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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
SFC
576
Strategic Financial Concepts
Texas
$101K +$20M +167,255 +7,765%
SC
577
SouthState Corp
Florida
$101K -$3.1K -26 -3%
PCA
578
Providence Capital Advisors
North Carolina
$97.8K +$46.3K +388 +102%
IGWM
579
ICA Group Wealth Management
Colorado
$94.7K -$2.08M -17,471 -96%
VCM
580
Viewpoint Capital Management
Washington
$93.6K +$87.6K +734 New
GI
581
Gradient Investments
Minnesota
$84K +$71.3K +598 +980%
AT
582
Arlington Trust
Alabama
$79.4K
MBFW
583
Morton Brown Family Wealth
Pennsylvania
$76.5K +$15.3K +128 +27%
CWP
584
Concord Wealth Partners
Virginia
$76.5K +$119 +1 +0.2%
BF
585
BOK Financial
Oklahoma
$68.2K
FFA
586
Founders Financial Alliance
North Carolina
$67.1K
FC
587
Fairscale Capital
New Hampshire
$66.2K +$59.6K +500 New
NS
588
NBC Securities
Alabama
$66K
SRCM
589
Signature Resources Capital Management
California
$61.6K
TFGT
590
TS Financial Group (TSFG)
Illinois
$59K
RF
591
Robinswood Financial
Washington
$58.6K +$54.9K +460 New
MSFP
592
Mark Sheptoff Financial Planning
Connecticut
$58.3K
PCFFS
593
Pacific Center for Financial Services
California
$56.3K
CPG
594
Cornerstone Planning Group
New Jersey
$54.1K
EW
595
Element Wealth
Mississippi
$53.8K -$15.1K -127 -23%
EWM
596
EPG Wealth Management
Georgia
$52.1K -$48.8K -409 Closed
PP
597
Pacifica Partners
Canada
$51.6K +$47.1K +395 New
MPCG
598
Matrix Private Capital Group
New York
$51K
AWM
599
Activest Wealth Management
Florida
$50.5K +$47.2K +396 New
SIS
600
Sound Income Strategies
Florida
$49.5K -$71.1K -596 -61%

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.