We are live on ! Find out more
IUSG icon

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
SAG
501
SageView Advisory Group
California
$263K -$22K -173 -8%
CWM
502
Centurion Wealth Management
Virginia
$262K +$252K +1,983 New
AWA
503
Arkadios Wealth Advisors
Georgia
$262K +$6.49K +51 +3%
SW
504
SteelPeak Wealth
California
$260K -$20.6K -162 -8%
KW
505
KWB Wealth
California
$259K -$16.9K -133 -6%
SDWIA
506
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$259K
AWM
507
Axxcess Wealth Management
California
$258K +$32K +252 +15%
CRI
508
Colonial River Investments
Virginia
$258K +$32K +252 +15%
D.E. Shaw & Co
509
D.E. Shaw & Co
New York
$257K +$248K +1,949 New
LCM
510
Leisure Capital Management
California
$254K
PCG
511
Prosperity Consulting Group
Maryland
$250K +$24.2K +190 +11%
Fifth Third Bancorp
512
Fifth Third Bancorp
Ohio
$250K +$49.6K +390 +26%
Vanguard Group
513
Vanguard Group
Pennsylvania
$248K +$240K +1,884 New
CA
514
Continuum Advisory
Idaho
$246K +$20.3K +160 +10%
BFPW
515
BOK Financial Private Wealth
Colorado
$243K
QCM
516
QRG Capital Management
Illinois
$243K +$234K +1,844 New
OAM
517
Oak Asset Management
California
$242K +$8.65K +68 +4%
AAM
518
Augustine Asset Management
Florida
$240K
EI
519
Ethic Inc
New York
$240K +$261K +2,050 New
KeyBank National Association
520
KeyBank National Association
Ohio
$239K -$7.38K -58 -3%
DAS
521
Dynamic Advisor Solutions
Arizona
$239K +$230K +1,809 New
AC
522
AWM Capital
Arizona
$238K
Luther King Capital Management (LKCM)
523
Luther King Capital Management (LKCM)
Texas
$237K
MHIC
524
Marble Harbor Investment Counsel
Massachusetts
$237K
HFO
525
Heritage Family Offices
Arizona
$235K

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.