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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
Janney Montgomery Scott
151
Janney Montgomery Scott
Pennsylvania
$4.62M -$458K -3,335 -9%
MWA
152
Merkkuri Wealth Advisors
New York
$4.54M +$125K +913 +3%
SFPG
153
Stonebridge Financial Planning Group
Florida
$4.49M -$102K -743 -2%
Citadel Advisors
154
Citadel Advisors
Florida
$4.49M +$4.42M +32,191 New
WA
155
Win Advisors
Florida
$4.48M -$5.23M -38,117 -54%
PCM
156
Parsons Capital Management
Rhode Island
$4.48M -$53.3K -388 -1%
MP
157
McDonald Partners
Ohio
$4.46M
VA
158
Vident Advisory
Georgia
$4.42M -$135K -987 -3%
WPWM
159
Windward Private Wealth Management
Kansas
$4.39M -$308K -2,244 -7%
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$4.39M -$4.21M -30,647 -49%
ClearBridge Investments
161
ClearBridge Investments
New York
$4.37M +$3.26M +23,746 +312%
EWM
162
Endowment Wealth Management
Wisconsin
$4.31M +$414K +3,018 +11%
AAP
163
Arax Advisory Partners
Colorado
$4.28M +$4.08M +29,718 +2,914%
LAS
164
Legacy Advisory Services
Pennsylvania
$4.27M -$59.8K -436 -1%
NWWA
165
New Wave Wealth Advisors
Arkansas
$4.24M +$144K +1,052 +4%
NCM
166
Neumann Capital Management
California
$4.18M +$1.92K +14 +0%
EFS
167
Essex Financial Services
Connecticut
$4.14M +$166K +1,207 +4%
TIAA Trust, National Association
168
TIAA Trust, National Association
North Carolina
$4.05M -$70.5K -514 -2%
IAA
169
Independent Advisor Alliance
North Carolina
$4.03M +$3.97M +28,919 New
AssetMark Inc
170
AssetMark Inc
California
$4M +$3.88M +28,239 +6,374%
WWM
171
Western Wealth Management
Colorado
$3.98M -$23.5K -171 -0.6%
FPW
172
Flagship Private Wealth
Massachusetts
$3.96M -$1.92K -14 -0%
GSWM
173
Golden State Wealth Management
California
$3.88M +$3.82M +27,847 New
AL
174
Aspiriant LLC
California
$3.87M
GP
175
Greenline Partners
New York
$3.84M

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.