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iShares Core S&P US Growth ETF

566 hedge funds and large institutions have $10B invested in iShares Core S&P US Growth ETF in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 192 increasing their positions, 186 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,054% more call options, than puts

Call options by funds: $840K | Put options by funds: $39K

48% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 33

15% more capital invested

Capital invested by funds: $8.76B → $10B (+$1.27B)

3% more funds holding in top 10

Funds holding in top 10: 3334 (+1)

2% more funds holding

Funds holding: 553566 (+13)

1.08% more ownership

Funds ownership: 71.98%73.05% (+1.1%)

3% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 186

Holders
566
Holders Change
+13
Holders Change %
+2.35%
% of All Funds
8.89%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.53%
New
49
Increased
192
Reduced
186
Closed
33
Calls
$840K
Puts
$39K
Net Calls
+$801K
Net Calls Change
+$118K
Name Holding Trade Value Shares
Change
Change in
Stake
PJSIMP
301
P.J. Schmidt Investment Management (PJS)
Wisconsin
$601K
NFG
302
Nations Financial Group
Iowa
$599K -$71.1K -775 -11%
IC
303
IEQ Capital
California
$584K +$1.28K +14 +0.2%
FA
304
FC Advisory
Pennsylvania
$578K +$1.01K +11 +0.2%
Bank of Montreal
305
Bank of Montreal
Ontario, Canada
$575K -$48K -523 -8%
SM
306
Sweeney & Michel
California
$571K -$2.57K -28 -0.5%
WFAG
307
Wescott Financial Advisory Group
Pennsylvania
$570K -$50.6K -552 -9%
EAM
308
Empirical Asset Management
Massachusetts
$564K -$2.48K -27 -0.5%
Renaissance Technologies
309
Renaissance Technologies
New York
$557K +$303K +3,300 +138%
TH
310
TCTC Holdings
Texas
$556K
PP
311
Patten & Patten
Tennessee
$553K
FFP
312
FourThought Financial Partners
Florida
$552K
HFG
313
Heron Financial Group
New York
$552K -$183 -2 -0%
SCA
314
Snowden Capital Advisors
New York
$545K
CWA
315
Consilio Wealth Advisors
Washington
$544K -$275 -3 -0.1%
MCM
316
MAI Capital Management
Ohio
$541K -$2.66K -29 -0.5%
RJT
317
Raymond James Trust
Florida
$540K +$58.1K +634 +13%
BFC
318
Bedel Financial Consulting
Indiana
$535K +$5.96K +65 +1%
Citigroup
319
Citigroup
New York
$534K -$60.6K -661 -11%
MPW
320
Melone Private Wealth
Michigan
$531K
SW
321
SVB Wealth
Massachusetts
$530K -$13.9K -152 -3%
BIA
322
Biondo Investment Advisors
Pennsylvania
$529K +$60.1K +655 +14%
CT
323
Colonial Trust
South Carolina
$524K -$202K -2,200 -29%
UWPG
324
Ullmann Wealth Partners Group
Florida
$523K -$259K -2,820 -34%
GAG
325
GM Advisory Group
New York
$521K

IUSG Hedge Fund Activity: Q2 2023 in Review

566 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q2 2023, worth a combined $10B — up 15% from $8.76B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new IUSG positions and 33 closed out — a net gain of 16 holders — while 192 added to existing stakes and 186 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $60.9M. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $12.7M.

  • 566 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q2 2023, up from 553 in Q1 2023.
  • Funds reported $10B of iShares Core S&P US Growth ETF stock for Q2 2023, up 15% quarter-over-quarter.
  • 49 funds opened new iShares Core S&P US Growth ETF positions in Q2 2023 and 33 closed out, a net change of +16 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q2 2023 was Morgan Stanley, an estimated $60.9M added.
  • The largest iShares Core S&P US Growth ETF seller in Q2 2023 was JP Morgan Private Wealth Advisors, an estimated $12.7M sold.

Based on aggregated 13F filings for Q2 2023.