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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
Financial Engines Advisors
576
Financial Engines Advisors
California
$237K +$21.4K +156 +10%
CRWM
577
Castle Rock Wealth Management
California
$237K -$10K -73 -4%
FA
578
Flagstar Advisors
New York
$236K +$232K +1,693 New
SP
579
Stonebrook Private
Michigan
$235K
CCA
580
Cypress Capital Advisors
Tennessee
$234K +$231K +1,681 New
CL
581
CVFG LLC
Indiana
$232K +$229K +1,668 New
CPW
582
Catalyst Private Wealth
California
$231K +$412 +3 +0.2%
TSS
583
Two Sigma Securities
New York
$229K +$226K +1,645 New
1NWS
584
1 North Wealth Services
Maryland
$229K +$226K +1,644 New
UIM
585
Unified Investment Management
Georgia
$229K +$225K +1,640 New
RRA
586
Round Rock Advisors
Connecticut
$228K
AF
587
Abound Financial
California
$228K +$225K +1,638 New
CA
588
Continuum Advisory
Idaho
$226K -$22K -160 -9%
BO
589
Bank OZK
Arkansas
$224K -$13.4K -98 -6%
NWMG
590
National Wealth Management Group
Ohio
$224K +$221K +1,607 New
MPWT
591
MassMutual Private Wealth & Trust
Connecticut
$223K
AFG
592
ABLE Financial Group
Arizona
$222K -$4.39K -32 -2%
BSSFA
593
Baron Silver Stevens Financial Advisors
Florida
$222K +$219K +1,593 New
TI
594
Trexquant Investment
Connecticut
$222K +$219K +1,592 New
KLI
595
Kelman-Lazarov Inc
Tennessee
$221K
PWP
596
Private Wealth Partners
California
$221K
CIA
597
Capital Investment Advisors
Georgia
$221K +$218K +1,585 New
DAS
598
Dynamic Advisor Solutions
Arizona
$221K -$30.9K -225 -12%
CAG
599
Csenge Advisory Group
Florida
$220K -$8.51K -62 -4%
BRWA
600
B. Riley Wealth Advisors
Florida
$218K +$2.33K +17 +1%

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.