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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
1IA
201
1834 Investment Advisors
Wisconsin
$3.31M
SLT
202
St Louis Trust
Missouri
$3.26M
Kayne Anderson Rudnick Investment Management
203
Kayne Anderson Rudnick Investment Management
California
$3.25M +$1.12M +4,086 +56%
FCFC
204
First Commonwealth Financial Corp
Pennsylvania
$3.21M -$12.1K -44 -0.4%
CIAS
205
CFS Investment Advisory Services
New Jersey
$3.19M -$3.09M -11,267 -50%
Capital Fund Management (CFM)
206
Capital Fund Management (CFM)
France
$3.09M -$274K -1,000 -8%
BPA
207
Beacon Pointe Advisors
California
$3.09M -$226K -825 -7%
MLL
208
Moody Lynn & Lieberson
Massachusetts
$3.07M
Wealthfront Advisers
209
Wealthfront Advisers
California
$3.05M +$424K +1,548 +17%
GFWA
210
Grey Fox Wealth Advisors
Delaware
$3.05M -$92.9K -339 -3%
PAS
211
Park Avenue Securities
New York
$3.05M +$393K +1,436 +15%
PFS
212
Prospera Financial Services
Texas
$3.02M +$505K +1,843 +21%
ASN
213
Advisory Services Network
Georgia
$3.01M
EA
214
Echo45 Advisors
California
$2.98M +$113K +414 +4%
AB
215
Atlas Brown
Kentucky
$2.97M -$41.9K -153 -1%
BJL
216
Brighton Jones LLC
Washington
$2.92M +$35.3K +129 +1%
AF
217
Advisornet Financial
Minnesota
$2.9M -$78.3K -286 -3%
TF
218
Tompkins Financial
New York
$2.9M
SCP
219
Stevens Capital Partners
Nebraska
$2.88M -$8.49K -31 -0.3%
Principal Financial Group
220
Principal Financial Group
Iowa
$2.81M -$1.81M -6,620 -40%
CIS
221
Custom Index Systems
New York
$2.79M -$11K -40 -0.4%
FTS
222
Fifth Third Securities
Ohio
$2.78M +$92K +336 +4%
VW
223
Vance Wealth
California
$2.78M +$43K +157 +2%
CIC
224
Carnegie Investment Counsel
Ohio
$2.61M +$243K +886 +11%
KHCM
225
Kettle Hill Capital Management
New York
$2.56M +$2.47M +9,026 New

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.