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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
BBHC
476
Brown Brothers Harriman & Co
New York
$307K
WGC
477
Watts Gwilliam & Co
Arizona
$306K +$295K +2,316 New
BHWA
478
Beacon Harbor Wealth Advisors
Virginia
$305K +$294K +2,314 New
Neuberger Berman Group
479
Neuberger Berman Group
New York
$303K +$292K +2,299 New
FMN
480
Financial Management Network
California
$301K
FMWA
481
Forvis Mazars Wealth Advisors
Missouri
$292K +$58K +456 +26%
CP
482
Coho Partners
Pennsylvania
$292K -$1.56M -12,259 -85%
OBGC
483
O'Brien Greene & Co
Pennsylvania
$284K
S
484
SignatureFD
Georgia
$283K -$16.8K -132 -6%
GA
485
Goldstein Advisors
Wisconsin
$280K -$37.3K -293 -12%
HWP
486
Hibernia Wealth Partners
Louisiana
$279K +$269K +2,118 New
FIA
487
Foundations Investment Advisors
Arizona
$278K +$268K +2,107 New
EPA
488
Element Pointe Advisors
Florida
$277K
APWA
489
Atlas Private Wealth Advisors
New Jersey
$276K
AFG
490
Albion Financial Group
Utah
$275K -$1.65K -13 -0.6%
FP
491
Financial Perspectives
Minnesota
$274K +$382 +3 +0.1%
BWP
492
Bernardo Wealth Planning
Pennsylvania
$273K
SF
493
Synovus Financial
Georgia
$270K -$17.5K -138 -6%
ITIM
494
Indiana Trust & Investment Management
Indiana
$268K
CW
495
CreativeOne Wealth
Kansas
$268K +$258K +2,028 New
PPP
496
Private Portfolio Partners
New Jersey
$267K +$257K +2,021 New
SGI
497
Summit Global Investments
Utah
$266K
JIC
498
Joel Isaacson & Co
New York
$264K +$254 +2 +0.1%
CWM
499
Connecticut Wealth Management
Connecticut
$264K
IIM
500
InTrack Investment Management
Vermont
$263K -$38.2K -300 -13%

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.