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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
VA
151
Vident Advisory
Georgia
$4.31M +$1.15K +9 +0%
PCM
152
Parsons Capital Management
Rhode Island
$4.29M +$8.78K +69 +0.2%
MP
153
McDonald Partners
Ohio
$4.22M
MWA
154
Merkkuri Wealth Advisors
New York
$4.18M +$325K +2,559 +9%
CCM
155
Colorado Capital Management
Colorado
$4.17M -$604K -4,753 -13%
LAS
156
Legacy Advisory Services
Pennsylvania
$4.1M +$121K +953 +3%
SFS
157
Sowell Financial Services
Arkansas
$4.04M -$192K -1,509 -5%
WG
158
Watchman Group
Texas
$4.02M +$66.5K +523 +2%
WP
159
WealthShield Partners
North Carolina
$3.96M +$878K +6,908 +30%
NCM
160
Neumann Capital Management
California
$3.96M +$134K +1,053 +4%
TIAA Trust, National Association
161
TIAA Trust, National Association
North Carolina
$3.91M +$46.9K +369 +1%
BWA
162
Beam Wealth Advisors
Louisiana
$3.9M +$1.03M +8,096 +38%
NWWA
163
New Wave Wealth Advisors
Arkansas
$3.87M -$45.4K -357 -1%
HOWA
164
Heritage Oak Wealth Advisors
Florida
$3.87M +$3.74M +29,376 New
EFS
165
Essex Financial Services
Connecticut
$3.84M -$52.8K -415 -1%
FWM
166
Focused Wealth Management
New York
$3.83M +$63.8K +502 New
WWM
167
Western Wealth Management
Colorado
$3.79M +$107K +845 +3%
FPW
168
Flagship Private Wealth
Massachusetts
$3.75M +$159K +1,253 +5%
CIAS
169
Capital Investment Advisory Services
North Carolina
$3.69M -$160K -1,256 -4%
EWM
170
Endowment Wealth Management
Wisconsin
$3.69M +$343K +2,699 +11%
WAP
171
Wealthcare Advisory Partners
Pennsylvania
$3.68M -$15.5K -122 -0.4%
PTC
172
Private Trust Company
Ohio
$3.68M -$63.8K -502 -2%
AL
173
Aspiriant LLC
California
$3.67M +$4.45K +35 +0.1%
GP
174
Greenline Partners
New York
$3.64M
MFG
175
MidWestOne Financial Group
Iowa
$3.48M -$676K -5,319 -17%

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.