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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
LJAC
426
L.J. Altfest & Co
New York
$413K +$5.13K +43 +1%
SWP
427
Summit Wealth Partners
Florida
$409K
MFG
428
Magnus Financial Group
New York
$405K -$36.9K -309 -9%
KPWG
429
KFA Private Wealth Group
Virginia
$396K +$119 +1 +0%
PJWM
430
Philip James Wealth Mangement
Georgia
$392K -$1.91K -16 -0.5%
DC
431
Davenport & Co
Virginia
$388K +$53.4K +448 +17%
HNB
432
Huntington National Bank
Ohio
$378K
WA
433
Wealth Alliance
New York
$378K +$14.4K +121 +4%
HL
434
HeadInvest LLC
Maine
$376K
CIBC Private Wealth Group
435
CIBC Private Wealth Group
Georgia
$375K +$23.4K +196 +7%
OC
436
Oarsman Capital
Wisconsin
$372K
PPWP
437
Premier Path Wealth Partners
New Jersey
$372K -$134K -1,127 -28%
PCA
438
Pallas Capital Advisors
Massachusetts
$370K
AFC
439
AFT Forsyth & Company
Florida
$369K +$358 +3 +0.1%
GWMR
440
GC Wealth Management RIA
Massachusetts
$365K
MA
441
MONECO Advisors
Connecticut
$364K
WFA
442
WMG Financial Advisors
Tennessee
$362K
GG
443
GenWealth Group
New Jersey
$357K -$1.43K -12 -0.4%
WIP
444
WealthCare Investment Partners
Rhode Island
$357K +$38.9K +326 +13%
CA
445
Claro Advisors
Massachusetts
$355K +$30.7K +257 +10%
SC
446
Stephens Consulting
Michigan
$351K
IA
447
Inspire Advisors
Idaho
$349K +$326K +2,736 New
VV
448
Verity & Verity
South Carolina
$345K
SAM
449
Silvercrest Asset Management
New York
$344K +$358 +3 +0.1%
CWM
450
Calamos Wealth Management
Illinois
$340K

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.