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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
EAM
301
Empirical Asset Management
Massachusetts
$1.1M -$6.45K -47 -0%
ZB
302
Zions Bancorporation
Utah
$1.09M
MCM
303
Mitchell Capital Management
Kansas
$1.08M +$205K +1,492 +24%
SS
304
Sunbelt Securities
Texas
$1.07M +$43.9K +320 +4%
JWCA
305
J.W. Cole Advisors
Florida
$1.06M -$88.1K -642 -8%
LNWWM
306
Laird Norton Wetherby Wealth Management
California
$1.06M
GFWA
307
Grey Fox Wealth Advisors
Delaware
$1.06M -$6.59K -48 -0.6%
AWP
308
Axis Wealth Partners
Rhode Island
$1.04M +$1.03M +7,484 New
DP
309
Denver PWM
Colorado
$1.04M +$15.5K +113 +2%
DE
310
Diversified Enterprises
Delaware
$1.04M +$11.8K +86 +1%
MFC
311
Morris Financial Concepts
South Carolina
$1.03M +$125K +910 +14%
EWM
312
Empirical Wealth Management
Washington
$1.01M
DWT
313
Dorsey & Whitney Trust
South Dakota
$989K
TPW
314
TL Private Wealth
Texas
$987K +$961 +7 +0.1%
PI
315
PFG Investments
New York
$975K -$100K -731 -9%
EIA
316
Eldridge Investment Advisors
New Hampshire
$974K +$412 +3 +0%
GK
317
Graney & King
New York
$973K +$958K +6,982 New
VHAM
318
Van Hulzen Asset Management
California
$970K -$19.9K -145 -2%
VPIM
319
Vanguard Personalized Indexing Management
California
$968K -$254K -1,853 -21%
CFGS
320
Concourse Financial Group Securities
Alabama
$959K -$44.6K -325 -5%
WC
321
Weil Company
California
$954K
UIA
322
Ulland Investment Advisors
Minnesota
$939K -$25.4K -185 -3%
SIM
323
Synergy Investment Management
Florida
$936K +$922K +6,721 New
BPC
324
Bearing Point Capital
Minnesota
$934K +$920K +6,700 New
Cerity Partners
325
Cerity Partners
New York
$933K -$317K -2,310 -26%

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.