We are live on ! Find out more
IUSG icon

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
AWA
76
Amplius Wealth Advisors
Pennsylvania
$15.6M -$139K -1,094 -0.9%
NAMNJ
77
NorthStar Asset Management (New Jersey)
New Jersey
$15M +$949K +7,463 +7%
VFPW
78
Vantage Financial Partners (Wisconsin)
Wisconsin
$14.7M +$503K +3,958 +4%
CWA
79
Canvas Wealth Advisors
Kansas
$14.2M -$186K -1,464 -1%
RWPA
80
Richard W. Paul & Associates
Michigan
$14.2M -$94K -739 -0.7%
BWM
81
Birchcreek Wealth Management
Ohio
$13.7M -$20.7K -163 -0.2%
Goldman Sachs
82
Goldman Sachs
New York
$13.1M +$2.15M +16,935 +21%
VA
83
Valmark Advisers
Ohio
$13.1M +$5.51M +43,338 +78%
Wealth Enhancement Advisory Services
84
Wealth Enhancement Advisory Services
Minnesota
$13M -$173K -1,360 -1%
PIAS
85
PCA Investment Advisory Services
Ohio
$12.7M +$45.4K +357 +0.4%
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$12.5M -$685K -5,389 -5%
IWMWV
87
Ironwood Wealth Management (West Virginia)
West Virginia
$12.5M -$237K -1,865 -2%
EWA
88
ERTS Wealth Advisors
Michigan
$12.4M -$7.8M -61,360 -39%
UCFA
89
United Capital Financial Advisors
Texas
$12.3M -$387K -3,040 -3%
Truist Financial
90
Truist Financial
North Carolina
$12.2M -$2.09M -16,396 -15%
Charles Schwab
91
Charles Schwab
California
$12.2M -$18.2M -143,466 -61%
CIA
92
Concurrent Investment Advisors
Florida
$12.2M -$71.5K -562 -0.6%
GFG
93
Goldstone Financial Group
Illinois
$12.1M +$876K +6,888 +8%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$12M -$1.84M -14,446 -14%
BC
95
Brio Consultants
California
$11.9M +$796K +6,262 +7%
OIA
96
OneDigital Investment Advisors
Kansas
$11.9M -$9.16K -72 -0.1%
FC
97
Financial Council
Maryland
$11.7M -$88.5K -696 -0.8%
Kayne Anderson Rudnick Investment Management
98
Kayne Anderson Rudnick Investment Management
California
$11.6M +$50.2K +395 +0.5%
FFS
99
Founders Financial Securities
Maryland
$10.7M -$737K -5,798 -7%
HI
100
Horizon Investments
North Carolina
$10.6M -$692K -5,438 -6%

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.