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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
SWP
101
Stratos Wealth Partners
Ohio
$10.5M +$531K +4,177 +6%
QC
102
Quent Capital
New York
$10.3M +$160K +1,256 +2%
GSIS
103
Global Strategic Investment Solutions
Arizona
$10.1M -$678K -5,329 -6%
AWMT
104
AAFMAA Wealth Management & Trust
North Carolina
$9.61M +$5.82M +45,756 +169%
IWM
105
IHT Wealth Management
Illinois
$9.49M +$426K +3,351 +5%
TFS
106
Thoroughbred Financial Services
Tennessee
$9.38M -$146K -1,147 -2%
Allianz Asset Management
107
Allianz Asset Management
Germany
$9.29M +$2.47M +19,400 +38%
BAM
108
BOS Asset Management
Illinois
$9.28M +$745K +5,855 +9%
WA
109
Win Advisors
Florida
$9.27M -$4M -31,427 -31%
CAM
110
Cresset Asset Management
Illinois
$9.18M +$1.1M +8,663 +14%
Creative Planning
111
Creative Planning
Kansas
$9.01M +$111K +872 +1%
CFG
112
Cosner Financial Group
Colorado
$8.88M -$116K -909 -1%
WQ
113
Wealth Quarterback
New Jersey
$8.66M -$3.58M -28,189 -30%
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$8.42M +$8.12M +63,867 New
Comerica Bank
115
Comerica Bank
Texas
$8.39M +$706K +5,555 +10%
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$8.15M -$25.3K -199 -0.3%
SCP
117
Stevens Capital Partners
Nebraska
$8.13M +$9.16K +72 +0.1%
PWM
118
Perigon Wealth Management
California
$8.05M -$331K -2,600 -4%
MWA
119
Motive Wealth Advisors
Michigan
$7.85M
AWM
120
AE Wealth Management
Kansas
$7.74M +$1.48M +11,677 +25%
MSFS
121
Main Street Financial Solutions
Pennsylvania
$7.62M +$302K +2,378 +4%
PWA
122
Phoenix Wealth Advisors
North Carolina
$7.44M +$233K +1,832 +3%
KPWS
123
Kestra Private Wealth Services
Texas
$7.02M -$1.66M -13,029 -20%
Mariner
124
Mariner
Kansas
$6.98M +$377K +2,964 +6%
SWAG
125
Spectrum Wealth Advisory Group
California
$6.73M +$13.9K +109 +0.2%

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.