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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
PW
126
Peninsula Wealth
California
$6.42M -$382K -3,006 -6%
M&T Bank
127
M&T Bank
New York
$6.39M -$442K -3,473 -7%
IA
128
IFG Advisory
Georgia
$5.88M +$673K +5,296 +13%
CCM
129
Coldstream Capital Management
Washington
$5.7M -$141K -1,105 -2%
WHG
130
Westwood Holdings Group
Texas
$5.69M -$90.8K -714 -2%
FFG
131
Foundry Financial Group
New Hampshire
$5.47M +$44.3K +348 +0.8%
GLA
132
Good Life Advisors
Pennsylvania
$5.37M +$2.7M +21,246 +109%
Lido Advisors
133
Lido Advisors
California
$5.31M +$29K +228 +0.6%
RWA
134
Redhawk Wealth Advisors
Minnesota
$5.28M -$185K -1,458 -4%
RA
135
RFG Advisory
Alabama
$5.28M +$494K +3,886 +11%
NA
136
NewEdge Advisors
Louisiana
$5.27M +$929K +7,304 +22%
1WM
137
1900 Wealth Management
Texas
$5.24M -$539K -4,239 -10%
TPCW
138
TD Private Client Wealth
New York
$5.13M +$16.9K +133 +0.3%
GRP
139
Global Retirement Partners
California
$5.06M -$1.69M -13,280 -26%
IAS
140
Investment Advisory Services
Texas
$5.04M +$165K +1,300 +4%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$4.99M -$98.9K -778 -2%
FHC
142
First Heartland Consultants
Missouri
$4.95M -$100K -786 -2%
AWS
143
Atria Wealth Solutions
New York
$4.92M +$716K +5,631 +18%
AWM
144
Able Wealth Management
New Jersey
$4.92M +$15.1K +119 +0.3%
US Bancorp
145
US Bancorp
Minnesota
$4.9M -$55.7K -438 -1%
TPW
146
Transatlantique Private Wealth
New York
$4.84M +$526K +4,140 +13%
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
$4.81M +$194K +1,523 +4%
CA
148
Cornerstone Advisory
Maryland
$4.61M +$104K +821 +2%
WPWM
149
Windward Private Wealth Management
Kansas
$4.46M -$51.4K -404 -1%
SFPG
150
Stonebridge Financial Planning Group
Florida
$4.35M -$8.52K -67 -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.