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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
TVAMP
26
Tennessee Valley Asset Management Partners
Tennessee
$54.7M -$2.38M -17,335 -4%
MWP
27
Madison Wealth Partners
Wisconsin
$54.3M +$6.6M +48,108 +14%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$51.9M -$25.2M -183,314 -33%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$51.8M +$355K +2,590 +0.7%
AF
30
Allworth Financial
California
$50.6M -$3.77M -27,454 -7%
CSWG
31
Cardinal Strategic Wealth Guidance
Kentucky
$48M -$768K -5,599 -2%
TLA
32
Tanglewood Legacy Advisors
Texas
$46.2M -$27.2K -198 -0.1%
William Blair & Company
33
William Blair & Company
Illinois
$44M +$9.86M +71,824 +29%
CI
34
CX Institutional
Indiana
$41M +$6.35M +46,262 +19%
DI
35
DDFG Inc
California
$37.5M +$411K +2,998 +1%
ACM
36
Aurdan Capital Management
Pennsylvania
$37.3M +$36.7M +267,420 New
VC
37
Veracity Capital
Georgia
$37.1M +$947K +6,899 +3%
EH
38
Equitable Holdings
New York
$36.9M +$2.11M +15,361 +6%
HR
39
Howe & Rusling
New York
$35.1M +$1.64M +11,914 +5%
HWA
40
Hilltop Wealth Advisors
North Carolina
$33.5M -$427K -3,112 -1%
SSB
41
Sandy Spring Bank
Maryland
$32.5M -$1.53M -11,113 -5%
CST
42
Charles Schwab Trust
Nevada
$32.4M -$3.17M -23,107 -9%
MWM
43
Modera Wealth Management
New Jersey
$31.7M -$92.4K -673 -0.3%
ECG
44
Edge Capital Group
Georgia
$31.6M -$618K -4,505 -2%
AllianceBernstein
45
AllianceBernstein
Tennessee
$31.4M -$1.86M -13,562 -6%
SWM
46
Spire Wealth Management
Virginia
$29M +$9.78M +71,291 +52%
MML Investors Services
47
MML Investors Services
Massachusetts
$28.8M -$5.3M -38,644 -16%
Fidelity International
48
Fidelity International
Bermuda
$28.1M +$27.5M +200,614 +36,878%
PAG
49
Private Advisor Group
New Jersey
$28.1M +$554K +4,038 +2%
AAS
50
Avantax Advisory Services
Texas
$27.9M +$308K +2,243 +1%

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.