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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
Qube Research & Technologies (QRT)
476
Qube Research & Technologies (QRT)
United Kingdom
$286K +$170K +1,427 +175%
EGM
477
Engineers Gate Manager
New York
$284K +$266K +2,231 New
SF
478
Synovus Financial
Georgia
$279K -$21.1K -177 -7%
SAG
479
SageView Advisory Group
California
$276K -$6.38M -53,519 -96%
MF
480
Meridian Financial
Massachusetts
$275K +$258K +2,161 New
BONH
481
Bank of New Hampshire
New Hampshire
$274K
OBGC
482
O'Brien Greene & Co
Pennsylvania
$274K +$256K +2,150 New
SW
483
SteelPeak Wealth
California
$272K -$1.91K -16 -0.7%
EPA
484
Element Pointe Advisors
Florida
$268K
AFG
485
Albion Financial Group
Utah
$267K -$2.98K -25 -1%
APWA
486
Atlas Private Wealth Advisors
New Jersey
$267K +$250K +2,093 New
FP
487
Financial Perspectives
Minnesota
$265K -$6.44K -54 -3%
BWP
488
Bernardo Wealth Planning
Pennsylvania
$261K
EFG
489
Embree Financial Group
Illinois
$259K -$242K -2,031 -50%
SIC
490
Salem Investment Counselors
North Carolina
$259K +$126K +1,053 +107%
ITIM
491
Indiana Trust & Investment Management
Indiana
$259K +$243K +2,033 New
SGI
492
Summit Global Investments
Utah
$257K
JIC
493
Joel Isaacson & Co
New York
$255K +$239K +2,000 New
CWM
494
Connecticut Wealth Management
Connecticut
$255K -$5.49K -46 -2%
KW
495
KWB Wealth
California
$254K -$123K -1,032 -32%
AWM
496
Accurate Wealth Management
Florida
$250K +$226K +1,892 New
SDWIA
497
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$250K +$1.07K +9 +0.5%
SOS
498
Silver Oak Securities
Tennessee
$248K -$739K -6,199 -76%
AWA
499
Arkadios Wealth Advisors
Georgia
$246K +$230K +1,932 New
LCM
500
Leisure Capital Management
California
$245K

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.