We are live on ! Find out more
IUSG icon

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
FNBOH
501
First National Bank of Hutchinson
Kansas
$341K +$336K +2,445 New
UAG
502
United Advisor Group
Ohio
$340K +$121K +878 +56%
RWP
503
Revolve Wealth Partners
New Jersey
$340K -$13.2K -96 -4%
BWM
504
Boyd Wealth Management
California
$340K -$54.1K -394 -14%
SWP
505
Sagespring Wealth Partners
Tennessee
$339K +$334K +2,436 New
First Trust Advisors
506
First Trust Advisors
Illinois
$339K +$334K +2,430 New
Brown Advisory
507
Brown Advisory
Maryland
$336K +$9.06K +66 +3%
EWM
508
Elevatus Welath Management
New York
$336K +$100K +729 +43%
MWM
509
Maridea Wealth Management
New York
$335K +$330K +2,405 New
AA
510
Alesco Advisors
New York
$334K
AP
511
Adero Partners
California
$333K
KPWG
512
KFA Private Wealth Group
Virginia
$331K -$101K -734 -24%
WGC
513
Watts Gwilliam & Co
Arizona
$325K
BBHC
514
Brown Brothers Harriman & Co
New York
$325K
SFC
515
Strategic Financial Concepts
Texas
$324K +$319K +2,327 New
FMN
516
Financial Management Network
California
$324K
AUB
517
Atlantic Union Bankshares
Virginia
$323K -$207K -1,509 -39%
BHWA
518
Beacon Harbor Wealth Advisors
Virginia
$322K
CF
519
Convergence Financial
Missouri
$322K -$3.43K -25 -1%
MW
520
Members Wealth
Pennsylvania
$318K +$303K +2,210 New
OFG
521
Oxford Financial Group
Indiana
$307K +$297K +2,165 +5,413%
OBGC
522
O'Brien Greene & Co
Pennsylvania
$300K
GA
523
Goldstein Advisors
Wisconsin
$299K +$3.29K +24 +1%
S
524
SignatureFD
Georgia
$296K -$3.43K -25 -1%
AW
525
Alteri Wealth
California
$293K +$288K +2,100 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.