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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
Northern Trust
201
Northern Trust
Illinois
$2.6M -$688K -5,411 -22%
TW
202
Traveka Wealth
California
$2.56M +$29.1K +229 +1%
LPT
203
Legacy Private Trust
Wisconsin
$2.55M
BPA
204
Beacon Pointe Advisors
California
$2.48M -$68.4K -538 -3%
ES
205
Eagle Strategies
New York
$2.47M -$17.4K -137 -0.7%
TWM
206
TriaGen Wealth Management
California
$2.41M -$3.81K -30 -0.2%
QCM
207
Quantinno Capital Management
New York
$2.38M
CG
208
Caprock Group
Idaho
$2.3M +$14K +110 +0.6%
IAN
209
Integrated Advisors Network
Texas
$2.3M -$985K -7,743 -31%
JPWM
210
Jamison Private Wealth Management
Georgia
$2.27M +$80.2K +631 +4%
CFA
211
Cahill Financial Advisors
Minnesota
$2.15M +$129K +1,017 +7%
PWA
212
Provenance Wealth Advisors
Florida
$2.1M
SIC
213
Sterling Investment Counsel
New York
$2.1M +$288K +2,264 +17%
CPIG
214
Chicago Partners Investment Group
Illinois
$2.09M -$105K -822 -5%
ACA
215
Ackerman Capital Advisors
Texas
$2.07M -$2.92K -23 -0.1%
SFG
216
Sovereign Financial Group
Connecticut
$2.06M -$186K -1,459 -9%
SPC
217
Sigma Planning Corp
Michigan
$2.05M -$28.9K -227 -1%
SFA
218
Sequoia Financial Advisors
Ohio
$2.04M +$15K +118 +0.8%
PA
219
PFG Advisors
Arizona
$2.02M +$26.8K +211 +1%
PFS
220
Prospera Financial Services
Texas
$2.01M +$30.4K +239 +2%
TWC
221
TD Waterhouse Canada
Ontario, Canada
$1.94M +$117K +923 +7%
TCA
222
Transcend Capital Advisors
New Jersey
$1.87M +$93.2K +733 +5%
EWA
223
EP Wealth Advisors
California
$1.86M -$127 -1 -0%
PAS
224
Park Avenue Securities
New York
$1.86M +$479K +3,767 +37%
LAS
225
Lloyd Advisory Services
Georgia
$1.84M +$1.77M +13,947 New

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.