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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
WHCFA
201
William Howard & Co Financial Advisors
Tennessee
$3.15M
Mercer Global Advisors
202
Mercer Global Advisors
Colorado
$3.06M -$160K -1,167 -5%
PD
203
Planning Directions
Pennsylvania
$3.04M -$70.8K -516 -2%
SFO
204
Stokes Family Office
Louisiana
$3.02M +$157K +1,145 +6%
RWA
205
Rooted Wealth Advisors
Illinois
$3M +$13K +95 +0.4%
KAM
206
Knightsbridge Asset Management
California
$2.99M +$24.8K +181 +0.9%
EW
207
Evoke Wealth
California
$2.94M -$12.6K -92 -0.4%
MFG
208
MidWestOne Financial Group
Iowa
$2.89M -$776K -5,656 -21%
IC
209
IEQ Capital
California
$2.81M +$10.6K +77 +0.4%
HCM
210
Hollencrest Capital Management
California
$2.79M -$245K -1,785 -8%
P
211
&Partners
Tennessee
$2.76M +$1M +7,317 +60%
Northern Trust
212
Northern Trust
Illinois
$2.72M -$35K -255 -1%
TW
213
Traveka Wealth
California
$2.7M
LPT
214
Legacy Private Trust
Wisconsin
$2.69M
ES
215
Eagle Strategies
New York
$2.61M +$6.86K +50 +0.3%
TWM
216
TriaGen Wealth Management
California
$2.55M -$2.61K -19 -0.1%
M
217
MATAURO
New York
$2.54M +$2.5M +18,210 New
QCM
218
Quantinno Capital Management
New York
$2.53M +$14.3K +104 +0.6%
BPA
219
Beacon Pointe Advisors
California
$2.5M -$120K -876 -5%
JPWM
220
Jamison Private Wealth Management
Georgia
$2.44M +$40.2K +293 +2%
CG
221
Caprock Group
Idaho
$2.43M +$137 +1 +0%
SPC
222
Sigma Planning Corp
Michigan
$2.36M +$190K +1,382 +9%
TCA
223
Transcend Capital Advisors
New Jersey
$2.3M +$323K +2,357 +17%
CFA
224
Cahill Financial Advisors
Minnesota
$2.29M +$18.1K +132 +0.8%
PAS
225
Park Avenue Securities
New York
$2.24M +$271K +1,973 +14%

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.