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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
IA
551
IFP Advisors
Florida
$178K -$48.7K -408 -23%
BA
552
Ballast Advisors
Minnesota
$178K
FHA
553
First Horizon Advisors
Tennessee
$168K -$6.68K -56 -4%
CAL
554
Capital Analysts LLC
Pennsylvania
$165K -$57.6K -483 -27%
IFAM
555
Institutional & Family Asset Management
Colorado
$163K
ATPW
556
Ashton Thomas Private Wealth
Arizona
$161K +$151K +1,263 New
AIM
557
Acropolis Investment Management
Missouri
$161K
EWA
558
EverSource Wealth Advisors
Alabama
$155K
CF
559
Centaurus Financial
California
$155K +$16.5K +138 +13%
LOIP
560
Live Oak Investment Partners
Texas
$150K
SWM
561
Sanctuary Wealth Management
Idaho
$138K
KFI
562
Key Financial Inc
Pennsylvania
$134K
AAP
563
Arax Advisory Partners
Colorado
$130K +$119 +1 +0.1%
S
564
Sachetta
Massachusetts
$128K -$119 -1 -0.1%
FCA
565
FinTrust Capital Advisors
South Carolina
$127K -$11.2K -94 -9%
PPC
566
Park Place Capital
Alabama
$119K +$119 +1 +0.1%
AA
567
Addison Advisors
Vermont
$119K
MSS
568
Mitchell Sinkler & Starr
Pennsylvania
$118K
IAIM
569
International Assets Investment Management
Florida
$118K +$110K +922 New
CHA
570
Carmichael Hill & Associates
Maryland
$115K
PA
571
PSI Advisors
Florida
$113K +$239 +2 +0.2%
ACA
572
Aptus Capital Advisors
Alabama
$109K
JGIA
573
Jackson Grant Investment Advisers
Connecticut
$108K
NFSG
574
Newbridge Financial Services Group
Florida
$107K +$23.9K +200 +31%
RIA
575
Realta Investment Advisors
Delaware
$102K +$41.7K +350 +78%

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.