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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
Bank of America
1
Bank of America
North Carolina
$993M +$34M +124,195 +4%
Morgan Stanley
2
Morgan Stanley
New York
$726M +$14M +50,967 +2%
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$428M +$23.2M +84,637 +6%
B
4
Barings
North Carolina
$423M -$15.7M -57,200 -4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$318M +$13M +47,569 +4%
CCWM
6
Cassaday & Co Wealth Management
Virginia
$249M +$5.33M +19,467 +2%
Wells Fargo
7
Wells Fargo
California
$206M -$51.1M -186,696 -20%
Goldman Sachs
8
Goldman Sachs
New York
$186M -$36.9M -134,608 -17%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$186M +$276K +1,006 +0.2%
CK
10
Cohen Klingenstein
New York
$158M -$27.4K -100 -0%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$144M -$23.1M -84,292 -14%
JP Morgan Chase
12
JP Morgan Chase
New York
$141M +$42.4M +154,743 +45%
LPL Financial
13
LPL Financial
California
$139M +$27.2M +99,373 +26%
US Bancorp
14
US Bancorp
Minnesota
$136M -$4M -14,602 -3%
DADC
15
D.A. Davidson & Co
Montana
$134M +$2.04M +7,434 +2%
UBS Group
16
UBS Group
Switzerland
$131M +$750K +2,738 +0.6%
Northern Trust
17
Northern Trust
Illinois
$126M +$457K +1,669 +0.4%
AllianceBernstein
18
AllianceBernstein
Tennessee
$125M -$102K -372 -0.1%
M&T Bank
19
M&T Bank
New York
$122M -$1.1K -4 -0%
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$101M +$54.7M +199,699 +129%
RJA
21
Raymond James & Associates
Florida
$97.3M +$1.93M +7,048 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$96.3M +$1.63M +5,957 +2%
Financial Engines Advisors
23
Financial Engines Advisors
California
$82.8M -$5.66M -20,657 -7%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$80.5M -$3.62M -13,217 -4%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$78.5M +$1.08M +3,930 +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.