We are live on ! Find out more
IUSG icon

iShares Core S&P US Growth ETF

774 hedge funds and large institutions have $15.8B invested in iShares Core S&P US Growth ETF in 2024 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 233 increasing their positions, 232 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

276% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 34

16% more funds holding in top 10

Funds holding in top 10: 4552 (+7)

12% more funds holding

Funds holding: 694774 (+80)

6% more capital invested

Capital invested by funds: $14.9B → $15.8B (+$966M)

0% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 232

0.23% more ownership

Funds ownership: 74.79%75.02% (+0.23%)

Holders
774
Holders Change
+80
Holders Change %
+11.53%
% of All Funds
10.19%
Holding in Top 10
52
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+15.56%
% of All Funds
0.68%
New
128
Increased
233
Reduced
232
Closed
34
Calls
$334K
Puts
Net Calls
+$334K
Net Calls Change
-$35K
Name Holding Trade Value Shares
Change
Change in
Stake
LOIM
251
Liberty One Investment Management
Illinois
$1.57M +$156K +1,133 +11%
TH
252
TCTC Holdings
Texas
$1.54M
CL
253
CIM LLC
New York
$1.53M -$8.23K -60 -0.5%
UWPG
254
Ullmann Wealth Partners Group
Florida
$1.53M +$5.49K +40 +0.4%
TC
255
Trilogy Capital
California
$1.52M +$56.8K +414 +4%
OC
256
Oppenheimer & Co
New York
$1.49M +$48.4K +353 +3%
BFWA
257
Benchmark Financial Wealth Advisors
Florida
$1.48M +$2.33K +17 +0.2%
BCI
258
Brinker Capital Investments
Pennsylvania
$1.48M -$13.3K -97 -0.9%
OPS
259
Orion Portfolio Solutions
Nebraska
$1.48M -$13.3K -97 -0.9%
YIA
260
YHB Investment Advisors
Connecticut
$1.47M +$136K +992 +10%
BFG
261
Bleakley Financial Group
New Jersey
$1.45M +$848K +6,178 +146%
SHGA
262
Sand Hill Global Advisors
California
$1.45M
TPWM
263
Twelve Points Wealth Management
Massachusetts
$1.43M +$636K +4,631 +82%
VFIC
264
Valley Forge Investment Consultants
Pennsylvania
$1.43M -$10.2K -74 -0.7%
FFA
265
Farther Finance Advisors
California
$1.42M -$43.4K -316 -3%
PPW
266
Presilium Private Wealth
Pennsylvania
$1.42M +$26.8K +195 +2%
HSWM
267
Hubbell Strickland Wealth Management
Louisiana
$1.42M -$28.7K -209 -2%
PA
268
Parallel Advisors
California
$1.4M -$46.9K -342 -3%
NFG
269
Nations Financial Group
Iowa
$1.4M +$95.4K +695 +7%
GA
270
GSG Advisors
New Jersey
$1.38M +$93.1K +678 +7%
KFGK
271
Keystone Financial Group (Kentucky)
Kentucky
$1.38M -$34.3K -250 -2%
HP
272
Holistic Planning
Texas
$1.36M -$62.6K -456 -4%
HWMC
273
Heritage Wealth Management (California)
California
$1.36M +$1.34M +9,735 New
CB
274
Commerce Bank
Missouri
$1.34M -$28.8K -210 -2%
ASBI
275
American State Bank (Iowa)
Iowa
$1.34M -$5.21K -38 -0.4%

IUSG Hedge Fund Activity: Q4 2024 in Review

774 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q4 2024, worth a combined $15.8B — up 6.5% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new IUSG positions and 34 closed out — a net gain of 94 holders — while 233 added to existing stakes and 232 trimmed.

The largest buyer was Blue Trust Inc, adding an estimated $65.2M. The largest seller was Jones Financial Companies, cutting an estimated $108M.

  • 774 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q4 2024, up from 694 in Q3 2024.
  • Funds reported $15.8B of iShares Core S&P US Growth ETF stock for Q4 2024, up 6.5% quarter-over-quarter.
  • 128 funds opened new iShares Core S&P US Growth ETF positions in Q4 2024 and 34 closed out, a net change of +94 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q4 2024 was Blue Trust Inc, an estimated $65.2M added.
  • The largest iShares Core S&P US Growth ETF seller in Q4 2024 was Jones Financial Companies, an estimated $108M sold.

Based on aggregated 13F filings for Q4 2024.