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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
CIBC Private Wealth Group
451
CIBC Private Wealth Group
Georgia
$368K -$6.49K -51 -2%
CA
452
Claro Advisors
Massachusetts
$366K -$1.27K -10 -0.4%
SC
453
Stephens Consulting
Michigan
$363K
VV
454
Verity & Verity
South Carolina
$357K
SAM
455
Silvercrest Asset Management
New York
$356K +$636 +5 +0.2%
WIP
456
WealthCare Investment Partners
Rhode Island
$355K -$9.54K -75 -3%
PPWP
457
Premier Path Wealth Partners
New Jersey
$354K -$29.9K -235 -8%
WP
458
Westmount Partners
California
$354K +$5.09K +40 +2%
ACM
459
Advisors Capital Management
New Jersey
$344K +$132K +1,038 +66%
WB
460
WesBanco Bank
West Virginia
$343K
NCM
461
Northside Capital Management
Oregon
$339K
TCM
462
Traynor Capital Management
Pennsylvania
$335K +$27.6K +217 +9%
RWP
463
Revolve Wealth Partners
New Jersey
$334K
OC
464
Opinicus Capital
Florida
$331K +$319K +2,511 New
WBC
465
West Branch Capital
Massachusetts
$330K -$14.2K -112 -4%
FTDI
466
First Trust Direct Indexing
Massachusetts
$327K +$27.6K +217 +10%
FPCG
467
Fort Pitt Capital Group
Pennsylvania
$326K +$314K +2,470 New
SWM
468
SFG Wealth Management
Maryland
$319K +$127 +1 +0%
VF
469
VitalStone Financial
Texas
$317K -$382 -3 -0.1%
AA
470
Alesco Advisors
New York
$317K
AP
471
Adero Partners
California
$316K
CWMS
472
Cannon Wealth Management Services
North Carolina
$312K +$301K +2,364 New
BFA
473
Bragg Financial Advisors
North Carolina
$311K
Brown Advisory
474
Brown Advisory
Maryland
$309K
CF
475
Convergence Financial
Missouri
$308K -$11.1K -87 -4%

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.