iShares Russell 2000 Growth ETF
925 hedge funds and large institutions have $9.17B invested in iShares Russell 2000 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 294 increasing their positions, 256 reducing their positions, and 48 closing their positions.
215% more first-time investments, than exits
New positions opened: 151 | Existing positions closed: 48
29% more funds holding in top 10
Funds holding in top 10: 24 → 31 (+7)
26% more capital invested
Capital invested by funds: $7.28B → $9.17B (+$1.89B)
15% more repeat investments, than reductions
Existing positions increased: 294 | Existing positions reduced: 256
11% more funds holding
Funds holding: 833 → 925 (+92)
5.46% more ownership
Funds ownership: 78.38% → 83.84% (+5.5%)
50% less call options, than puts
Call options by funds: $47.8M | Put options by funds: $95.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$821M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$36M |
| 3 |
JP Morgan Chase
New York
|
+$32.6M |
| 4 |
PLFA
Pacific Life Fund Advisors
Newport Beach,
California
|
+$30M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$25.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$127M |
| 2 |
Jane Street
New York
|
-$87.6M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
-$69.2M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$51.5M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$22.5M |
IWO Hedge Fund Activity: Q4 2023 in Review
925 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q4 2023, worth a combined $9.17B — up 26% from $7.28B a quarter earlier.
Buyers outnumbered sellers: 151 funds opened new IWO positions and 48 closed out — a net gain of 103 holders — while 294 added to existing stakes and 256 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $821M. The largest seller was Victory Capital Management, exiting entirely with an estimated $127M sold.
- 925 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q4 2023, up from 833 in Q3 2023.
- Funds reported $9.17B of iShares Russell 2000 Growth ETF stock for Q4 2023, up 26% quarter-over-quarter.
- 151 funds opened new iShares Russell 2000 Growth ETF positions in Q4 2023 and 48 closed out, a net change of +103 holders.
- The largest iShares Russell 2000 Growth ETF buyer in Q4 2023 was Morgan Stanley, an estimated $821M added.
- The largest iShares Russell 2000 Growth ETF seller in Q4 2023 was Victory Capital Management, an estimated $127M sold.
Based on aggregated 13F filings for Q4 2023.