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iShares Core S&P US Growth ETF
IUSG

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: 44 → 47 (+3)

7% more funds holding

Funds holding: 641 → 684 (+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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$199M
2
Morgan Stanley
Morgan Stanley
New York
+$160M
3
LPL Financial
LPL Financial
California
+$85.9M
4
CFG
Citizens Financial Group
Rhode Island
+$76.7M
5
EAM
Empirical Asset Management
Massachusetts
+$35.2M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$106M
2
CP
Coho Partners
Pennsylvania
-$20.4M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$11.5M
4
HighTower Advisors
HighTower Advisors
Illinois
-$9.3M
5
BlackRock
BlackRock
New York
-$8.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
376
Flagship Harbor Advisors
Massachusetts
$600K -$132K -1,107 -19%
OWA
377
Octavia Wealth Advisors
Ohio
$598K -$65K -545 -10%
MAM
378
Madison Asset Management
Wisconsin
$593K -$68.3K -573 -11%
GWCM
379
Godshalk Welsh Capital Management
Pennsylvania
$588K – – –
SCM
380
SOL Capital Management
Maryland
$581K – – –
AWM
381
Avior Wealth Management
Nebraska
$572K +$3.58K +30 +0.7%
HFA
382
High Falls Advisors
New York
$569K +$119 +1 +0%
SC
383
Sapient Capital
Indiana
$561K – – –
TW
384
TritonPoint Wealth
Maryland
$557K -$13.2K -111 -2%
WFAG
385
Worth Financial Advisory Group
North Carolina
$556K – – –
MCM
386
Monument Capital Management
Virginia
$551K -$3.35M -28,088 -87%
Nomura Asset Management
387
Nomura Asset Management
Japan
$551K – – –
GG
388
Greenwood Gearhart
Arkansas
$547K – – –
RFA
389
RTD Financial Advisors
Pennsylvania
$544K +$509K +4,264 New
DCM
390
DGS Capital Management
New Jersey
$543K +$180K +1,511 +55%
LW
391
Linscomb Wealth
Texas
$543K – – –
WCG
392
Weaver Consulting Group
California
$541K – – –
NW
393
NewEdge Wealth
Pennsylvania
$541K -$119 -1 -0%
GWM
394
Geneos Wealth Management
Colorado
$540K +$26K +218 +5%
BFG
395
Bleakley Financial Group
New Jersey
$540K +$282K +2,368 +127%
SW
396
Simplicity Wealth
New Jersey
$540K +$282K +2,368 +127%
PP
397
Patten & Patten
Tennessee
$531K – – –
SWA
398
Stratos Wealth Advisors
Ohio
$531K +$4.89K +41 +1%
AIM
399
Anchor Investment Management
South Carolina
$527K – – –
SCM
400
Seascape Capital Management
New Hampshire
$524K +$3.58K +30 +0.7%
14 15
16
17 18

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.