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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
PFGIA
351
Patriot Financial Group Insurance Agency
Massachusetts
$672K -$9.66K -81 -2%
ORI
352
Oak Ridge Investments
Illinois
$669K +$219K +1,835 +54%
VCP
353
Verus Capital Partners
Arizona
$669K +$29.2K +245 +5%
RCAG
354
Rehmann Capital Advisory Group
Michigan
$662K +$10.5K +88 +2%
SWM
355
SeaCrest Wealth Management
New York
$662K +$178K +1,493 +40%
WPP
356
Whalerock Point Partners
Rhode Island
$661K
CFO
357
Collective Family Office
Pennsylvania
$657K -$29.2K -245 -5%
Empower Advisory Group
358
Empower Advisory Group
Colorado
$656K +$77.4K +649 +14%
HPM
359
Hoxton Planning & Management
West Virginia
$651K +$24.9K +209 +4%
CL
360
Choreo LLC
Illinois
$646K +$75.7K +635 +14%
NRI
361
NFP Retirement Inc
California
$642K -$6.56K -55 -1%
MFA
362
Millington Financial Advisors
Illinois
$640K +$239 +2 +0%
BSI
363
Bennett Selby Investments
Maine
$637K
FAM
364
Forte Asset Management
New York
$637K
TPWA
365
TRUE Private Wealth Advisors
Oregon
$630K -$7.04K -59 -1%
SA
366
SpiderRock Advisors
Delaware
$625K
MPW
367
Melone Private Wealth
Michigan
$618K
LRIA
368
Leonard Rickey Investment Advisors
Washington
$616K -$20.2K -169 -3%
BFA
369
Beaumont Financial Advisors
Massachusetts
$612K
LFA
370
Legacy Financial Advisors
Kentucky
$612K
ASN
371
Advisory Services Network
Georgia
$608K -$58K -486 -9%
TPWM
372
Twelve Points Wealth Management
Massachusetts
$607K +$238K +1,995 +72%
SCA
373
St. Clair Advisors
Ohio
$606K -$114K -954 -17%
MWS
374
Maxwell Wealth Strategies
California
$604K
FFP
375
FourThought Financial Partners
Florida
$601K -$30.7K -257 -5%

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.