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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
FT
151
Fiduciary Trust
Massachusetts
$6.47M -$3.55K -12 -0.1%
NIP
152
Nicholas Investment Partners
California
$6.42M +$449K +1,517 +7%
KPWS
153
Kestra Private Wealth Services
Texas
$6.38M +$146K +492 +2%
LA
154
LWM Advisors
California
$6.35M +$6.53M +22,071 New
PWA
155
Primoris Wealth Advisors
Florida
$6.27M +$4.78M +16,169 +288%
IC
156
IEQ Capital
California
$6.14M +$4.61M +15,571 +270%
FIA
157
Foundations Investment Advisors
Arizona
$6.03M +$5.78M +19,537 +1,377%
Janney Montgomery Scott
158
Janney Montgomery Scott
Pennsylvania
$6M -$166K -560 -3%
SF
159
Summit Financial
New Jersey
$5.89M +$295K +996 +5%
OAM
160
Occidental Asset Management
California
$5.84M -$168K -568 -3%
NFW
161
Noble Family Wealth
Florida
$5.84M
RWA
162
Redhawk Wealth Advisors
Minnesota
$5.79M +$5.95M +20,126 New
SGAM
163
Stephens Group Asset Management
Arkansas
$5.72M -$296 -1 -0%
MAM
164
MMA Asset Management
Pennsylvania
$5.68M -$10.8M -36,644 -65%
BCIM
165
Bishop & Co Investment Management
Pennsylvania
$5.68M -$12.4K -42 -0.2%
HIA
166
Harbor Investment Advisory
Maryland
$5.55M -$61.2K -207 -1%
I
167
InvesTrust
Oklahoma
$5.36M +$5.5M +18,606 New
AP
168
Advisors Preferred
Maryland
$5.35M +$5.48M +18,531 New
B
169
Bailard
California
$5.3M
FAM
170
Fred Alger Management
New York
$5.3M +$5.36M +18,126 +6,382%
CCM
171
Coldstream Capital Management
Washington
$5.22M +$200K +677 +4%
RA
172
Rodgers & Associates
Pennsylvania
$5.16M -$22.5K -76 -0.4%
FMII
173
Farmers & Merchants Investments Inc
Nebraska
$5.03M
APP
174
Avantax Planning Partners
Iowa
$4.93M +$551K +1,862 +12%
CCM
175
Corsair Capital Management
New York
$4.88M +$582K +1,968 +13%

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.