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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
MFG
26
Merit Financial Group
Georgia
$63.9M +$6.91M +54,353 +13%
Osaic Holdings
27
Osaic Holdings
Arizona
$54.8M +$9.75M +76,657 +23%
TVAMP
28
Tennessee Valley Asset Management Partners
Tennessee
$54M +$1.25M +9,800 +2%
AF
29
Allworth Financial
California
$49.4M -$314K -2,471 -0.7%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$48.7M +$461K +3,623 +1%
CSWG
31
Cardinal Strategic Wealth Guidance
Kentucky
$46.1M +$3.85M +30,236 +9%
MWP
32
Madison Wealth Partners
Wisconsin
$45M -$138K -1,085 -0.3%
TLA
33
Tanglewood Legacy Advisors
Texas
$43.8M -$9.16K -72 -0%
Natixis Advisors
34
Natixis Advisors
Massachusetts
$43.6M +$5.72M +45,013 +16%
DI
35
DDFG Inc
California
$35.1M +$187K +1,468 +0.6%
VC
36
Veracity Capital
Georgia
$34.2M +$612K +4,815 +2%
PBF
37
Petix & Botte Financial
California
$34.2M +$609K +4,787 +2%
CST
38
Charles Schwab Trust
Nevada
$33.8M +$484K +3,808 +2%
EH
39
Equitable Holdings
New York
$32.9M -$157K -1,232 -0.5%
CI
40
CX Institutional
Indiana
$32.7M +$490K +3,852 +2%
MML Investors Services
41
MML Investors Services
Massachusetts
$32.4M +$3.74M +29,437 +14%
SSB
42
Sandy Spring Bank
Maryland
$32.3M -$1.18M -9,246 -4%
William Blair & Company
43
William Blair & Company
Illinois
$32.1M +$4.75M +37,330 +18%
HWA
44
Hilltop Wealth Advisors
North Carolina
$32.1M -$651K -5,120 -2%
HR
45
Howe & Rusling
New York
$31.7M +$1.54M +12,123 +5%
AllianceBernstein
46
AllianceBernstein
Tennessee
$31.5M -$856K -6,732 -3%
Two Sigma Investments
47
Two Sigma Investments
New York
$30.8M +$23.5M +184,600 +376%
ECG
48
Edge Capital Group
Georgia
$30.5M +$1.54M +12,149 +6%
MWM
49
Modera Wealth Management
New Jersey
$30.1M +$356K +2,797 +1%
BlackRock
50
BlackRock
New York
$28.8M -$7.28M -57,247 -21%

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.