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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
SCM
376
SOL Capital Management
Maryland
$621K +$19.1K +150 +3%
OWA
377
Octavia Wealth Advisors
Ohio
$619K -$127 -1 -0%
MAM
378
Madison Asset Management
Wisconsin
$614K
EI
379
Ellevest Inc
New York
$611K +$252K +1,979 +75%
MPW
380
Melone Private Wealth
Michigan
$610K -$28.4K -223 -5%
GWCM
381
Godshalk Welsh Capital Management
Pennsylvania
$609K
ASN
382
Advisory Services Network
Georgia
$608K
FHA
383
Flagship Harbor Advisors
Massachusetts
$601K -$19.2K -151 -3%
NRI
384
NFP Retirement Inc
California
$600K -$62.2K -489 -10%
RIA
385
RPG Investment Advisory
California
$598K +$89K +700 +18%
AWM
386
Avior Wealth Management
Nebraska
$593K +$1.02K +8 +0.2%
OWP
387
ORG Wealth Partners
Texas
$590K +$569K +4,471 New
HFA
388
High Falls Advisors
New York
$589K
SC
389
Sapient Capital
Indiana
$581K
WFAG
390
Worth Financial Advisory Group
North Carolina
$576K
SWA
391
Stratos Wealth Advisors
Ohio
$575K +$25.1K +197 +5%
TW
392
TritonPoint Wealth
Maryland
$572K
ORI
393
Oak Ridge Investments
Illinois
$570K -$118K -927 -18%
Nomura Asset Management
394
Nomura Asset Management
Japan
$570K
GG
395
Greenwood Gearhart
Arkansas
$566K
Empower Advisory Group
396
Empower Advisory Group
Colorado
$566K -$109K -860 -17%
RFA
397
RTD Financial Advisors
Pennsylvania
$564K +$1.02K +8 +0.2%
LW
398
Linscomb Wealth
Texas
$562K
WCG
399
Weaver Consulting Group
California
$560K
BFG
400
Bleakley Financial Group
New Jersey
$558K

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.