We are live on ! Find out more
IUSG icon

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
TBWA
401
Three Bridge Wealth Advisors
California
$520K +$119 +1 +0%
MWA
402
Meridian Wealth Advisors
Texas
$519K
Cerity Partners
403
Cerity Partners
New York
$511K -$30.9K -259 -6%
RIS
404
Retirement Income Solutions
Michigan
$510K
AG
405
AlTi Global
New York
$506K
HI
406
Harbour Investments
Wisconsin
$499K -$86.4K -724 -16%
KWA
407
Kingswood Wealth Advisors
California
$491K -$45.7K -383 -9%
RIA
408
RPG Investment Advisory
California
$488K +$7.75K +65 +2%
AUB
409
Atlantic Union Bankshares
Virginia
$488K +$457K +3,830 New
BFWM
410
Bright Futures Wealth Management
New York
$482K -$24.8K -208 -5%
GWAG
411
Garrett Wealth Advisory Group
Texas
$478K +$447K +3,747 New
FCG
412
Fielder Capital Group
Tennessee
$478K -$19.3K -162 -4%
DJSG
413
D.J. St. Germain
Massachusetts
$474K +$4.77K +40 +1%
CGA
414
Crescent Grove Advisors
Illinois
$466K -$14.4K -121 -3%
AA
415
Ancora Advisors
Ohio
$460K +$30.8K +258 +8%
ClearBridge Investments
416
ClearBridge Investments
New York
$452K -$324K -2,719 -43%
MFC
417
Morris Financial Concepts
South Carolina
$448K +$419K +3,514 New
VFA
418
Valeo Financial Advisors
Indiana
$448K -$12.2K -102 -3%
FCCM
419
First City Capital Management
Georgia
$438K +$119 +1 +0%
PWA
420
Peterson Wealth Advisors
Utah
$431K +$477 +4 +0.1%
EWA
421
Exencial Wealth Advisors
Oklahoma
$430K
CC
422
Cypress Capital
Tennessee
$429K +$401K +3,362 New
ACM
423
Armbruster Capital Management
New York
$427K -$14.1K -118 -3%
AWA
424
Adapt Wealth Advisors
Georgia
$426K
PCIA
425
Prime Capital Investment Advisors
Kansas
$423K -$191K -1,599 -33%

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.