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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
EPA
526
Element Pointe Advisors
Florida
$292K
APWA
527
Atlas Private Wealth Advisors
New Jersey
$292K
FP
528
Financial Perspectives
Minnesota
$290K +$412 +3 +0.1%
AFG
529
Albion Financial Group
Utah
$286K -$4.12K -30 -1%
SIA
530
Summit Investment Advisors
Maryland
$285K +$268K +1,954 New
ITIM
531
Indiana Trust & Investment Management
Indiana
$283K
BWP
532
Bernardo Wealth Planning
Pennsylvania
$283K
KFI
533
Key Financial Inc
Pennsylvania
$283K +$134K +977 +93%
IIC
534
Integrated Investment Consultants
Michigan
$282K +$278K +2,024 New
SGI
535
Summit Global Investments
Utah
$281K
JIC
536
Joel Isaacson & Co
New York
$281K +$1.78K +13 +0.6%
SF
537
Synovus Financial
Georgia
$281K -$5.35K -39 -2%
CWA
538
Crux Wealth Advisors
California
$280K +$275K +2,007 New
CWM
539
Connecticut Wealth Management
Connecticut
$279K
CWM
540
Centurion Wealth Management
Virginia
$276K
IIM
541
InTrack Investment Management
Vermont
$276K
KeyBank National Association
542
KeyBank National Association
Ohio
$276K +$22.6K +165 +9%
AT
543
American Trust
Kentucky
$275K +$271K +1,975 New
QCM
544
QRG Capital Management
Illinois
$274K +$16.9K +123 +7%
SDWIA
545
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$273K
SW
546
SteelPeak Wealth
California
$272K -$2.33K -17 -0.9%
IA
547
IFP Advisors
Florida
$271K +$73.4K +535 +38%
LCM
548
Leisure Capital Management
California
$268K
AWM
549
Axxcess Wealth Management
California
$265K -$6.86K -50 -3%
CRI
550
Colonial River Investments
Virginia
$265K -$6.86K -50 -3%

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.