors
Oregon
$13.8K +$14.2K +48 New
PSFG
987
Park Square Financial Group
Georgia
$13.2K +$13.6K +46 New
OL
988
one8zero8 LLC
North Carolina
$13K +$13.3K +45 New
CSWM
989
Cassady Schiller Wealth Management
Ohio
$12.1K
AW
990
Avion Wealth
Texas
$12K -$9.76K -33 -44%
AF
991
Atala Financial
California
$11.8K +$12.1K +41 New
TSMHT
992
Thurston Springer Miller Herd & Titak
Indiana
$11.8K
MAS
993
MPWM Advisory Solutions
Georgia
$11.2K +$11.5K +39 New
POIA
994
Pin Oak Investment Advisors
Texas
$11K
BFP
995
Briaud Financial Planning
Texas
$11K +$11.8K +40 New
SWP
996
SIMA Wealth Partners
Virginia
$10.9K
GTAM
997
Global Trust Asset Management
Florida
$10.7K +$2.07K +7 +23%
LIS
998
Legacy Investment Solutions
Idaho
$10.7K -$1.48K -5 -12%
LWMI
999
Legacy Wealth Management (Idaho)
Idaho
$10.7K -$1.48K -5 -12%
SIC
1000
Salem Investment Counselors
North Carolina
$10.7K

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.