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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
KWA
376
Kingswood Wealth Advisors
California
$717K +$204K +1,484 +41%
MFA
377
Millington Financial Advisors
Illinois
$713K +$412 +3 +0.1%
MWM
378
Meridian Wealth Management
Kentucky
$705K -$624K -4,544 -47%
PWM
379
PMG Wealth Management
Illinois
$700K +$689K +5,023 New
CFO
380
Collective Family Office
Pennsylvania
$697K +$20.4K +149 +3%
BSI
381
Bennett Selby Investments
Maine
$696K
LRIA
382
Leonard Rickey Investment Advisors
Washington
$696K +$17.8K +130 +3%
FAM
383
Forte Asset Management
New York
$690K -$6.18K -45 -0.9%
PCH
384
PGIM Custom Harvest
New Jersey
$687K +$677K +4,930 New
WFAG
385
Wescott Financial Advisory Group
Pennsylvania
$681K -$139K -1,010 -17%
HPM
386
Hoxton Planning & Management
West Virginia
$674K -$13.7K -100 -2%
Jane Street
387
Jane Street
New York
$674K +$267K +1,946 +67%
WT
388
Whittier Trust
California
$669K -$267K -1,948 -29%
LFA
389
Legacy Financial Advisors
Kentucky
$669K
SCA
390
St. Clair Advisors
Ohio
$663K
AAS
391
Annex Advisory Services
Wisconsin
$662K +$652K +4,750 New
MWS
392
Maxwell Wealth Strategies
California
$660K
PWM
393
Parkworth Wealth Management
California
$660K +$650K +4,736 New
SCM
394
Sterling Capital Management
North Carolina
$659K -$512K -3,730 -44%
SCM
395
SOL Capital Management
Maryland
$656K
BFA
396
Beaumont Financial Advisors
Massachusetts
$652K -$16.7K -122 -3%
OWA
397
Octavia Wealth Advisors
Ohio
$652K -$1.92K -14 -0.3%
MPW
398
Melone Private Wealth
Michigan
$645K
FIA
399
Foundations Investment Advisors
Arizona
$643K +$345K +2,511 +119%
GWCM
400
Godshalk Welsh Capital Management
Pennsylvania
$643K

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.