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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
EWM
676
EPG Wealth Management
Georgia
$5.94K +$5.72K +45 New
BNP Paribas Financial Markets
677
BNP Paribas Financial Markets
France
$5.8K +$5.59K +44 New
GJIA
678
Glass Jacobson Investment Advisors
Maryland
$5.54K +$5.34K +42 New
OFG
679
Oxford Financial Group
Indiana
$5.28K
FIM
680
FWL Investment Management
Texas
$4.75K +$4.58K +36 New
HGA
681
Hobbs Group Advisors
South Carolina
$4.4K
CAS
682
Coppell Advisory Solutions
Texas
$4.07K +$3.94K +31 New
BL
683
Balentine LLC
Georgia
$3.96K
CSB
684
City State Bank
Iowa
$3.96K
IF
685
Integrity Financial
Wyoming
$3.69K
WOSD
686
WFA of San Diego
California
$3.17K
RIA
687
Realta Investment Advisors
Delaware
$2.96K -$98.7K -776 -97%
FMII
688
Farmers & Merchants Investments Inc
Nebraska
$2.64K
GWS
689
Glassman Wealth Services
Virginia
$2.64K
LWANC
690
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.11K +$2.04K +16 New
VNA
691
Valley National Advisers
Pennsylvania
$2K
PIP
692
Peachtree Investment Partners
Florida
$1.98K +$1.91K +15 New
TRCT
693
Tower Research Capital (TRC)
New York
$1.85K -$45.9K -361 -96%
CPA
694
Capital Performance Advisors
California
$1.72K +$1.65K +13 New
TFA
695
Transamerica Financial Advisors
Florida
$1K +$509 +4 New
TAM
696
Townsend Asset Management
North Carolina
$923
DAM
697
Delta Asset Management
Tennessee
$682
SFC
698
Strategic Financial Concepts
Texas
-$101K -169,409 Closed
RCS
699
Retirement Capital Strategies
California
-$4.49M -35,244 Closed
Marshall Wace
700
Marshall Wace
United Kingdom
-$2.69M -21,116 Closed

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.