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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
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$11.8M -$875K -6,374 -7%
QC
102
Quent Capital
New York
$11.5M +$681K +4,960 +6%
Goldman Sachs
103
Goldman Sachs
New York
$11.3M -$2.5M -18,196 -18%
SWP
104
Stratos Wealth Partners
Ohio
$10.8M -$232K -1,688 -2%
IWM
105
IHT Wealth Management
Illinois
$10.8M +$739K +5,386 +7%
Allianz Asset Management
106
Allianz Asset Management
Germany
$10.7M +$914K +6,660 +9%
AWMT
107
AAFMAA Wealth Management & Trust
North Carolina
$10.4M +$195K +1,419 +2%
TFS
108
Thoroughbred Financial Services
Tennessee
$9.83M -$75.9K -553 -0.8%
CFG
109
Cosner Financial Group
Colorado
$9.82M +$428K +3,122 +5%
Creative Planning
110
Creative Planning
Kansas
$9.62M +$103K +747 +1%
BAM
111
BOS Asset Management
Illinois
$9.59M -$213K -1,555 -2%
WQ
112
Wealth Quarterback
New Jersey
$9.58M +$433K +3,154 +5%
Comerica Bank
113
Comerica Bank
Texas
$9.55M +$675K +4,917 +8%
KPWS
114
Kestra Private Wealth Services
Texas
$9.53M +$2.08M +15,141 +28%
AAS
115
Ameritas Advisory Services
Nebraska
$9.48M +$7.72M +56,228 +476%
GSIS
116
Global Strategic Investment Solutions
Arizona
$9.46M -$1.22M -8,881 -12%
Charles Schwab
117
Charles Schwab
California
$9.14M -$3.71M -27,029 -29%
SCP
118
Stevens Capital Partners
Nebraska
$8.46M -$132K -962 -2%
PWM
119
Perigon Wealth Management
California
$8.45M -$134K -977 -2%
CAM
120
Cresset Asset Management
Illinois
$8.41M -$1.27M -9,219 -13%
MSFS
121
Main Street Financial Solutions
Pennsylvania
$8.15M +$94.8K +691 +1%
MWA
122
Motive Wealth Advisors
Michigan
$8.07M -$511K -3,724 -6%
Mariner
123
Mariner
Kansas
$7.89M +$505K +3,678 +7%
IA
124
IFG Advisory
Georgia
$7.88M +$1.64M +11,944 +27%
PW
125
Peninsula Wealth
California
$7.14M +$424K +3,088 +6%

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.