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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
BIG
676
Brooklyn Investment Group
New York
$50.7K +$50K +364 New
SIS
677
Sound Income Strategies
Florida
$49.5K
GEA
678
Glen Eagle Advisors
New Jersey
$48.9K
HC
679
Hoese & Co
Minnesota
$46.4K +$45.7K +333 New
BCWM
680
Bartlett & Co Wealth Management
Ohio
$44.9K
GWSA
681
Global Wealth Strategies & Associates
Colorado
$44.6K +$23.3K +170 +113%
ADL
682
Asset Dedication LLC
California
$43.9K
RCM
683
Raleigh Capital Management
North Carolina
$43.9K +$137 +1 +0.3%
AWM
684
Abound Wealth Management
Tennessee
$43.6K
GPFA
685
Game Plan Financial Advisors
Ohio
$43.3K
NRG
686
Nemes Rush Group
Michigan
$43.2K
SFGP
687
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$42.2K +$41.6K +303 New
National Bank of Canada
688
National Bank of Canada
Quebec, Canada
$41.8K +$2.06K +15 +5%
CIA
689
Cape Investment Advisory
Georgia
$40.8K +$40.2K +293 New
CP
690
Castleview Partners
Texas
$40.4K
GI
691
GAMMA Investing
California
$40.3K
LI
692
LRI Investments
Florida
$40.3K
MFT
693
Moisand Fitzgerald Tamayo
Florida
$39.6K
FWP
694
FAS Wealth Partners
Kansas
$37.3K +$137 +1 +0.4%
NP
695
NorthRock Partners
Minnesota
$37.1K -$19.8K -144 -35%
MG
696
Mather Group
Illinois
$36.9K
VWM
697
Vermillion Wealth Management
Minnesota
$36.6K +$36K +262 New
WTFG
698
Wood Tarver Financial Group
Idaho
$36K +$36.4K +265 New
AG
699
AmeriFlex Group
Nevada
$35.6K +$34.2K +249 New
VWM
700
Venturi Wealth Management
Texas
$35.1K

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.