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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
SWAG
126
Spectrum Wealth Advisory Group
California
$7.07M -$42.4K -309 -0.6%
PWA
127
Phoenix Wealth Advisors
North Carolina
$7.04M -$811K -5,908 -10%
LSL
128
Legacy Solutions LLC
Pennsylvania
$7.01M +$6.91M +50,324 New
BNMT
129
Bawa N Mallick Trust
New York
$6.99M +$6.88M +50,130 New
GRP
130
Global Retirement Partners
California
$6.98M +$1.6M +11,667 +30%
AWS
131
Atria Wealth Solutions
New York
$6.42M +$1.2M +8,740 +23%
WHG
132
Westwood Holdings Group
Texas
$6M -$17.4K -127 -0.3%
CCM
133
Coldstream Capital Management
Washington
$5.89M -$132K -964 -2%
NA
134
NewEdge Advisors
Louisiana
$5.75M +$179K +1,303 +3%
Lido Advisors
135
Lido Advisors
California
$5.74M +$128K +936 +2%
FFG
136
Foundry Financial Group
New Hampshire
$5.63M -$147K -1,070 -3%
TPCW
137
TD Private Client Wealth
New York
$5.59M +$172K +1,256 +3%
RWA
138
Redhawk Wealth Advisors
Minnesota
$5.52M -$57.4K -418 -1%
TPW
139
Transatlantique Private Wealth
New York
$5.52M +$397K +2,891 +8%
1WM
140
1900 Wealth Management
Texas
$5.51M -$31.8K -232 -0.6%
IAS
141
Investment Advisory Services
Texas
$5.47M +$134K +978 +3%
RA
142
RFG Advisory
Alabama
$5.45M -$117K -853 -2%
AWM
143
Able Wealth Management
New Jersey
$5.41M +$209K +1,522 +4%
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$5.28M +$4.67K +34 +0.1%
FHC
145
First Heartland Consultants
Missouri
$5.27M +$44.9K +327 +0.9%
CA
146
Cornerstone Advisory
Maryland
$5.12M +$15.2K +111 +0.3%
CM
147
Columbus Macro
Pennsylvania
$5.12M +$1.68M +12,234 +50%
Two Sigma Investments
148
Two Sigma Investments
New York
$5M -$27.1M -197,800 -85%
M&T Bank
149
M&T Bank
New York
$5M -$1.73M -12,573 -26%
US Bancorp
150
US Bancorp
Minnesota
$4.91M -$260K -1,892 -5%

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.