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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
NPAN
276
Northeast Planning Associates NH
New Hampshire
$1.33M +$1.31M +9,548 New
RSWA
277
Robinson Smith Wealth Advisors
Maine
$1.33M
NF
278
Nikulski Financial
Iowa
$1.3M -$291K -2,122 -19%
SF
279
Symphony Financial
Texas
$1.3M +$140K +1,019 +13%
PIA
280
Perennial Investment Advisors
California
$1.3M +$5.35K +39 +0.4%
SPIA
281
Steward Partners Investment Advisory
New York
$1.29M -$86.9K -633 -6%
Allspring Global Investments
282
Allspring Global Investments
North Carolina
$1.28M +$573K +4,172 +84%
MGIA
283
Moneta Group Investment Advisors
Missouri
$1.27M +$412 +3 +0%
FTS
284
Fifth Third Securities
Ohio
$1.26M -$34.6K -252 -3%
MA
285
MONECO Advisors
Connecticut
$1.25M +$841K +6,129 +215%
CHJWM
286
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.24M +$4.94K +36 +0.4%
CFS
287
Coordinated Financial Services
Colorado
$1.22M +$1.21M +8,790 New
BP
288
Ballentine Partners
Massachusetts
$1.21M +$1.19M +8,655 New
WMP
289
Wealth Management Partners
Arizona
$1.2M +$137 +1 +0%
TWA
290
Talisman Wealth Advisors
New Jersey
$1.18M -$56.3K -410 -5%
VCS
291
Vaughan & Co Securities
New Jersey
$1.18M -$10.7K -78 -0.9%
MP
292
Moment Partners
California
$1.18M +$1.16M +8,446 New
WA
293
Waverly Advisors
Alabama
$1.15M +$914K +6,659 +418%
TF
294
Trek Financial
Arizona
$1.15M +$91.4K +666 +9%
FTUS
295
Flow Traders U.S.
New York
$1.13M -$2.21M -16,092 -67%
BMCM
296
Burns Matteson Capital Management
New York
$1.12M -$22.1K -161 -2%
MCA
297
Magnolia Capital Advisors
Mississippi
$1.12M +$50.5K +368 +5%
VVP
298
Venture Visionary Partners
Ohio
$1.11M -$28.8K -210 -3%
MMPW
299
Mitchell McLeod Pugh & Williams
Alabama
$1.11M +$20K +146 +2%
OAS
300
Optivise Advisory Services
Tennessee
$1.11M

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.