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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
UAG
551
United Advisor Group
Ohio
$206K -$18.9K -149 -9%
Financial Engines Advisors
552
Financial Engines Advisors
California
$204K +$197K +1,548 New
BRWA
553
B. Riley Wealth Advisors
Florida
$203K +$197K +1,547 New
CA
554
Centerpoint Advisors
Massachusetts
$202K
MWM
555
Modern Wealth Management
Kansas
$202K +$195K +1,530 New
DIP
556
DT Investment Partners
Pennsylvania
$202K
VCA
557
Verdence Capital Advisors
Maryland
$201K -$6.99K -55 -3%
FPGK
558
Financial Partners Group (Kansas)
Kansas
$201K -$39.2K -308 -17%
Kovitz Investment Group Partners
559
Kovitz Investment Group Partners
Illinois
$200K +$277K +2,178 New
BC
560
Barrett & Company
Rhode Island
$198K +$127 +1 +0.1%
SMA
561
Sage Mountain Advisors
Georgia
$195K
TIM
562
Tortoise Investment Management
New York
$190K
IA
563
IFP Advisors
Florida
$186K +$1.4K +11 +0.8%
BA
564
Ballast Advisors
Minnesota
$184K
CAL
565
Capital Analysts LLC
Pennsylvania
$171K
AIM
566
Acropolis Investment Management
Missouri
$166K
EWA
567
EverSource Wealth Advisors
Alabama
$163K
CF
568
Centaurus Financial
California
$161K
S
569
Sachetta
Massachusetts
$153K +$15.1K +119 +11%
FHA
570
First Horizon Advisors
Tennessee
$151K -$22.5K -177 -13%
LOIP
571
Live Oak Investment Partners
Texas
$145K
SWM
572
Sanctuary Wealth Management
Idaho
$142K
KFI
573
Key Financial Inc
Pennsylvania
$139K
AAP
574
Arax Advisory Partners
Colorado
$135K +$254 +2 +0.2%
FNWA
575
Financial Network Wealth Advisors
Utah
$134K +$129K +1,014 New

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.