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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
SC
126
Savant Capital
Illinois
$7.34M +$389K +1,422 +6%
SAM
127
Sequent Asset Management
Texas
$7.28M
OFS
128
Oldfather Financial Services
Nebraska
$7.27M -$45.5K -166 -0.6%
SA
129
Sanctuary Advisors
Indiana
$7.17M +$868K +3,170 +16%
Macquarie Group
130
Macquarie Group
Australia
$7.08M -$1.71M -6,258 -20%
MBTD
131
Mechanics Bank - Trust Department
California
$6.9M -$6.85K -25 -0.1%
WT
132
Whittier Trust
California
$6.84M -$231K -844 -3%
BF
133
BOK Financial
Oklahoma
$6.77M +$3.29K +12 +0%
3F
134
360 Financial
Minnesota
$6.66M +$77.8K +284 +1%
GT
135
Glenmede Trust
Pennsylvania
$6.66M +$241K +880 +4%
TW
136
TritonPoint Wealth
Maryland
$6.6M +$89.3K +326 +1%
TH
137
Team Hewins
California
$6.56M -$196K -717 -3%
FT
138
Fiduciary Trust
Massachusetts
$6.39M -$274 -1 -0%
Citadel Advisors
139
Citadel Advisors
Florida
$6.37M -$12.6M -45,897 -67%
KPWS
140
Kestra Private Wealth Services
Texas
$6.16M +$190K +692 +3%
Cambridge Investment Research Advisors
141
Cambridge Investment Research Advisors
Iowa
$6.14M +$48.5K +177 +0.8%
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$6.08M -$313K -1,141 -5%
Two Sigma Investments
143
Two Sigma Investments
New York
$5.99M +$5.78M +21,100 New
OAM
144
Occidental Asset Management
California
$5.93M -$38.6K -141 -0.7%
NIP
145
Nicholas Investment Partners
California
$5.9M +$5.69M +20,774 New
HWM
146
HB Wealth Management
Georgia
$5.81M +$516K +1,884 +10%
XF
147
XML Financial
Maryland
$5.76M +$333K +1,216 +6%
NFW
148
Noble Family Wealth
Florida
$5.75M
ITB
149
Idaho Trust Bank
Idaho
$5.7M +$1.03M +3,752 +23%
SGAM
150
Stephens Group Asset Management
Arkansas
$5.65M -$277K -1,013 -5%

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.