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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
SAS
101
SMI Advisory Services
Indiana
$11.6M +$12.1M +40,841 New
BlackRock
102
BlackRock
New York
$11.5M -$5.5M -18,599 -32%
Kovitz Investment Group Partners
103
Kovitz Investment Group Partners
Illinois
$11.4M +$391K +1,322 +3%
TCM
104
Thoma Capital Management
Maryland
$11.4M +$11.7M +39,688 New
William Blair & Company
105
William Blair & Company
Illinois
$11M -$204K -689 -2%
Westfield Capital Management
106
Westfield Capital Management
Massachusetts
$11M +$11.3M +38,165 New
TFA
107
Tobias Financial Advisors
Florida
$10.9M +$248K +840 +2%
HWA
108
Hillcrest Wealth Advisors
New Jersey
$10.9M -$106K -360 -0.9%
WTC
109
WhitTier Trust Company
Nevada
$10.9M +$268K +906 +2%
Macquarie Group
110
Macquarie Group
Australia
$10.8M +$3.77M +12,736 +51%
AssetMark Inc
111
AssetMark Inc
California
$10.4M +$997K +3,371 +10%
EFG
112
Erickson Financial Group
Pennsylvania
$10.1M -$1.48K -5 -0%
FWM
113
FSA Wealth Management
Massachusetts
$9.99M -$112K -379 -1%
William Blair Investment Management
114
William Blair Investment Management
Illinois
$9.65M -$2.75M -9,302 -22%
Franklin Resources
115
Franklin Resources
California
$9.45M +$155K +525 +2%
HSBC Holdings
116
HSBC Holdings
United Kingdom
$9.43M +$536K +1,813 +6%
NA
117
NewEdge Advisors
Louisiana
$9.38M +$321K +1,084 +3%
JIC
118
Johnson Investment Counsel
Ohio
$8.89M +$693K +2,344 +8%
FGA
119
Fortis Group Advisors
New Jersey
$8.66M -$206K -695 -2%
TCM
120
TimesSquare Capital Management
New York
$8.63M -$4.88M -16,500 -35%
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
$8.59M +$492K +1,663 +6%
CCMG
122
Clark Capital Management Group
Pennsylvania
$8.59M +$298K +1,007 +3%
NC
123
NBW Capital
Massachusetts
$8.29M -$199K -674 -2%
CG
124
Corundum Group
Colorado
$8.26M -$296K -1,001 -3%
BSG
125
Black Swift Group
Colorado
$8.26M -$9.76K -33 -0.1%

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.