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iShares Core S&P US Growth ETF

684 hedge funds and large institutions have $14.1B invested in iShares Core S&P US Growth ETF in 2024 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 227 increasing their positions, 206 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 40

28% more call options, than puts

Call options by funds: $523K | Put options by funds: $408K

13% more capital invested

Capital invested by funds: $12.5B → $14.1B (+$1.59B)

10% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 206

7% more funds holding in top 10

Funds holding in top 10: 4447 (+3)

7% more funds holding

Funds holding: 641684 (+43)

1.77% more ownership

Funds ownership: 73.37%75.14% (+1.8%)

Holders
684
Holders Change
+43
Holders Change %
+6.71%
% of All Funds
9.88%
Holding in Top 10
47
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.82%
% of All Funds
0.68%
New
90
Increased
227
Reduced
206
Closed
40
Calls
$523K
Puts
$408K
Net Calls
+$115K
Net Calls Change
-$202K
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
226
Gotham Asset Management
New York
$1.76M -$15.5K -130 -0.9%
SIC
227
Sterling Investment Counsel
New York
$1.74M -$9.42K -79 -0.6%
GL
228
Graypoint LLC
New York
$1.74M +$1.63M +13,629 New
TCA
229
Transcend Capital Advisors
New Jersey
$1.71M +$125K +1,044 +8%
LGWM
230
Litman Gregory Wealth Management
California
$1.7M
TFF
231
The Family Firm
Maryland
$1.7M -$128K -1,075 -7%
Renaissance Technologies
232
Renaissance Technologies
New York
$1.7M +$1.59M +13,300 New
WLIM
233
White Lighthouse Investment Management
Massachusetts
$1.66M -$118K -986 -7%
BJL
234
Brighton Jones LLC
Washington
$1.65M +$55.7K +467 +4%
BCM
235
Becker Capital Management
Oregon
$1.59M -$58.7K -492 -4%
CGL
236
Clarius Group LLC
Washington
$1.57M
CA
237
Clearstead Advisors
Ohio
$1.56M
VFIC
238
Valley Forge Investment Consultants
Pennsylvania
$1.52M +$716 +6 +0.1%
OSAM
239
O'Shaughnessy Asset Management
Connecticut
$1.49M +$97.8K +820 +8%
DWG
240
Darden Wealth Group
Michigan
$1.49M +$15.3K +128 +1%
FTS
241
Fifth Third Securities
Ohio
$1.48M -$5.73K -48 -0.4%
SHGA
242
Sand Hill Global Advisors
California
$1.48M +$1.38M +11,600 New
NF
243
Nikulski Financial
Iowa
$1.45M +$19.7K +165 +1%
SM
244
Sweeney & Michel
California
$1.41M +$1.43K +12 +0.1%
UWPG
245
Ullmann Wealth Partners Group
Florida
$1.39M +$491K +4,119 +61%
FFA
246
Farther Finance Advisors
California
$1.38M -$54.5K -457 -4%
CL
247
CIM LLC
New York
$1.37M -$145K -1,213 -10%
HP
248
Holistic Planning
Texas
$1.36M
OP
249
ORG Partners
Indiana
$1.35M +$1.25M +10,520 New
TC
250
Trilogy Capital
California
$1.34M +$177K +1,480 +16%

IUSG Hedge Fund Activity: Q2 2024 in Review

684 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q2 2024, worth a combined $14.1B — up 13% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new IUSG positions and 40 closed out — a net gain of 50 holders — while 227 added to existing stakes and 206 trimmed.

The largest buyer was Bank of America, adding an estimated $199M. The largest seller was JP Morgan Chase, cutting an estimated $106M.

  • 684 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q2 2024, up from 641 in Q1 2024.
  • Funds reported $14.1B of iShares Core S&P US Growth ETF stock for Q2 2024, up 13% quarter-over-quarter.
  • 90 funds opened new iShares Core S&P US Growth ETF positions in Q2 2024 and 40 closed out, a net change of +50 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q2 2024 was Bank of America, an estimated $199M added.
  • The largest iShares Core S&P US Growth ETF seller in Q2 2024 was JP Morgan Chase, an estimated $106M sold.

Based on aggregated 13F filings for Q2 2024.