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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
NRI
401
NFP Retirement Inc
California
$633K
AWM
402
Avior Wealth Management
Nebraska
$632K +$5.35K +39 +0.9%
ISFAN
403
Investor's Fiduciary Advisor Network
Washington
$630K +$621K +4,526 New
OP
404
ORG Partners
Indiana
$628K -$102K -740 -14%
CIBC Private Wealth Group
405
CIBC Private Wealth Group
Georgia
$626K +$228K +1,660 +59%
AA
406
Ancora Advisors
Ohio
$626K +$156K +1,139 +34%
Pathstone Holdings
407
Pathstone Holdings
New Jersey
$624K +$603K +4,395 New
HFA
408
High Falls Advisors
New York
$622K
OWP
409
ORG Wealth Partners
Texas
$620K -$3.02K -22 -0.5%
SC
410
Sapient Capital
Indiana
$614K
Empower Advisory Group
411
Empower Advisory Group
Colorado
$609K +$10.7K +78 +2%
TW
412
TritonPoint Wealth
Maryland
$608K
WFAG
413
Worth Financial Advisory Group
North Carolina
$608K
WCG
414
Weaver Consulting Group
California
$608K +$15.9K +116 +3%
SWA
415
Stratos Wealth Advisors
Ohio
$605K -$1.92K -14 -0.3%
Nomura Asset Management
416
Nomura Asset Management
Japan
$602K
LW
417
Linscomb Wealth
Texas
$593K
FFP
418
FourThought Financial Partners
Florida
$593K -$63.4K -462 -10%
GL
419
Graypoint LLC
New York
$589K -$1.28M -9,351 -69%
CWM
420
Calamos Wealth Management
Illinois
$581K +$7.14K +52 +1%
TPWA
421
Twin Peaks Wealth Advisors
California
$577K -$201K -1,463 -26%
AIM
422
Anchor Investment Management
South Carolina
$576K
TBWA
423
Three Bridge Wealth Advisors
California
$569K +$274 +2 +0%
DCM
424
DGS Capital Management
New Jersey
$569K -$10.8K -79 -2%
SCM
425
Seascape Capital Management
New Hampshire
$564K -$22.4K -163 -4%

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.