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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
AF
701
Advisornet Financial
Minnesota
$34.8K
MJRIC
702
Mogy Joel R Investment Counsel
California
$34.8K +$26.1K +190 +317%
BIM
703
Breakwater Investment Management
Washington
$34.1K
JHCP
704
Jackson Hole Capital Partners
Oklahoma
$34K
NWMP
705
Noble Wealth Management PBC
Colorado
$33.9K +$33.4K +243 New
QCG
706
Quadrant Capital Group
Ohio
$31.8K
T
707
Tidemark
California
$31.8K +$137 +1 +0.4%
FDCP
708
Foster Dykema Cabot & Partners
Massachusetts
$29.4K
T
709
Transce3nd
Texas
$27.2K +$26.8K +195 New
TAM
710
Tucker Asset Management
Colorado
$26.9K
MFC
711
Mechanics Financial Corp
Ohio
$24.9K
BWL
712
Bogart Wealth LLC
Virginia
$24.8K
AF
713
Atala Financial
California
$24.8K +$24.4K +178 New
AIC
714
Archer Investment Corporation
Indiana
$24.5K
MMCM
715
Murphy & Mullick Capital Management
New York
$24.2K +$23.9K +174 New
IWP
716
IAG Wealth Partners
Wisconsin
$23.6K
CYG
717
Clean Yield Group
Vermont
$23.3K
GWANC
718
Guardian Wealth Advisors (North Carolina)
North Carolina
$23.3K +$22.9K +167 New
AEPWM
719
Atlantic Edge Private Wealth Management
Florida
$23K
TSMHT
720
Thurston Springer Miller Herd & Titak
Indiana
$23K
FLP
721
Financial Life Planners
Arizona
$22.9K +$22.6K +165 New
HWA
722
HHM Wealth Advisors
Tennessee
$21.6K
SN
723
Sittner & Nelson
Oregon
$20.6K +$20.3K +148 New
CSWM
724
Cassady Schiller Wealth Management
Ohio
$20.2K
TCM
725
TD Capital Management
Tennessee
$20K

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.