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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
Envestnet Portfolio Solutions
701
Envestnet Portfolio Solutions
Illinois
-$2.2M -17,267 Closed
Renaissance Technologies
702
Renaissance Technologies
New York
-$1.7M -13,300 Closed
WFA
703
Wellspring Financial Advisors
Ohio
-$1.11M -8,702 Closed
SA
704
SpiderRock Advisors
Delaware
-$625K -4,900 Closed
SW
705
Simplicity Wealth
New Jersey
-$540K -4,233 Closed
ECA
706
Elevation Capital Advisory
Oregon
-$306K -2,403 Closed
EGM
707
Engineers Gate Manager
New York
-$284K -2,231 Closed
EFG
708
Embree Financial Group
Illinois
-$259K -2,035 Closed
SOS
709
Silver Oak Securities
Tennessee
-$248K -1,945 Closed
PA
710
Pinnacle Associates
New York
-$242K -1,895 Closed
AWM
711
Accurate Wealth Management
Florida
-$250K -1,892 Closed
RWM
712
Ritholtz Wealth Management
New York
-$222K -1,740 Closed
SDWMA
713
Schneider Downs Wealth Management Advisors
Pennsylvania
-$215K -1,686 Closed
SI
714
Stephens Inc
Arkansas
-$206K -1,614 Closed
WAM
715
Weatherly Asset Management
California
-$204K -1,602 Closed
CCA
716
Cobblestone Capital Advisors
New York
-$202K -1,586 Closed
GCWM
717
Graham Capital Wealth Management
District of Columbia
-$202K -1,583 Closed
RIA
718
Regal Investment Advisors
Michigan
-$201K -1,578 Closed
ATPW
719
Ashton Thomas Private Wealth
Arizona
-$161K -1,263 Closed
IAIM
720
International Assets Investment Management
Florida
-$118K -922 Closed
NFSG
721
Newbridge Financial Services Group
Florida
-$107K -836 Closed
GI
722
Gradient Investments
Minnesota
-$84K -659 Closed
RWMG
723
Redwood Wealth Management Group
New Jersey
-$42.5K -333 Closed
UWS
724
Unique Wealth Strategies
Illinois
-$22.2K -189 Closed
GGI
725
Godsey & Gibb Inc
Virginia
-$20.9K -164 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.