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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
401
Seascape Capital Management
New Hampshire
$555K +$12.6K +99 +2%
DCM
402
DGS Capital Management
New Jersey
$549K -$12.5K -98 -2%
AIM
403
Anchor Investment Management
South Carolina
$545K
CWM
404
Calamos Wealth Management
Illinois
$543K +$184K +1,450 +54%
TBWA
405
Three Bridge Wealth Advisors
California
$539K +$254 +2 +0%
BFWM
406
Bright Futures Wealth Management
New York
$538K +$254 +2 +0.1%
MWA
407
Meridian Wealth Advisors
Texas
$538K
GWM
408
Geneos Wealth Management
Colorado
$533K -$25.7K -202 -5%
RIS
409
Retirement Income Solutions
Michigan
$528K
AG
410
AlTi Global
New York
$524K
AUB
411
Atlantic Union Bankshares
Virginia
$505K
MCM
412
Monument Capital Management
Virginia
$504K -$64.6K -508 -12%
PP
413
Patten & Patten
Tennessee
$503K -$44.5K -350 -8%
FCG
414
Fielder Capital Group
Tennessee
$494K
DJSG
415
D.J. St. Germain
Massachusetts
$486K -$5.09K -40 -1%
KWA
416
Kingswood Wealth Advisors
California
$483K -$24.3K -191 -5%
WSFS
417
Wilmington Savings Fund Society
Delaware
$482K +$147K +1,155 +46%
FCCM
418
First City Capital Management
Georgia
$454K
VFA
419
Valeo Financial Advisors
Indiana
$451K -$12.1K -95 -3%
PWA
420
Peterson Wealth Advisors
Utah
$447K +$890 +7 +0.2%
EWA
421
Exencial Wealth Advisors
Oklahoma
$445K
NG
422
Norden Group
Utah
$443K +$427K +3,360 New
AA
423
Ancora Advisors
Ohio
$442K -$32.7K -257 -7%
AWA
424
Adapt Wealth Advisors
Georgia
$439K -$890 -7 -0.2%
HNB
425
Huntington National Bank
Ohio
$439K

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.