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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
MFG
26
Merit Financial Group
Georgia
$54.8M +$23.2M +194,302 +82%
Focus Partners Wealth
27
Focus Partners Wealth
Massachusetts
$53.8M +$25.2M +211,264 +100%
TVAMP
28
Tennessee Valley Asset Management Partners
Tennessee
$51M +$1.53M +12,861 +3%
Fidelity International
29
Fidelity International
Bermuda
$48.7M +$10.6M +89,076 +31%
AF
30
Allworth Financial
California
$47.9M -$544K -4,564 -1%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$46.6M +$84.1K +705 +0.2%
MWP
32
Madison Wealth Partners
Wisconsin
$43.7M +$14.7K +123 +0%
Osaic Holdings
33
Osaic Holdings
Arizona
$43.2M +$3.31M +27,724 +9%
TLA
34
Tanglewood Legacy Advisors
Texas
$42.3M +$2.17M +18,162 +6%
CSWG
35
Cardinal Strategic Wealth Guidance
Kentucky
$40.7M +$5.76M +48,311 +18%
Natixis Advisors
36
Natixis Advisors
Massachusetts
$36.4M +$7.15M +59,966 +27%
DA
37
Doliver Advisors
Texas
$35.5M -$1.3M -10,919 -4%
BlackRock
38
BlackRock
New York
$35.2M -$8.57M -71,870 -21%
DI
39
DDFG Inc
California
$33.7M -$3.22K -27 -0%
KAS
40
Kestra Advisory Services
Texas
$33.6M +$11.1M +93,290 +43%
VC
41
Veracity Capital
Georgia
$32.4M -$1.83M -15,332 -6%
PBF
42
Petix & Botte Financial
California
$32.4M +$14.3M +119,666 +89%
SSB
43
Sandy Spring Bank
Maryland
$32.4M -$2.7M -22,660 -8%
CST
44
Charles Schwab Trust
Nevada
$32.1M -$2.01M -16,868 -6%
EH
45
Equitable Holdings
New York
$32M +$844K +7,075 +3%
HWA
46
Hilltop Wealth Advisors
North Carolina
$31.7M +$433K +3,626 +1%
AllianceBernstein
47
AllianceBernstein
Tennessee
$31.3M -$678K -5,686 -2%
CI
48
CX Institutional
Indiana
$31.1M -$332K -2,786 -1%
Charles Schwab
49
Charles Schwab
California
$30.1M -$1.25M -10,489 -4%
HR
50
Howe & Rusling
New York
$29M +$2.34M +19,635 +9%

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.