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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
D
301
Diversified
Delaware
$973K +$89.4K +703 +11%
DE
302
Diversified Enterprises
Delaware
$973K +$938K +7,375 New
DP
303
Denver PWM
Colorado
$972K -$79.6K -626 -8%
SS
304
Sunbelt Securities
Texas
$965K +$216K +1,698 +30%
EWM
305
Empirical Wealth Management
Washington
$953K +$2.8K +22 +0.3%
VHAM
306
Van Hulzen Asset Management
California
$937K +$4.96K +39 +0.6%
DWT
307
Dorsey & Whitney Trust
South Dakota
$937K +$903K +7,100 New
IC
308
Inscription Capital
Texas
$923K
EIA
309
Eldridge Investment Advisors
New Hampshire
$922K
UIA
310
Ulland Investment Advisors
Minnesota
$913K +$7.63K +60 +0.9%
CFGS
311
Concourse Financial Group Securities
Alabama
$911K
TPW
312
TL Private Wealth
Texas
$910K +$1.78K +14 +0.2%
WC
313
Weil Company
California
$903K
WT
314
Whittier Trust
California
$890K
WC
315
Waterloo Capital
Texas
$886K +$39.5K +311 +5%
Franklin Resources
316
Franklin Resources
California
$883K
9WM
317
9258 Wealth Management
Ohio
$868K -$8.27K -65 -1%
TCBWMS
318
Texas Capital Bank Wealth Management Services
Texas
$862K -$268K -2,110 -24%
MFC
319
Morris Financial Concepts
South Carolina
$852K +$374K +2,942 +84%
Citigroup
320
Citigroup
New York
$835K -$24K -189 -3%
CAG
321
Crestwood Advisors Group
Massachusetts
$831K -$6.87K -54 -0.8%
IRC
322
Investors Research Corp
Georgia
$830K +$40.2K +316 +5%
MCM
323
Mitchell Capital Management
Kansas
$830K -$146K -1,150 -15%
DSA
324
Droms Strauss Advisors
Missouri
$828K +$1.53K +12 +0.2%
PPG
325
Peak Planning Group
Colorado
$817K

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.