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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
FMWA
476
Forvis Mazars Wealth Advisors
Missouri
$405K +$95K +692 +31%
AFC
477
AFT Forsyth & Company
Florida
$401K -$3.57K -26 -0.9%
GWMR
478
GC Wealth Management RIA
Massachusetts
$400K
Kovitz Investment Group Partners
479
Kovitz Investment Group Partners
Illinois
$399K +$94.2K +686 +31%
FFC
480
Frederick Financial Consultants
Maryland
$399K +$393K +2,864 New
WFA
481
WMG Financial Advisors
Tennessee
$395K
SC
482
Stephens Consulting
Michigan
$384K
SAM
483
Silvercrest Asset Management
New York
$377K +$686 +5 +0.2%
VV
484
Verity & Verity
South Carolina
$377K
BAS
485
Brueske Advisory Services
Washington
$374K +$369K +2,687 New
WP
486
Westmount Partners
California
$374K +$412 +3 +0.1%
PPWP
487
Premier Path Wealth Partners
New Jersey
$374K
CA
488
Claro Advisors
Massachusetts
$374K -$12.8K -93 -3%
EI
489
Ellevest Inc
New York
$370K -$272K -1,979 -43%
PJWM
490
Philip James Wealth Mangement
Georgia
$369K -$53.4K -389 -13%
GG
491
GenWealth Group
New Jersey
$362K -$26.6K -194 -7%
WB
492
WesBanco Bank
West Virginia
$362K
Vanguard Group
493
Vanguard Group
Pennsylvania
$359K +$95.5K +696 +37%
NCM
494
Northside Capital Management
Oregon
$358K
MAM
495
Madison Asset Management
Wisconsin
$358K -$286K -2,086 -45%
MIA
496
Madison Investment Advisors
Wisconsin
$358K +$352K +2,567 New
SWM
497
SFG Wealth Management
Maryland
$356K +$19.2K +140 +6%
WBC
498
West Branch Capital
Massachusetts
$349K +$549 +4 +0.2%
OC
499
Opinicus Capital
Florida
$348K -$1.51K -11 -0.4%
LDB
500
Lee, Danner & Bass
Tennessee
$343K +$338K +2,460 New

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.