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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
SPIA
276
Steward Partners Investment Advisory
New York
$1.11M +$47.4K +397 +5%
WFA
277
Wellspring Financial Advisors
Ohio
$1.11M +$1.04M +8,702 New
OAS
278
Optivise Advisory Services
Tennessee
$1.11M +$1.04M +8,683 New
TCBWMS
279
Texas Capital Bank Wealth Management Services
Texas
$1.1M
VCS
280
Vaughan & Co Securities
New Jersey
$1.09M -$20K -168 -2%
RJT
281
Raymond James Trust
Florida
$1.08M -$65.5K -549 -6%
JWCA
282
J.W. Cole Advisors
Florida
$1.08M -$126K -1,053 -11%
CHJWM
283
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.05M -$145K -1,212 -12%
BMCM
284
Burns Matteson Capital Management
New York
$1.05M -$61.4K -515 -6%
EAM
285
Empirical Asset Management
Massachusetts
$1.04M +$35.2M +294,880 +5,061%
VVP
286
Venture Visionary Partners
Ohio
$1.04M -$15.3K -128 -2%
SF
287
Symphony Financial
Texas
$1.02M -$153K -1,282 -14%
DP
288
Denver PWM
Colorado
$1.02M -$16.1K -135 -2%
XF
289
XML Financial
Maryland
$1M +$22.8K +191 +2%
JFGIW
290
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1M
MMPW
291
Mitchell McLeod Pugh & Williams
Alabama
$996K
AMG
292
Asset Management Group
Connecticut
$996K +$954 +8 +0.1%
ZB
293
Zions Bancorporation
Utah
$995K
MCA
294
Magnolia Capital Advisors
Mississippi
$988K +$924K +7,747 New
PI
295
PFG Investments
New York
$983K +$1.67K +14 +0.2%
LNWWM
296
Laird Norton Wetherby Wealth Management
California
$969K
KWM
297
Kingsview Wealth Management
Oregon
$969K -$2.55M -21,355 -74%
MCM
298
Mitchell Capital Management
Kansas
$948K -$99K -830 -10%
TPWA
299
Twin Peaks Wealth Advisors
California
$928K +$6.44K +54 +0.7%
TPW
300
TL Private Wealth
Texas
$922K +$954 +8 +0.1%

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.