We are live on ! Find out more
IWO icon

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
PA
176
Pinnacle Associates
New York
$4.86M +$50K +169 +1%
Natixis Advisors
177
Natixis Advisors
Massachusetts
$4.79M -$887 -3 -0%
FWMM
178
Foundation Wealth Management (Missouri)
Missouri
$4.79M -$243K -820 -5%
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$4.74M +$26.6K +90 +0.5%
QCG
180
Quadrant Capital Group
Ohio
$4.7M
CFB
181
Cullen/Frost Bankers
Texas
$4.67M -$20.7K -70 -0.4%
OC
182
Oppenheimer & Co
New York
$4.58M +$151K +511 +3%
ITB
183
Idaho Trust Bank
Idaho
$4.51M -$1.31M -4,427 -22%
Thrivent Financial for Lutherans
184
Thrivent Financial for Lutherans
Minnesota
$4.5M +$2.14M +7,222 +87%
CGA
185
Crescent Grove Advisors
Illinois
$4.41M -$284K -961 -6%
LFG
186
Larson Financial Group
Missouri
$4.41M -$50.9K -172 -1%
LTL
187
Lowery Thomas LLC
California
$4.38M -$26.3K -89 -0.6%
TRCT
188
Tower Research Capital (TRC)
New York
$4.36M +$4.49M +15,162 New
AWS
189
Atria Wealth Solutions
New York
$4.34M +$857K +2,897 +24%
EH
190
Equitable Holdings
New York
$4.29M +$159K +539 +4%
COFSG
191
Carbahal Olsen Financial Services Group
California
$4.24M +$4.36M +14,744 New
WF
192
Welch & Forbes
Massachusetts
$4.2M -$117K -395 -3%
Kayne Anderson Rudnick Investment Management
193
Kayne Anderson Rudnick Investment Management
California
$4.2M +$934K +3,156 +28%
DIP
194
DT Investment Partners
Pennsylvania
$4.17M -$615K -2,080 -13%
FF
195
Finley Financial
Nevada
$4.12M +$4.17M +14,095 New
RHJA
196
Rice Hall James & Associates
California
$4.08M +$3.5M +11,847 +512%
PAS
197
Park Avenue Securities
New York
$4.03M +$964K +3,259 +30%
SYBT
198
Stock Yards Bank & Trust
Kentucky
$3.97M -$24.6K -83 -0.6%
AI
199
Atria Investments
North Carolina
$3.95M +$3.23M +10,908 +386%
MCCA
200
Mill Creek Capital Advisors
Pennsylvania
$3.95M

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.