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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
JFG
1076
Jefferies Financial Group
New York
-$227K -800 Closed
CSPIA
1077
Cary Street Partners Investment Advisory
Virginia
-$225K -794 Closed
CHJWM
1078
Carlton Hofferkamp & Jenks Wealth Management
Texas
-$218K -764 Closed
SIAG
1079
Safeguard Investment Advisory Group
California
-$215K -755 Closed
BB
1080
Berkshire Bank
Massachusetts
-$213K -750 Closed
FFA
1081
Fragasso Financial Advisors
Pennsylvania
-$206K -725 Closed
FHA
1082
Flagship Harbor Advisors
Massachusetts
-$205K -723 Closed
MPI
1083
Mairs & Power Inc
Minnesota
-$204K -717 Closed
NRC
1084
New Republic Capital
North Carolina
-$146K -515 Closed
RF
1085
Robinswood Financial
Washington
-$133K -467 Closed
DI
1086
DAGCO Inc
Ohio
-$99.7K -351 Closed
NFA
1087
Northwest Financial Advisors
Virginia
-$86.3K -304 Closed
HT
1088
Headlands Technologies
Illinois
-$75.3K -265 Closed
HGERS
1089
Householder Group Estate & Retirement Specialist
Arizona
-$56K -199 Closed
APC
1090
Aspire Private Capital
North Carolina
-$49.4K -174 Closed
PAI
1091
Pittenger & Anderson Inc
Nebraska
-$44K -155 Closed
VAMG
1092
Voisard Asset Management Group
Michigan
-$42.6K -150 Closed
JIP
1093
Jaffetilchin Investment Partners
Florida
-$33.4K -118 Closed
CPA
1094
Clear Point Advisors
New York
-$21.8K -76 Closed
RTC
1095
Riverview Trust Company
Washington
-$19.9K -70 Closed
CFG
1096
Copley Financial Group
California
-$13.6K -48 Closed
EK
1097
Evensky & Katz
Florida
-$12K -41 Closed
GJWM
1098
Gilliland Jeter Wealth Management
Arkansas
-$7.95K -28 Closed
BCM
1099
Blume Capital Management
California
-$6.82K -24 Closed
GA
1100
GoalVest Advisory
New York
-$1.14K -4 Closed

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.