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iShares Core S&P US Growth ETF
IUSG

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: 45 → 52 (+7)

12% more funds holding

Funds holding: 694 → 774 (+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

Top Buyers

Rank Fund Capital Flow
1
BTI
Blue Trust Inc
Georgia
+$65.2M
2
LPL Financial
LPL Financial
California
+$58.4M
3
Bank of America
Bank of America
North Carolina
+$39.5M
4
Fidelity International
Fidelity International
Bermuda
+$27.5M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$16.1M

Top Sellers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
-$108M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$52.6M
3
FWI
Facet Wealth Inc
Maryland
-$51M
4
Two Sigma Investments
Two Sigma Investments
New York
-$27.1M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$25.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
MW
601
Marcum Wealth
Ohio
$217K +$214K +1,560 New
ONB
602
Old National Bancorp
Indiana
$217K +$214K +1,557 New
IAS
603
Insigneo Advisory Services
Florida
$214K +$211K +1,538 New
CA
604
Centerpoint Advisors
Massachusetts
$214K – – –
Neuberger Berman Group
605
Neuberger Berman Group
New York
$214K -$105K -765 -33%
MWM
606
Modern Wealth Management
Kansas
$213K +$274 +2 +0.1%
DIP
607
DT Investment Partners
Pennsylvania
$213K – – –
PCP
608
Proficio Capital Partners
Massachusetts
$211K +$208K +1,514 New
BC
609
Barrett & Company
Rhode Island
$210K – – –
BF
610
Blankinship & Foster
California
$210K +$206K +1,504 New
MA
611
MKT Advisors
California
$209K +$201K +1,465 New
GS
612
GWN Securities
Florida
$209K +$204K +1,489 New
SMA
613
Sage Mountain Advisors
Georgia
$208K +$2.06K +15 +1%
WAM
614
Weatherly Asset Management
California
$207K +$204K +1,487 New
TW
615
TrinityPoint Wealth
Connecticut
$207K +$204K +1,487 New
CCA
616
Cobblestone Capital Advisors
New York
$207K +$204K +1,486 New
T
617
Tableaux
Massachusetts
$205K +$202K +1,470 New
SAG
618
SageView Advisory Group
California
$205K -$71.8K -523 -26%
CFSG
619
Community Financial Services Group
Vermont
$204K +$201K +1,462 New
RIA
620
Richwood Investment Advisors
Ohio
$203K +$200K +1,460 New
AFA
621
Antonelli Financial Advisors
Michigan
$203K +$200K +1,454 New
CC
622
Courier Capital
New York
$202K +$199K +1,448 New
TIM
623
Tortoise Investment Management
New York
$200K – – –
KFGG
624
Keystone Financial Group (Georgia)
Georgia
$198K +$195K +1,424 New
BA
625
Ballast Advisors
Minnesota
$194K – – –
23 24
25
26 27

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.