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iShares Core S&P US Growth ETF

694 hedge funds and large institutions have $14.9B invested in iShares Core S&P US Growth ETF in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 238 increasing their positions, 215 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $791K | Put options by funds: $422K

48% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 42

11% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 215

5% more capital invested

Capital invested by funds: $14.1B → $14.9B (+$729M)

1% more funds holding

Funds holding: 684694 (+10)

0.35% less ownership

Funds ownership: 75.14%74.79% (-0.35%)

4% less funds holding in top 10

Funds holding in top 10: 4745 (-2)

Holders
694
Holders Change
+10
Holders Change %
+1.46%
% of All Funds
9.97%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
0.65%
New
62
Increased
238
Reduced
215
Closed
42
Calls
$791K
Puts
$422K
Net Calls
+$369K
Net Calls Change
+$254K
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
251
Farther Finance Advisors
California
$1.39M -$29.2K -230 -2%
TC
252
Trilogy Capital
California
$1.38M -$6.23K -49 -0.5%
PA
253
Parallel Advisors
California
$1.37M +$24.2K +190 +2%
SHGA
254
Sand Hill Global Advisors
California
$1.37M -$151K -1,191 -10%
HSWM
255
Hubbell Strickland Wealth Management
Louisiana
$1.37M -$3.05K -24 -0.2%
OC
256
Oppenheimer & Co
New York
$1.36M +$11.4K +90 +0.9%
VFIC
257
Valley Forge Investment Consultants
Pennsylvania
$1.36M -$200K -1,570 -13%
HP
258
Holistic Planning
Texas
$1.35M -$174K -1,369 -12%
WWA
259
WCG Wealth Advisors
Nevada
$1.35M +$1.3M +10,230 New
GWAG
260
Garrett Wealth Advisory Group
Texas
$1.34M +$818K +6,436 +172%
KFGK
261
Keystone Financial Group (Kentucky)
Kentucky
$1.34M +$1.29M +10,171 New
LOIM
262
Liberty One Investment Management
Illinois
$1.34M -$2.92K -23 -0.2%
PPW
263
Presilium Private Wealth
Pennsylvania
$1.32M +$151K +1,188 +13%
NW
264
NewEdge Wealth
Pennsylvania
$1.32M +$732K +5,756 +136%
SPIA
265
Steward Partners Investment Advisory
New York
$1.3M +$146K +1,149 +13%
CB
266
Commerce Bank
Missouri
$1.3M
ASBI
267
American State Bank (Iowa)
Iowa
$1.27M -$31.9K -251 -3%
MWM
268
Meridian Wealth Management
Kentucky
$1.27M +$1.22M +9,607 New
YIA
269
YHB Investment Advisors
Connecticut
$1.26M -$15.4K -121 -1%
RSWA
270
Robinson Smith Wealth Advisors
Maine
$1.26M
KA
271
Kovack Advisors
Florida
$1.25M +$127 +1 +0%
NFG
272
Nations Financial Group
Iowa
$1.23M -$3.81K -30 -0.3%
FTS
273
Fifth Third Securities
Ohio
$1.23M -$292K -2,294 -20%
PIA
274
Perennial Investment Advisors
California
$1.22M -$63.2K -497 -5%
MGIA
275
Moneta Group Investment Advisors
Missouri
$1.2M +$636 +5 +0.1%

IUSG Hedge Fund Activity: Q3 2024 in Review

694 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q3 2024, worth a combined $14.9B — up 5.2% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new IUSG positions and 42 closed out — a net gain of 20 holders — while 238 added to existing stakes and 215 trimmed.

The largest buyer was Bank of America, adding an estimated $152M. The largest seller was Fidelity International, cutting an estimated $47.9M.

  • 694 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q3 2024, up from 684 in Q2 2024.
  • Funds reported $14.9B of iShares Core S&P US Growth ETF stock for Q3 2024, up 5.2% quarter-over-quarter.
  • 62 funds opened new iShares Core S&P US Growth ETF positions in Q3 2024 and 42 closed out, a net change of +20 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q3 2024 was Bank of America, an estimated $152M added.
  • The largest iShares Core S&P US Growth ETF seller in Q3 2024 was Fidelity International, an estimated $47.9M sold.

Based on aggregated 13F filings for Q3 2024.