We are live on ! Find out more
IUSG icon

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
EWM
751
EPG Wealth Management
Georgia
$6.27K
GJIA
752
Glass Jacobson Investment Advisors
Maryland
$5.85K
WPA
753
West Paces Advisors
Georgia
$5.85K +$5.76K +42 New
PG
754
Proffitt & Goodson
Tennessee
$5.71K +$5.63K +41 New
PMIM
755
Prudent Man Investment Management
Colorado
$5.43K +$5.35K +39 New
CAWM
756
Capital A Wealth Management
Pennsylvania
$5.29K +$5.21K +38 New
FIM
757
FWL Investment Management
Texas
$5.02K
TRCT
758
Tower Research Capital (TRC)
New York
$4.32K +$2.33K +17 +121%
CSB
759
City State Bank
Iowa
$4.18K
IF
760
Integrity Financial
Wyoming
$3.9K
RTL
761
Red Tortoise LLC
Georgia
$3.55K +$3.43K +25 New
PA
762
Pineridge Advisors
Missouri
$3.49K -$26.8K -195 -89%
LIS
763
Legacy Investment Solutions
Idaho
$3.44K -$6.86K -50 -68%
LWMI
764
Legacy Wealth Management (Idaho)
Idaho
$3.44K -$6.86K -50 -68%
RIA
765
Realta Investment Advisors
Delaware
$3.12K
CPBTD
766
Central Pacific Bank - Trust Division
Hawaii
$3.07K +$3.02K +22 New
FMII
767
Farmers & Merchants Investments Inc
Nebraska
$2.79K
GWS
768
Glassman Wealth Services
Virginia
$2.79K
CTA
769
Colonial Trust Advisors
South Carolina
$2.36K +$2.33K +17 New
LWANC
770
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.23K
PIP
771
Peachtree Investment Partners
Florida
$2.09K
VNA
772
Valley National Advisers
Pennsylvania
$2K
TFA
773
Transamerica Financial Advisors
Florida
$1K
TAM
774
Townsend Asset Management
North Carolina
$975
DAM
775
Delta Asset Management
Tennessee
$720

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.