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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
SPIA
101
Steward Partners Investment Advisory
New York
$10.2M +$235K +859 +2%
EFG
102
Erickson Financial Group
Pennsylvania
$10M -$283K -1,032 -3%
QC
103
Quent Capital
New York
$9.98M -$2.19K -8 -0%
FWM
104
FSA Wealth Management
Massachusetts
$9.96M +$9.61M +35,087 New
Franklin Resources
105
Franklin Resources
California
$9.32M -$21.9K -80 -0.2%
AssetMark Inc
106
AssetMark Inc
California
$9.31M -$492K -1,796 -5%
NA
107
NewEdge Advisors
Louisiana
$8.95M -$286K -1,044 -3%
HSBC Holdings
108
HSBC Holdings
United Kingdom
$8.79M -$5.74M -20,970 -40%
FGA
109
Fortis Group Advisors
New Jersey
$8.74M -$2.24M -8,176 -21%
OCM
110
One Capital Management
California
$8.71M -$285K -1,041 -3%
FTUS
111
Flow Traders U.S.
New York
$8.63M +$6.93M +25,292 +498%
GCM
112
Geneva Capital Management
Wisconsin
$8.62M -$6.37M -23,263 -43%
CG
113
Corundum Group
Colorado
$8.43M -$218K -797 -3%
NC
114
NBW Capital
Massachusetts
$8.37M -$45.5K -166 -0.6%
CCMG
115
Clark Capital Management Group
Pennsylvania
$8.19M +$286K +1,044 +4%
BSG
116
Black Swift Group
Colorado
$8.16M +$491K +1,792 +7%
JIC
117
Johnson Investment Counsel
Ohio
$8.11M -$883K -3,222 -10%
AWE
118
Avidian Wealth Enterprises
Texas
$8.08M -$547K -1,996 -7%
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$7.92M +$609K +2,225 +9%
MWM
120
Modera Wealth Management
New Jersey
$7.82M -$176K -644 -2%
CIBC Private Wealth Group
121
CIBC Private Wealth Group
Georgia
$7.79M +$75.6K +276 +1%
CWC
122
Carolinas Wealth Consulting
North Carolina
$7.58M -$132K -482 -2%
EWA
123
EP Wealth Advisors
California
$7.46M +$692K +2,526 +11%
LFWA
124
LBJ Family Wealth Advisors
Texas
$7.43M -$27.4K -100 -0.4%
HF
125
HRT Financial
New York
$7.37M +$1.1M +3,998 +18%

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.