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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
IWS
326
Insight Wealth Strategies
California
$811K +$33.4K +263 +4%
VWA
327
Visionary Wealth Advisors
Illinois
$806K +$12.8K +101 +2%
BIA
328
Biondo Investment Advisors
Pennsylvania
$806K +$26.8K +211 +4%
GIA
329
Gladstone Institutional Advisory
Florida
$793K -$38.2K -300 -5%
PJSIMP
330
P.J. Schmidt Investment Management (PJS)
Wisconsin
$791K
SFMG
331
Sage Financial Management Group
Virginia
$790K +$762K +5,992 New
ODIJL
332
One Day In July LLC
Vermont
$789K -$5.72K -45 -0.7%
OCPWS
333
One Charles Private Wealth Services
Massachusetts
$788K
AMG
334
Asset Management Group
Connecticut
$786K -$235K -1,849 -24%
W
335
Wealthquest
Ohio
$785K -$54K -425 -7%
Betterment LLC
336
Betterment LLC
New York
$784K -$49.2K -387 -6%
WFAG
337
Wescott Financial Advisory Group
Pennsylvania
$778K +$1.4K +11 +0.2%
KFS
338
Kaizen Financial Strategies
California
$768K +$1.27K +10 +0.2%
LIM
339
Leavell Investment Management
Alabama
$765K
SAM
340
Smartleaf Asset Management
Massachusetts
$764K +$1.15K +9 +0.2%
SCA
341
Snowden Capital Advisors
New York
$762K -$40.8K -321 -5%
WANY
342
Wealthspire Advisors (New York)
New York
$748K -$101K -794 -12%
VCP
343
Verus Capital Partners
Arizona
$747K +$53.2K +418 +8%
ACG
344
Allen Capital Group
Nebraska
$746K +$16.9K +133 +2%
DAS
345
Diversify Advisory Services
Utah
$745K +$51.9K +408 +8%
TPWM
346
Twelve Points Wealth Management
Massachusetts
$742K +$110K +865 +18%
TPWA
347
Twin Peaks Wealth Advisors
California
$739K -$214K -1,681 -23%
TC
348
TownSquare Capital
Utah
$735K -$52.3K -411 -7%
CWA
349
Consilio Wealth Advisors
Washington
$734K +$636 +5 +0.1%
MCM
350
MAI Capital Management
Ohio
$732K -$191K -1,500 -21%

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.