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iShares Core S&P US Growth ETF
IUSG

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: 44 → 47 (+3)

7% more funds holding

Funds holding: 641 → 684 (+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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$199M
2
Morgan Stanley
Morgan Stanley
New York
+$160M
3
LPL Financial
LPL Financial
California
+$85.9M
4
CFG
Citizens Financial Group
Rhode Island
+$76.7M
5
EAM
Empirical Asset Management
Massachusetts
+$35.2M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$106M
2
CP
Coho Partners
Pennsylvania
-$20.4M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$11.5M
4
HighTower Advisors
HighTower Advisors
Illinois
-$9.3M
5
BlackRock
BlackRock
New York
-$8.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
501
Pinnacle Associates
New York
$242K – – –
KeyBank National Association
502
KeyBank National Association
Ohio
$239K -$12.8K -107 -5%
BFPW
503
BOK Financial Private Wealth
Colorado
$235K – – –
FPGK
504
Financial Partners Group (Kansas)
Kansas
$234K +$1.19K +10 +0.5%
AAM
505
Augustine Asset Management
Florida
$232K +$217K +1,823 New
AC
506
AWM Capital
Arizona
$230K – – –
Luther King Capital Management (LKCM)
507
Luther King Capital Management (LKCM)
Texas
$229K – – –
MHIC
508
Marble Harbor Investment Counsel
Massachusetts
$229K – – –
HWMA
509
Heritage Wealth Management (Arizona)
Arizona
$228K – – –
HFO
510
Heritage Family Offices
Arizona
$228K +$213K +1,785 New
OAM
511
Oak Asset Management
California
$225K +$211K +1,766 New
FMWA
512
Forvis Mazars Wealth Advisors
Missouri
$224K – – –
EFG
513
Ehrlich Financial Group
California
$223K -$85.9K -720 -29%
RWM
514
Ritholtz Wealth Management
New York
$222K +$208K +1,740 New
VP
515
Verum Partners
North Carolina
$220K – – –
CWM
516
Collaborative Wealth Management
Florida
$219K – – –
HGERS
517
Householder Group Estate & Retirement Specialist
Arizona
$219K +$8.95K +75 +5%
NEPWA
518
New England Private Wealth Advisors
Massachusetts
$219K +$205K +1,716 New
UAG
519
United Advisor Group
Ohio
$219K +$204K +1,714 New
PCG
520
Prosperity Consulting Group
Maryland
$218K -$239 -2 -0.1%
CRWM
521
Castle Rock Wealth Management
California
$218K +$202K +1,694 New
BO
522
Bank OZK
Arkansas
$217K +$203K +1,706 New
CRI
523
Colonial River Investments
Virginia
$217K -$5.96K -50 -3%
AWM
524
Axxcess Wealth Management
California
$217K +$203K +1,703 New
SP
525
Stonebrook Private
Michigan
$215K +$201K +1,687 New
19 20
21
22 23

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.