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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
AWM
726
Angeles Wealth Management
California
$19.6K
FRA
727
Front Row Advisors
California
$19.4K
AWM
728
AllSquare Wealth Management
New York
$19.4K
CFD
729
Creative Financial Designs
Indiana
$18.3K -$11.1K -81 -38%
FM
730
Family Management
New York
$18.3K
MEG
731
Millstone Evans Group
Colorado
$16.3K +$16.1K +117 New
CAL
732
Capital Advisors Ltd
Ohio
$16K
DFA
733
DHJJ Financial Advisors
Illinois
$14.9K
AIM
734
Arcadia Investment Management
Michigan
$13.9K
SMAM
735
Sugar Maple Asset Management
Wisconsin
$13.9K +$13.7K +100 New
WWP
736
WR Wealth Planners
Missouri
$13K
PMFA
737
Plante Moran Financial Advisors
Michigan
$12.4K -$44.6K -325 -79%
HGERS
738
Householder Group Estate & Retirement Specialist
Arizona
$12K -$226K -1,648 -95%
CFG
739
Chapman Financial Group
Hawaii
$12K +$11.8K +86 New
RFA
740
Reyes Financial Architecture
California
$10.9K +$10.7K +78 New
CPL
741
Capital & Planning LLC
Georgia
$10.2K +$10K +73 New
TFM
742
TFC Financial Management
Massachusetts
$9.95K
HIA
743
Harbor Investment Advisory
Maryland
$9.34K
TCOV
744
Trust Company of Vermont
Vermont
$9.34K +$9.2K +67 New
FWA
745
FSC Wealth Advisors
New York
$8.59K
BNP Paribas Financial Markets
746
BNP Paribas Financial Markets
France
$8.5K +$2.33K +17 +39%
CSC
747
Caldwell Sutter Capital
California
$8.08K
CBT
748
Crews Bank & Trust
Florida
$7.11K +$7K +51 New
PFA
749
Pathway Financial Advisers
Indiana
$6.85K +$137 +1 +2%
HCP
750
Hexagon Capital Partners
Arkansas
$6.83K +$6.72K +49 New

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.