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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
GA
276
GSG Advisors
New Jersey
$1.2M +$1.15K +9 +0.1%
RJT
277
Raymond James Trust
Florida
$1.19M +$69.8K +549 +6%
Cerity Partners
278
Cerity Partners
New York
$1.19M +$637K +5,006 +125%
TWA
279
Talisman Wealth Advisors
New Jersey
$1.17M +$22.6K +178 +2%
VPIM
280
Vanguard Personalized Indexing Management
California
$1.16M -$52.3K -411 -4%
WMP
281
Wealth Management Partners
Arizona
$1.13M -$35.2K -277 -3%
CHJWM
282
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.13M +$2.29K +18 +0.2%
VCS
283
Vaughan & Co Securities
New Jersey
$1.13M -$2.92K -23 -0.3%
SCM
284
Sterling Capital Management
North Carolina
$1.12M +$1.08M +8,458 New
JWCA
285
J.W. Cole Advisors
Florida
$1.09M -$24.5K -193 -2%
BMCM
286
Burns Matteson Capital Management
New York
$1.08M
VVP
287
Venture Visionary Partners
Ohio
$1.08M +$9.92K +78 +1%
EAM
288
Empirical Asset Management
Massachusetts
$1.07M +$1.4K +11 +0%
XF
289
XML Financial
Maryland
$1.06M +$24.3K +191 +2%
OAS
290
Optivise Advisory Services
Tennessee
$1.05M -$94.1K -740 -9%
JFGIW
291
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.04M
MMPW
292
Mitchell McLeod Pugh & Williams
Alabama
$1.03M +$1.53K +12 +0.2%
SF
293
Symphony Financial
Texas
$1.03M -$8.65K -68 -0.9%
ZB
294
Zions Bancorporation
Utah
$1.03M
PI
295
PFG Investments
New York
$1.02M +$1.78K +14 +0.2%
MCA
296
Magnolia Capital Advisors
Mississippi
$1.01M -$9.79K -77 -1%
GFWA
297
Grey Fox Wealth Advisors
Delaware
$1.01M -$163K -1,280 -14%
ClearBridge Investments
298
ClearBridge Investments
New York
$1M +$518K +4,072 +115%
LNWWM
299
Laird Norton Wetherby Wealth Management
California
$1M
TF
300
Trek Financial
Arizona
$998K +$51.8K +407 +6%

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.