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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
LIM
351
Leavell Investment Management
Alabama
$808K
IWS
352
Insight Wealth Strategies
California
$798K -$58.3K -425 -7%
VFG
353
Victory Financial Group
Texas
$788K +$776K +5,656 New
KFS
354
Kaizen Financial Strategies
California
$775K -$35.4K -258 -4%
SCA
355
Snowden Capital Advisors
New York
$774K -$30.1K -219 -4%
BFC
356
Bedel Financial Consulting
Indiana
$774K -$2.47K -18 -0.3%
CWA
357
Consilio Wealth Advisors
Washington
$773K -$2.06K -15 -0.3%
WANY
358
Wealthspire Advisors (New York)
New York
$772K -$18.5K -135 -2%
ACG
359
Allen Capital Group
Nebraska
$771K -$16.9K -123 -2%
CWC
360
Carolinas Wealth Consulting
North Carolina
$770K +$21.8K +159 +3%
FA
361
FC Advisory
Pennsylvania
$768K +$1.1K +8 +0.1%
Betterment LLC
362
Betterment LLC
New York
$768K -$59.6K -434 -7%
PPG
363
Peak Planning Group
Colorado
$758K -$103K -750 -12%
DWM
364
Diversify Wealth Management
Utah
$757K +$509K +3,705 +211%
RCAG
365
Rehmann Capital Advisory Group
Michigan
$756K +$31.6K +230 +4%
MCM
366
MidAtlantic Capital Management
Virginia
$752K
PFGIA
367
Patriot Financial Group Insurance Agency
Massachusetts
$747K -$4.12K -30 -0.6%
CT
368
Colonial Trust
South Carolina
$745K
GAG
369
GM Advisory Group
New York
$743K
RFC
370
Regions Financial Corp
Alabama
$741K +$729K +5,315 New
WPP
371
Whalerock Point Partners
Rhode Island
$740K +$17.2K +125 +2%
CL
372
Choreo LLC
Illinois
$734K -$21K -153 -3%
GWM
373
GDS Wealth Management
Texas
$733K -$9.74K -71 -1%
SFMG
374
Sage Financial Management Group
Virginia
$729K -$105K -764 -13%
SWM
375
SeaCrest Wealth Management
New York
$728K +$3.98K +29 +0.6%

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.