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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
SDWMA
526
Schneider Downs Wealth Management Advisors
Pennsylvania
$215K +$201K +1,686 New
RRA
527
Round Rock Advisors
Connecticut
$209K +$195K +1,636 New
CA
528
Continuum Advisory
Idaho
$207K +$194K +1,624 New
SI
529
Stephens Inc
Arkansas
$206K +$193K +1,614 New
EWM
530
Elevatus Welath Management
New York
$204K +$191K +1,604 New
WAM
531
Weatherly Asset Management
California
$204K +$191K +1,602 New
MPWT
532
MassMutual Private Wealth & Trust
Connecticut
$204K – – –
MIA
533
MainStreet Investment Advisors
Illinois
$204K +$191K +1,600 New
AWM
534
Apollon Wealth Management
South Carolina
$203K -$264K -2,213 -58%
KLI
535
Kelman-Lazarov Inc
Tennessee
$202K +$189K +1,588 New
PWP
536
Private Wealth Partners
California
$202K +$189K +1,588 New
CCA
537
Cobblestone Capital Advisors
New York
$202K +$189K +1,586 New
STA
538
Summit Trail Advisors
New York
$202K +$189K +1,584 New
GCWM
539
Graham Capital Wealth Management
District of Columbia
$202K +$189K +1,583 New
VCA
540
Verdence Capital Advisors
Maryland
$202K +$189K +1,582 New
CAG
541
Csenge Advisory Group
Florida
$201K -$3.25M -27,237 -95%
RIA
542
Regal Investment Advisors
Michigan
$201K -$49K -411 -21%
AC
543
Abbrea Capital
California
$201K +$188K +1,580 New
ACM
544
Advisors Capital Management
New Jersey
$200K +$187K +1,570 New
CA
545
Centerpoint Advisors
Massachusetts
$195K – – –
DIP
546
DT Investment Partners
Pennsylvania
$195K – – –
Fifth Third Bancorp
547
Fifth Third Bancorp
Ohio
$192K -$29.3K -246 -14%
BC
548
Barrett & Company
Rhode Island
$192K +$119 +1 +0.1%
SMA
549
Sage Mountain Advisors
Georgia
$189K – – –
TIM
550
Tortoise Investment Management
New York
$183K – – –
20 21
22
23 24

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.