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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
NFSG
651
Newbridge Financial Services Group
Florida
$88.7K +$87.4K +637 New
CA
652
CoreCap Advisors
Michigan
$86.8K +$47.6K +347 +126%
CWP
653
Concord Wealth Partners
Virginia
$83.9K +$137 +1 +0.2%
Q1WB
654
Quest 10 Wealth Builders
Virginia
$83.7K +$82.5K +601 New
WTC
655
WhitTier Trust Company
Nevada
$83.3K
EF
656
Empowered Funds
Pennsylvania
$82.9K +$81.7K +595 New
AAG
657
Armstrong Advisory Group
Massachusetts
$81.8K +$80.6K +587 New
AT
658
Arlington Trust
Alabama
$76.1K
BF
659
BOK Financial
Oklahoma
$74.1K
MIM
660
MTM Investment Management
South Carolina
$73.9K
FFA
661
Founders Financial Alliance
North Carolina
$73.4K +$137 +1 +0.2%
FC
662
Fairscale Capital
New Hampshire
$72.3K
RF
663
Roxbury Financial
New Jersey
$68.3K +$67.4K +491 New
SRCM
664
Signature Resources Capital Management
California
$67.3K
MBFW
665
Morton Brown Family Wealth
Pennsylvania
$65.6K
CPG
666
Cornerstone Planning Group
New Jersey
$65.2K
EW
667
Element Wealth
Mississippi
$64K +$2.75K +20 +5%
MSFP
668
Mark Sheptoff Financial Planning
Connecticut
$63.7K
PCFFS
669
Pacific Center for Financial Services
California
$61.6K
RF
670
Robinswood Financial
Washington
$61.6K -$2.47K -18 -4%
Russell Investments Group
671
Russell Investments Group
United Kingdom
$56.9K -$2.88K -21 -5%
MPCG
672
Matrix Private Capital Group
New York
$55.7K
AWM
673
Activest Wealth Management
Florida
$55.2K
PP
674
Pacifica Partners
Canada
$55K
WAS
675
Winch Advisory Services
Wisconsin
$53.5K

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.