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iShares Russell 2000 Growth ETF
IWO

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: 26 → 33 (+7)

23% more repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 270

9% more funds holding

Funds holding: 964 → 1,051 (+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

Top Buyers

Rank Fund Capital Flow
1
CM
Churchill Management
California
+$202M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$113M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$81.9M
4
Bank of America
Bank of America
North Carolina
+$39.5M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$34.3M

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$76.3M
2
US Bancorp
US Bancorp
Minnesota
-$59.7M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$52.2M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$45.6M
5
Barclays
Barclays
United Kingdom
-$38.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1026
Medallion Wealth Advisors
Connecticut
$3.74K +$3.85K +13 New
BIG
1027
Brooklyn Investment Group
New York
$3.45K +$3.55K +12 New
WAM
1028
WFA Asset Management
Wisconsin
$3.45K +$3.55K +12 New
WCAMG
1029
Woodard & Company Asset Management Group
North Carolina
$3.45K +$3.55K +12 New
BC
1030
Broadwater Capital
Massachusetts
$3.17K – – –
LFA
1031
Legend Financial Advisors
Pennsylvania
$3.17K – – –
MCA
1032
Maryland Capital Advisors
Maryland
$2.59K – – –
RFG
1033
REAP Financial Group
Texas
$2.59K – – –
CAWM
1034
Capital A Wealth Management
Pennsylvania
$2.59K +$2.66K +9 New
HHGA
1035
Halbert Hargrove Global Advisors
California
$2.32K +$2.37K +8 New
MSWA
1036
Marshall & Sterling Wealth Advisors
New York
$2.02K +$2.07K +7 New
CWP
1037
Concord Wealth Partners
Virginia
$1.73K -$9.47K -32 -84%
SRCM
1038
Signature Resources Capital Management
California
$1.73K +$1.77K +6 New
AWM
1039
Activest Wealth Management
Florida
$1.48K – – –
PMIM
1040
Prudent Man Investment Management
Colorado
$1.44K +$1.48K +5 New
CIAS
1041
Capital Investment Advisory Services
North Carolina
$1.44K – – –
KBFS
1042
Kohmann Bosshard Financial Services
Ohio
$1.44K +$1.48K +5 New
PWM
1043
Provident Wealth Management
Tennessee
$1.15K -$37K -125 -97%
OA
1044
Operose Advisors
Wisconsin
$1.15K – – –
MEG
1045
Millstone Evans Group
Colorado
$1.15K +$1.18K +4 New
NS
1046
NBC Securities
Alabama
$928 -$969K -3,274 -100%
DWM
1047
Darwin Wealth Management
Florida
$578 – – –
PWMG
1048
Prestige Wealth Management Group
New Jersey
$576 – – –
VHAM
1049
Van Hulzen Asset Management
California
$380 +$296 +1 New
HCP
1050
Hexagon Capital Partners
Arkansas
$288 – – –
40 41
42
43 44

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.