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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
Bank of America
1
Bank of America
North Carolina
$5.5B +$39.5M +287,793 +0.7%
LPL Financial
2
LPL Financial
California
$2.13B +$58.4M +425,195 +3%
Morgan Stanley
3
Morgan Stanley
New York
$1.81B -$15.6M -113,372 -0.9%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$877M -$108M -787,536 -11%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$283M -$17.5M -127,617 -6%
BTI
6
Blue Trust Inc
Georgia
$269M +$65.2M +474,923 +33%
JP Morgan Chase
7
JP Morgan Chase
New York
$200M +$13M +94,755 +7%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$189M +$3.15M +22,928 +2%
UBS Group
9
UBS Group
Switzerland
$180M -$1.91M -13,889 -1%
Raymond James Financial
10
Raymond James Financial
Florida
$177M +$174M +1,270,791 New
Wells Fargo
11
Wells Fargo
California
$155M +$10M +73,197 +7%
KIM
12
Kestra Investment Management
Texas
$122M +$4.62M +33,693 +4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$121M +$16.1M +117,444 +16%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$108M -$2.19M -15,956 -2%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$102M -$783K -5,708 -0.8%
FWI
16
Facet Wealth Inc
Maryland
$100M -$51M -371,296 -35%
Ameriprise
17
Ameriprise
Minnesota
$99.3M +$4.63M +33,710 +5%
CFG
18
Citizens Financial Group
Rhode Island
$92.9M -$1.64M -11,924 -2%
BEI
19
Benjamin Edwards Inc
Missouri
$86.5M +$2.97M +21,649 +4%
HighTower Advisors
20
HighTower Advisors
Illinois
$80.9M +$2.51M +18,270 +3%
MFG
21
Merit Financial Group
Georgia
$73M +$5.42M +39,493 +8%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$72.3M +$1.04M +7,611 +1%
Osaic Holdings
23
Osaic Holdings
Arizona
$65.9M +$7.91M +57,661 +14%
Legacy Financial Group (Iowa)
24
Legacy Financial Group (Iowa)
Iowa
$65.4M -$3.27M -23,847 -5%
Natixis Advisors
25
Natixis Advisors
Massachusetts
$59M +$12.8M +93,332 +28%

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.