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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
641
Holders Change
+38
Holders Change %
+6.3%
% of All Funds
9.23%
Holding in Top 10
44
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.82%
% of All Funds
0.63%
New
76
Increased
206
Reduced
228
Closed
34
Calls
$317K
Puts
–
Net Calls
+$317K
Net Calls Change
+$232K

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$69.3M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$66.8M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
+$47.5M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$34.5M
5
Fidelity International
Fidelity International
Bermuda
+$32.1M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.23B
2
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
-$41.5M
3
ClearBridge Investments
ClearBridge Investments
New York
-$36.1M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$26.6M
5
Wells Fargo
Wells Fargo
California
-$26.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
626
Venturi Wealth Management
Texas
$5.28K – – –
RG
627
Retirement Group
California
$5.27K – – –
WT
628
Washington Trust
Rhode Island
$4.69K +$4.45K +40 New
WIA
629
Wetzel Investment Advisors
Indiana
$4.27K – – –
CSB
630
City State Bank
Iowa
$4K – – –
BL
631
Balentine LLC
Georgia
$3.52K – – –
MIM
632
MTM Investment Management
South Carolina
$3.52K – – –
IF
633
Integrity Financial
Wyoming
$3.28K – – –
FMII
634
Farmers & Merchants Investments Inc
Nebraska
$2.34K – – –
GWS
635
Glassman Wealth Services
Virginia
$2.34K – – –
FCAS
636
First Command Advisory Services
Texas
$2.23K – – –
BNP Paribas Financial Markets
637
BNP Paribas Financial Markets
France
$2.23K +$2.11K +19 New
Simplex Trading
638
Simplex Trading
Illinois
$2K +$2.11K +19 New
OC
639
Oakworth Capital
Alabama
$1.05K +$1K +9 New
VNA
640
Valley National Advisers
Pennsylvania
$1K – – –
AWM
641
Atticus Wealth Management
Florida
$939 +$890 +8 New
TAM
642
Townsend Asset Management
North Carolina
$820 – – –
DAM
643
Delta Asset Management
Tennessee
$604 – – –
AAMA
644
Advanced Asset Management Advisors
Ohio
– -$12.5M -119,600 Closed
OAM
645
Oppenheimer Asset Management
New York
– -$3.71M -35,664 Closed
SCA
646
Sandy Cove Advisors
Massachusetts
– -$2.9M -27,901 Closed
Jane Street
647
Jane Street
New York
– -$2.62M -25,174 Closed
Renaissance Technologies
648
Renaissance Technologies
New York
– -$2.57M -24,700 Closed
Citadel Advisors
649
Citadel Advisors
Florida
– -$2.05M -19,647 Closed
YIH
650
Y-Intercept (HK)
Hong Kong
– -$1.99M -19,102 Closed
24 25
26
27 28

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.