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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
SRCM
601
Signature Resources Capital Management
California
$63.7K
CPG
602
Cornerstone Planning Group
New Jersey
$62.7K
MBFW
603
Morton Brown Family Wealth
Pennsylvania
$62.1K -$16.3K -128 -21%
RF
604
Robinswood Financial
Washington
$60.7K
MSFP
605
Mark Sheptoff Financial Planning
Connecticut
$60.3K
AssetMark Inc
606
AssetMark Inc
California
$58.4K -$1.26M -9,902 -96%
PCFFS
607
Pacific Center for Financial Services
California
$58.3K
EW
608
Element Wealth
Mississippi
$57.9K +$2.16K +17 +4%
Russell Investments Group
609
Russell Investments Group
United Kingdom
$56.6K +$15.4K +121 +39%
PMFA
610
Plante Moran Financial Advisors
Michigan
$54.6K +$41.3K +325 +365%
NP
611
NorthRock Partners
Minnesota
$54.1K +$20.2K +159 +63%
MPCG
612
Matrix Private Capital Group
New York
$52.8K
AWM
613
Activest Wealth Management
Florida
$52.2K
PP
614
Pacifica Partners
Canada
$52.1K
WAS
615
Winch Advisory Services
Wisconsin
$50.6K
FAM
616
Flaharty Asset Management
Florida
$48.9K +$47.2K +371 New
SIS
617
Sound Income Strategies
Florida
$46.8K -$4.2K -33 -9%
GEA
618
Glen Eagle Advisors
New Jersey
$46.3K +$127 +1 +0.3%
BCWM
619
Bartlett & Co Wealth Management
Ohio
$42.5K
ADL
620
Asset Dedication LLC
California
$41.6K
RCM
621
Raleigh Capital Management
North Carolina
$41.5K
AWM
622
Abound Wealth Management
Tennessee
$41.3K -$3.94K -31 -9%
GPFA
623
Game Plan Financial Advisors
Ohio
$40.9K
LI
624
LRI Investments
Florida
$39.9K
PCA
625
Providence Capital Advisors
North Carolina
$39.6K -$59.4K -467 -61%

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.