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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
PCG
551
Prosperity Consulting Group
Maryland
$264K
KW
552
KWB Wealth
California
$258K -$11.3K -82 -4%
BFPW
553
BOK Financial Private Wealth
Colorado
$257K
OAM
554
Oak Asset Management
California
$256K
NCFG
555
New Century Financial Group
New Jersey
$253K +$17.8K +130 +8%
AWA
556
Arkadios Wealth Advisors
Georgia
$252K -$23.6K -172 -9%
CWM
557
Centricity Wealth Management
Ohio
$252K +$248K +1,808 New
AC
558
AWM Capital
Arizona
$251K
MOS
559
MGO One Seven
Ohio
$251K +$247K +1,803 New
Luther King Capital Management (LKCM)
560
Luther King Capital Management (LKCM)
Texas
$251K
MHIC
561
Marble Harbor Investment Counsel
Massachusetts
$251K
HFO
562
Heritage Family Offices
Arizona
$249K
MCCA
563
Mill Creek Capital Advisors
Pennsylvania
$248K +$245K +1,783 New
PPP
564
Private Portfolio Partners
New Jersey
$248K -$32.9K -240 -12%
WA
565
Wealth Alliance
New York
$248K -$160K -1,164 -40%
NAS
566
NWF Advisory Services
California
$247K +$243K +1,772 New
PA
567
Pinnacle Associates
New York
$244K +$240K +1,751 New
CWP
568
Capital Wealth Planning
Florida
$243K +$240K +1,747 New
EFG
569
Ehrlich Financial Group
California
$243K
SIC
570
Salem Investment Counselors
North Carolina
$242K
AAM
571
Augustine Asset Management
Florida
$241K -$12.8K -93 -5%
VP
572
Verum Partners
North Carolina
$240K
OFS
573
OneAscent Financial Services
Alabama
$240K +$236K +1,721 New
NEPWA
574
New England Private Wealth Advisors
Massachusetts
$239K
CWM
575
Collaborative Wealth Management
Florida
$238K

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.