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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
BFWA
251
Benchmark Financial Wealth Advisors
Florida
$1.33M +$1.31K +11 +0.1%
HSWM
252
Hubbell Strickland Wealth Management
Louisiana
$1.32M +$22.4K +188 +2%
AssetMark Inc
253
AssetMark Inc
California
$1.32M -$3.91M -32,740 -76%
PAS
254
Park Avenue Securities
New York
$1.31M +$508K +4,262 +70%
OC
255
Oppenheimer & Co
New York
$1.3M +$20K +168 +2%
PA
256
Parallel Advisors
California
$1.3M +$4.89K +41 +0.4%
BCI
257
Brinker Capital Investments
Pennsylvania
$1.3M -$16.8K -141 -1%
OPS
258
Orion Portfolio Solutions
Nebraska
$1.3M -$16.8K -141 -1%
LOIM
259
Liberty One Investment Management
Illinois
$1.29M +$530K +4,441 +78%
P
260
&Partners
Tennessee
$1.29M +$678K +5,684 +128%
ASBI
261
American State Bank (Iowa)
Iowa
$1.26M -$35.8K -300 -3%
CB
262
Commerce Bank
Missouri
$1.26M
PIA
263
Perennial Investment Advisors
California
$1.24M +$244K +2,045 +27%
YIA
264
YHB Investment Advisors
Connecticut
$1.24M +$107K +899 +10%
RSWA
265
Robinson Smith Wealth Advisors
Maine
$1.22M +$3.22K +27 +0.3%
KA
266
Kovack Advisors
Florida
$1.21M +$1.13M +9,482 New
NFG
267
Nations Financial Group
Iowa
$1.19M +$450K +3,773 +68%
GA
268
GSG Advisors
New Jersey
$1.19M +$477 +4 +0%
VPIM
269
Vanguard Personalized Indexing Management
California
$1.17M +$530K +4,444 +93%
CFS
270
Coordinated Financial Services
Colorado
$1.16M -$89.2K -748 -8%
MGIA
271
Moneta Group Investment Advisors
Missouri
$1.16M +$172K +1,446 +19%
GFWA
272
Grey Fox Wealth Advisors
Delaware
$1.13M -$596 -5 -0.1%
WMP
273
Wealth Management Partners
Arizona
$1.13M -$10.7K -90 -1%
PPW
274
Presilium Private Wealth
Pennsylvania
$1.12M -$71.9K -603 -6%
TWA
275
Talisman Wealth Advisors
New Jersey
$1.11M +$9.9K +83 +1%

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.