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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
WAP
176
Wealthcare Advisory Partners
Pennsylvania
$3.84M -$54.8K -399 -1%
RP
177
Riverbridge Partners
Minnesota
$3.82M +$2.23M +16,272 +146%
BWA
178
Beam Wealth Advisors
Louisiana
$3.75M -$365K -2,662 -9%
Westfield Capital Management
179
Westfield Capital Management
Massachusetts
$3.73M +$3.68M +26,796 New
Thrivent Financial for Lutherans
180
Thrivent Financial for Lutherans
Minnesota
$3.72M +$103K +750 +3%
CIAS
181
Capital Investment Advisory Services
North Carolina
$3.71M -$188K -1,367 -5%
JFG
182
JMG Financial Group
Illinois
$3.65M
HWM
183
HB Wealth Management
Georgia
$3.62M +$195K +1,424 +6%
CCM
184
Colorado Capital Management
Colorado
$3.62M -$767K -5,590 -18%
FCI
185
Financial Counselors Inc
Kansas
$3.6M +$185K +1,348 +5%
PTC
186
Private Trust Company
Ohio
$3.58M -$300K -2,183 -8%
WG
187
Watchman Group
Texas
$3.57M -$671K -4,891 -16%
Renaissance Technologies
188
Renaissance Technologies
New York
$3.55M +$3.5M +25,500 New
IAN
189
Integrated Advisors Network
Texas
$3.51M +$1.06M +7,743 +44%
B
190
Bailard
California
$3.49M -$177K -1,292 -5%
CPIA
191
Cornell Pochily Investment Advisors
New York
$3.49M +$230K +1,679 +7%
DADC
192
D.A. Davidson & Co
Montana
$3.42M +$322K +2,347 +11%
GC
193
Garde Capital
Washington
$3.4M
CTC
194
Central Trust Company
Missouri
$3.36M -$5.49K -40 -0.2%
SSWG
195
Seven Springs Wealth Group
Tennessee
$3.34M -$124K -907 -4%
OFG
196
Omega Financial Group
California
$3.32M -$61.5K -448 -2%
AWM
197
AE Wealth Management
Kansas
$3.28M -$4.82M -35,084 -60%
GVAG
198
Great Valley Advisor Group
Delaware
$3.21M -$54.8K -399 -2%
IFG
199
Independent Financial Group
California
$3.2M -$23.1K -168 -0.7%
WP
200
WealthShield Partners
North Carolina
$3.15M -$1.02M -7,419 -25%

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.