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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
CP
626
Castleview Partners
Texas
$38.3K
GI
627
GAMMA Investing
California
$38.1K
National Bank of Canada
628
National Bank of Canada
Quebec, Canada
$37.6K
MFT
629
Moisand Fitzgerald Tamayo
Florida
$37.5K +$36.1K +284 New
CA
630
CoreCap Advisors
Michigan
$36.4K +$35.1K +276 New
NRG
631
Nemes Rush Group
Michigan
$36.3K
FWP
632
FAS Wealth Partners
Kansas
$35.2K
MG
633
Mather Group
Illinois
$35K -$15.9K -125 -32%
VWM
634
Venturi Wealth Management
Texas
$33.2K +$26.3K +207 +460%
AF
635
Advisornet Financial
Minnesota
$33K
BIM
636
Breakwater Investment Management
Washington
$32.3K
JHCP
637
Jackson Hole Capital Partners
Oklahoma
$32.2K
VCM
638
Viewpoint Capital Management
Washington
$30.4K -$63.8K -502 -68%
QCG
639
Quadrant Capital Group
Ohio
$30.1K
T
640
Tidemark
California
$30K
PA
641
Pineridge Advisors
Missouri
$29K +$23.7K +186 +547%
CFD
642
Creative Financial Designs
Indiana
$28K
FDCP
643
Foster Dykema Cabot & Partners
Massachusetts
$27.8K
TAM
644
Tucker Asset Management
Colorado
$25.5K +$13.5K +106 +122%
MFC
645
Mechanics Financial Corp
Ohio
$23.6K
BWL
646
Bogart Wealth LLC
Virginia
$23.5K +$15.4K +121 +212%
AIC
647
Archer Investment Corporation
Indiana
$23.2K
IWP
648
IAG Wealth Partners
Wisconsin
$22.3K
BCMLT
649
Beacon Capital Management LLC (Tennessee)
Tennessee
$22.2K +$21.4K +168 New
CYG
650
Clean Yield Group
Vermont
$22K -$14.4K -113 -40%

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.