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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
BIA
326
Biondo Investment Advisors
Pennsylvania
$931K +$78.2K +570 +9%
ORI
327
Oak Ridge Investments
Illinois
$928K +$320K +2,334 +54%
IRC
328
Investors Research Corp
Georgia
$923K +$46.1K +336 +5%
WC
329
Waterloo Capital
Texas
$920K -$15.5K -113 -2%
Citigroup
330
Citigroup
New York
$915K +$32.4K +236 +4%
Franklin Resources
331
Franklin Resources
California
$913K
TCBWMS
332
Texas Capital Bank Wealth Management Services
Texas
$907K -$3.57K -26 -0.4%
JFGIW
333
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$903K -$213K -1,554 -20%
CAG
334
Crestwood Advisors Group
Massachusetts
$899K +$20.6K +150 +2%
MCM
335
MAI Capital Management
Ohio
$897K +$122K +888 +16%
XF
336
XML Financial
Maryland
$893K -$228K -1,662 -21%
DAS
337
Diversify Advisory Services
Utah
$884K +$117K +852 +15%
DSA
338
Droms Strauss Advisors
Missouri
$876K +$1.51K +11 +0.2%
TC
339
TownSquare Capital
Utah
$864K +$86.2K +628 +11%
FHA
340
Flagship Harbor Advisors
Massachusetts
$859K +$221K +1,611 +35%
VWA
341
Visionary Wealth Advisors
Illinois
$843K -$8.37K -61 -1%
W
342
Wealthquest
Ohio
$842K
PJSIMP
343
P.J. Schmidt Investment Management (PJS)
Wisconsin
$836K
GIA
344
Gladstone Institutional Advisory
Florida
$836K -$1.78K -13 -0.2%
ODIJL
345
One Day In July LLC
Vermont
$834K
AMG
346
Asset Management Group
Connecticut
$830K -$1.1K -8 -0.1%
OCPWS
347
One Charles Private Wealth Services
Massachusetts
$820K -$11.7K -85 -1%
SAM
348
Smartleaf Asset Management
Massachusetts
$818K -$549 -4 -0.1%
NW
349
NewEdge Wealth
Pennsylvania
$814K -$570K -4,151 -42%
VCP
350
Verus Capital Partners
Arizona
$813K +$22.9K +167 +3%

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.