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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
LCM
776
Logan Capital Management
Pennsylvania
$558 +$549 +4 New
KBFS
777
Kohmann Bosshard Financial Services
Ohio
$279 +$274 +2 New
GLA
778
Good Life Advisors
Pennsylvania
-$5.37M -40,670 Closed
SFS
779
Sowell Financial Services
Arkansas
-$4.04M -30,642 Closed
HOWA
780
Heritage Oak Wealth Advisors
Florida
-$3.87M -29,376 Closed
Prudential Financial
781
Prudential Financial
New Jersey
-$3.2M -24,265 Closed
WWA
782
WCG Wealth Advisors
Nevada
-$1.35M -10,230 Closed
Tudor Investment Corp
783
Tudor Investment Corp
Connecticut
-$406K -3,078 Closed
TCM
784
Traynor Capital Management
Pennsylvania
-$335K -2,542 Closed
FTDI
785
First Trust Direct Indexing
Massachusetts
-$327K -2,477 Closed
CWMS
786
Cannon Wealth Management Services
North Carolina
-$312K -2,364 Closed
BFA
787
Bragg Financial Advisors
North Carolina
-$311K -2,360 Closed
CP
788
Coho Partners
Pennsylvania
-$292K -2,210 Closed
HWP
789
Hibernia Wealth Partners
Louisiana
-$279K -2,118 Closed
EI
790
Ethic Inc
New York
-$240K -2,050 Closed
D.E. Shaw & Co
791
D.E. Shaw & Co
New York
-$257K -1,949 Closed
AFP
792
Alpha Financial Partners
Kentucky
-$230K -1,743 Closed
CC
793
Cypress Capital
Tennessee
-$222K -1,681 Closed
MIA
794
MainStreet Investment Advisors
Illinois
-$211K -1,600 Closed
AWM
795
Apollon Wealth Management
South Carolina
-$210K -1,591 Closed
STA
796
Summit Trail Advisors
New York
-$209K -1,584 Closed
VCA
797
Verdence Capital Advisors
Maryland
-$201K -1,527 Closed
JIP
798
Jaffetilchin Investment Partners
Florida
-$69.8K -529 Closed
NS
799
NBC Securities
Alabama
-$68K -523 Closed
AWA
800
Authentikos Wealth Advisory
California
-$67.8K -514 Closed

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.