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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
FA
351
FC Advisory
Pennsylvania
$726K +$1.15K +9 +0.2%
BFC
352
Bedel Financial Consulting
Indiana
$712K -$5.47K -43 -0.8%
MCM
353
MidAtlantic Capital Management
Virginia
$712K
PFGIA
354
Patriot Financial Group Insurance Agency
Massachusetts
$712K +$15.3K +120 +2%
CWC
355
Carolinas Wealth Consulting
North Carolina
$708K -$18.3K -144 -3%
CT
356
Colonial Trust
South Carolina
$705K
CL
357
Choreo LLC
Illinois
$704K +$48.6K +382 +8%
GWM
358
GDS Wealth Management
Texas
$704K -$8.69M -68,371 -93%
GAG
359
GM Advisory Group
New York
$703K
OP
360
ORG Partners
Indiana
$692K -$671K -5,278 -50%
RCAG
361
Rehmann Capital Advisory Group
Michigan
$686K +$127 +1 +0%
SWM
362
SeaCrest Wealth Management
New York
$685K
WPP
363
Whalerock Point Partners
Rhode Island
$684K
MFA
364
Millington Financial Advisors
Illinois
$663K +$763 +6 +0.1%
BSI
365
Bennett Selby Investments
Maine
$659K -$254 -2 -0%
FAM
366
Forte Asset Management
New York
$659K
Allspring Global Investments
367
Allspring Global Investments
North Carolina
$658K -$134K -1,051 -17%
HPM
368
Hoxton Planning & Management
West Virginia
$651K -$22K -173 -3%
LRIA
369
Leonard Rickey Investment Advisors
Washington
$642K +$3.81K +30 +0.6%
CFO
370
Collective Family Office
Pennsylvania
$640K -$38.2K -300 -6%
BFA
371
Beaumont Financial Advisors
Massachusetts
$633K
LFA
372
Legacy Financial Advisors
Kentucky
$633K
MWS
373
Maxwell Wealth Strategies
California
$632K
SCA
374
St. Clair Advisors
Ohio
$627K
FFP
375
FourThought Financial Partners
Florida
$622K

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.