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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
Bank of America
1
Bank of America
North Carolina
$5.17B +$152M +1,193,127 +3%
LPL Financial
2
LPL Financial
California
$1.96B +$11.7M +91,725 +0.6%
Morgan Stanley
3
Morgan Stanley
New York
$1.73B +$35.1M +275,954 +2%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$929M +$30M +235,683 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$285M +$12.4M +97,711 +5%
BTI
6
Blue Trust Inc
Georgia
$186M +$142K +1,113 +0.1%
JP Morgan Chase
7
JP Morgan Chase
New York
$177M +$9.78M +76,917 +6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$176M -$4.75M -37,379 -3%
UBS Group
9
UBS Group
Switzerland
$172M +$144K +1,133 +0.1%
FWI
10
Facet Wealth Inc
Maryland
$141M +$5.04M +39,643 +4%
Wells Fargo
11
Wells Fargo
California
$137M +$1.39M +10,910 +1%
KIM
12
Kestra Investment Management
Texas
$111M +$10.7M +84,236 +11%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$104M -$5.9M -46,430 -6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$99.4M +$3.96M +31,173 +4%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$96.7M -$342K -2,693 -0.4%
CFG
16
Citizens Financial Group
Rhode Island
$89.5M +$4.24M +33,346 +5%
Ameriprise
17
Ameriprise
Minnesota
$89.4M +$13.2M +104,045 +18%
RJA
18
Raymond James & Associates
Florida
$79.9M -$2.4M -18,854 -3%
BEI
19
Benjamin Edwards Inc
Missouri
$79M +$75.4M +593,144 +10,091%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$78.3M -$11.3M -89,221 -13%
HighTower Advisors
21
HighTower Advisors
Illinois
$74.1M -$170K -1,339 -0.2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$73.3M -$1.57M -12,369 -2%
Corient Private Wealth
23
Corient Private Wealth
Florida
$71.2M +$7.27M +57,151 +12%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$67.5M -$1.7M -13,355 -3%
Legacy Financial Group (Iowa)
25
Legacy Financial Group (Iowa)
Iowa
$65M +$97.7K +768 +0.2%

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.