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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
ACA
626
Aptus Capital Advisors
Alabama
$194K +$73.7K +537 +63%
VWA
627
VSM Wealth Advisory
Maryland
$185K +$182K +1,327 New
EWA
628
EverSource Wealth Advisors
Alabama
$180K +$8.37K +61 +5%
FWM
629
FLP Wealth Management
Arkansas
$179K +$176K +1,283 New
CAL
630
Capital Analysts LLC
Pennsylvania
$178K -$2.06K -15 -1%
AIM
631
Acropolis Investment Management
Missouri
$176K
CF
632
Centaurus Financial
California
$170K
FF
633
Finley Financial
Nevada
$167K +$162K +1,180 New
FHA
634
First Horizon Advisors
Tennessee
$165K +$5.63K +41 +4%
LOIP
635
Live Oak Investment Partners
Texas
$154K
SWM
636
Sanctuary Wealth Management
Idaho
$150K
S
637
Sachetta
Massachusetts
$146K -$15.1K -110 -9%
FNWA
638
Financial Network Wealth Advisors
Utah
$141K
PPC
639
Park Place Capital
Alabama
$130K +$274 +2 +0.2%
AA
640
Addison Advisors
Vermont
$130K
MSS
641
Mitchell Sinkler & Starr
Pennsylvania
$128K
PA
642
PSI Advisors
Florida
$119K -$3.98K -29 -3%
LFG
643
Larson Financial Group
Missouri
$119K +$19.8K +144 +20%
CF
644
Collier Financial
Colorado
$119K +$117K +852 New
JGIA
645
Jackson Grant Investment Advisers
Connecticut
$118K
TFGT
646
TS Financial Group (TSFG)
Illinois
$116K
GWSG
647
GPS Wealth Strategies Group
Colorado
$114K +$40.8K +297 +57%
SC
648
SouthState Corp
Florida
$109K
HFS
649
Hantz Financial Services
Michigan
$103K +$101K +737 New
BONH
650
Bank of New Hampshire
New Hampshire
$90.6K

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.