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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
DWM
526
Diversify Wealth Management
Utah
$233K +$223K +1,757 New
EFG
527
Ehrlich Financial Group
California
$230K -$1.15K -9 -0.5%
AFP
528
Alpha Financial Partners
Kentucky
$230K +$222K +1,743 New
SIC
529
Salem Investment Counselors
North Carolina
$229K -$38.2K -300 -15%
HGERS
530
Householder Group Estate & Retirement Specialist
Arizona
$228K +$1.53K +12 +0.7%
VP
531
Verum Partners
North Carolina
$227K
NEPWA
532
New England Private Wealth Advisors
Massachusetts
$226K
CWM
533
Collaborative Wealth Management
Florida
$225K -$1.53K -12 -0.7%
BO
534
Bank OZK
Arkansas
$225K
CRWM
535
Castle Rock Wealth Management
California
$223K +$509 +4 +0.2%
SP
536
Stonebrook Private
Michigan
$223K
CC
537
Cypress Capital
Tennessee
$222K -$214K -1,681 -50%
EWM
538
Elevatus Welath Management
New York
$222K +$9.66K +76 +5%
CAG
539
Csenge Advisory Group
Florida
$219K +$8.14K +64 +4%
NCFG
540
New Century Financial Group
New Jersey
$218K +$210K +1,654 New
CPW
541
Catalyst Private Wealth
California
$218K +$210K +1,653 New
RRA
542
Round Rock Advisors
Connecticut
$216K +$382 +3 +0.2%
AFG
543
ABLE Financial Group
Arizona
$214K +$207K +1,625 New
MIA
544
MainStreet Investment Advisors
Illinois
$211K
MPWT
545
MassMutual Private Wealth & Trust
Connecticut
$211K
WA
546
Waverly Advisors
Alabama
$210K +$203K +1,593 New
AWM
547
Apollon Wealth Management
South Carolina
$210K
KLI
548
Kelman-Lazarov Inc
Tennessee
$209K
PWP
549
Private Wealth Partners
California
$209K
STA
550
Summit Trail Advisors
New York
$209K

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.