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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
BCIM
151
Bishop & Co Investment Management
Pennsylvania
$5.61M -$23K -84 -0.4%
HIA
152
Harbor Investment Advisory
Maryland
$5.53M -$9.59K -35 -0.2%
SF
153
Summit Financial
New Jersey
$5.53M +$107K +389 +2%
B
154
Bailard
California
$5.23M -$15.9K -58 -0.3%
CWM
155
Congress Wealth Management
Massachusetts
$5.22M -$4.11M -15,015 -45%
D.E. Shaw & Co
156
D.E. Shaw & Co
New York
$5.15M -$7.62M -27,812 -61%
RA
157
Rodgers & Associates
Pennsylvania
$5.12M -$115K -421 -2%
FMII
158
Farmers & Merchants Investments Inc
Nebraska
$4.96M +$54.8K +200 +1%
FWMM
159
Foundation Wealth Management (Missouri)
Missouri
$4.96M -$68.2K -249 -1%
CCM
160
Coldstream Capital Management
Washington
$4.96M -$93.7K -342 -2%
Susquehanna International Group
161
Susquehanna International Group
Pennsylvania
$4.91M +$2.09M +7,627 +79%
Natixis Advisors
162
Natixis Advisors
Massachusetts
$4.73M -$155K -565 -3%
DIP
163
DT Investment Partners
Pennsylvania
$4.7M -$2.19K -8 -0%
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$4.65M -$40K -146 -0.9%
GVAG
165
Great Valley Advisor Group
Delaware
$4.64M +$120K +439 +3%
QCG
166
Quadrant Capital Group
Ohio
$4.64M
CFB
167
Cullen/Frost Bankers
Texas
$4.63M -$11.8K -43 -0.3%
CGA
168
Crescent Grove Advisors
Illinois
$4.63M -$320K -1,168 -7%
Twin Tree Management
169
Twin Tree Management
Texas
$4.43M +$4.27M +15,597 New
LFG
170
Larson Financial Group
Missouri
$4.4M -$96.7K -353 -2%
OC
171
Oppenheimer & Co
New York
$4.37M -$4.29M -15,673 -50%
LTL
172
Lowery Thomas LLC
California
$4.35M -$139K -507 -3%
APP
173
Avantax Planning Partners
Iowa
$4.33M -$1.84M -6,713 -31%
WF
174
Welch & Forbes
Massachusetts
$4.26M -$31.2K -114 -0.8%
CCM
175
Corsair Capital Management
New York
$4.26M +$54.8K +200 +1%

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.