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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
CGA
426
Crescent Grove Advisors
Illinois
$430K -$51.1K -402 -11%
LJAC
427
L.J. Altfest & Co
New York
$428K
PCIA
428
Prime Capital Investment Advisors
Kansas
$425K -$11.8K -93 -3%
SWP
429
Summit Wealth Partners
Florida
$423K
MF
430
Meridian Financial
Massachusetts
$422K +$132K +1,036 +48%
MFG
431
Magnus Financial Group
New York
$419K
HI
432
Harbour Investments
Wisconsin
$417K -$95.5K -751 -19%
ACM
433
Armbruster Capital Management
New York
$412K -$28.6K -225 -7%
KPWG
434
KFA Private Wealth Group
Virginia
$410K
Tudor Investment Corp
435
Tudor Investment Corp
Connecticut
$406K +$391K +3,078 New
TPWA
436
TRUE Private Wealth Advisors
Oregon
$401K -$241K -1,898 -38%
PJWM
437
Philip James Wealth Mangement
Georgia
$401K -$4.32K -34 -1%
DC
438
Davenport & Co
Virginia
$395K -$6.36K -50 -2%
PCA
439
Pallas Capital Advisors
Massachusetts
$390K +$3.81K +30 +1%
HL
440
HeadInvest LLC
Maine
$389K
WA
441
Wealth Alliance
New York
$388K -$2.42K -19 -0.6%
OC
442
Oarsman Capital
Wisconsin
$385K
IA
443
Inspire Advisors
Idaho
$384K +$22.4K +176 +6%
AFC
444
AFT Forsyth & Company
Florida
$383K +$509 +4 +0.1%
Jane Street
445
Jane Street
New York
$381K -$1.62M -12,729 -82%
GWMR
446
GC Wealth Management RIA
Massachusetts
$378K
MA
447
MONECO Advisors
Connecticut
$377K +$636 +5 +0.2%
WFA
448
WMG Financial Advisors
Tennessee
$374K
BWM
449
Boyd Wealth Management
California
$374K +$48.7K +383 +16%
GG
450
GenWealth Group
New Jersey
$369K -$890 -7 -0.2%

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.