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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
B
176
Bailard
California
$3.48M +$56.1K +441 +2%
JFG
177
JMG Financial Group
Illinois
$3.45M
Thrivent Financial for Lutherans
178
Thrivent Financial for Lutherans
Minnesota
$3.42M -$1.34M -10,527 -29%
SSWG
179
Seven Springs Wealth Group
Tennessee
$3.28M -$37K -291 -1%
CM
180
Columbus Macro
Pennsylvania
$3.26M -$110K -868 -3%
HWM
181
HB Wealth Management
Georgia
$3.24M +$254 +2 +0%
FCI
182
Financial Counselors Inc
Kansas
$3.23M +$130K +1,022 +4%
GC
183
Garde Capital
Washington
$3.22M
OFG
184
Omega Financial Group
California
$3.21M +$157K +1,231 +5%
Prudential Financial
185
Prudential Financial
New Jersey
$3.2M +$27.1K +213 +0.9%
FTUS
186
Flow Traders U.S.
New York
$3.19M +$636K +5,001 +26%
CTC
187
Central Trust Company
Missouri
$3.19M -$1.91K -15 -0.1%
GVAG
188
Great Valley Advisor Group
Delaware
$3.09M +$603K +4,742 +25%
CPIA
189
Cornell Pochily Investment Advisors
New York
$3.08M +$288K +2,261 +11%
IFG
190
Independent Financial Group
California
$3.05M -$68.9K -542 -2%
Mercer Global Advisors
191
Mercer Global Advisors
Colorado
$3.01M +$43.9K +345 +2%
WHCFA
192
William Howard & Co Financial Advisors
Tennessee
$2.98M
PD
193
Planning Directions
Pennsylvania
$2.94M +$61.8K +486 +2%
DADC
194
D.A. Davidson & Co
Montana
$2.93M +$148K +1,163 +6%
HCM
195
Hollencrest Capital Management
California
$2.88M -$381K -2,996 -12%
KAM
196
Knightsbridge Asset Management
California
$2.81M +$52K +409 +2%
EW
197
Evoke Wealth
California
$2.79M +$2.36M +18,597 +724%
RWA
198
Rooted Wealth Advisors
Illinois
$2.78M -$5.86M -46,091 -68%
SFO
199
Stokes Family Office
Louisiana
$2.71M -$39.8K -313 -2%
IC
200
IEQ Capital
California
$2.65M +$124K +977 +5%

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.