iShares Core S&P US Growth ETF
IUSG
641 hedge funds and large institutions have $12.5B invested in iShares Core S&P US Growth ETF in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 206 increasing their positions, 228 reducing their positions, and 34 closing their positions.
124% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 34
13% more funds holding in top 10
Funds holding in top 10: 39 → 44 (+5)
6% more funds holding
Funds holding: 603 → 641 (+38)
4% more capital invested
Capital invested by funds: $12.1B → $12.5B (+$455M)
10% less repeat investments, than reductions
Existing positions increased: 206 | Existing positions reduced: 228
7.42% less ownership
Funds ownership: 80.79% → 73.37% (-7.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$69.3M |
| 2 |
Bank of New York Mellon
New York
|
+$66.8M |
| 3 |
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
+$47.5M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$34.5M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
+$32.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.23B |
| 2 |
TVAMP
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
-$41.5M |
| 3 |
ClearBridge Investments
New York
|
-$36.1M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
-$26.6M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$26.1M |
IUSG Hedge Fund Activity: Q1 2024 in Review
641 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q1 2024, worth a combined $12.5B — up 3.8% from $12.1B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new IUSG positions and 34 closed out — a net gain of 42 holders — while 206 added to existing stakes and 228 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $69.3M. The largest seller was Morgan Stanley, cutting an estimated $1.23B.
- 641 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q1 2024, up from 603 in Q4 2023.
- Funds reported $12.5B of iShares Core S&P US Growth ETF stock for Q1 2024, up 3.8% quarter-over-quarter.
- 76 funds opened new iShares Core S&P US Growth ETF positions in Q1 2024 and 34 closed out, a net change of +42 holders.
- The largest iShares Core S&P US Growth ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $69.3M added.
- The largest iShares Core S&P US Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $1.23B sold.
Based on aggregated 13F filings for Q1 2024.