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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
T
626
Tidemark
California
$28.9K -$43.3K -363 -62%
CFD
627
Creative Financial Designs
Indiana
$27K -$358 -3 -1%
FDCP
628
Foster Dykema Cabot & Partners
Massachusetts
$26.9K
HFA
629
Hershey Financial Advisers
Pennsylvania
$25.1K +$23.5K +197 New
MFC
630
Mechanics Financial Corp
Ohio
$22.8K
AIC
631
Archer Investment Corporation
Indiana
$22.4K -$8.59K -72 -29%
UWS
632
Unique Wealth Strategies
Illinois
$22.2K +$22.5K +189 New
IWP
633
IAG Wealth Partners
Wisconsin
$21.5K
TSMHT
634
Thurston Springer Miller Herd & Titak
Indiana
$21K +$19.7K +165 New
GGI
635
Godsey & Gibb Inc
Virginia
$20.9K -$17.3K -145 -47%
OA
636
Operose Advisors
Wisconsin
$20.4K
HWA
637
HHM Wealth Advisors
Tennessee
$19.8K
GWSA
638
Global Wealth Strategies & Associates
Colorado
$19.1K
CSWM
639
Cassady Schiller Wealth Management
Ohio
$18.5K
TCM
640
TD Capital Management
Tennessee
$18.2K
AWM
641
Angeles Wealth Management
California
$18K
AWM
642
AllSquare Wealth Management
New York
$17.7K +$16.6K +139 New
KFS
643
Kelly Financial Services
Massachusetts
$17.2K
FM
644
Family Management
New York
$16.7K
ATS
645
Ashton Thomas Securities
New York
$16K +$14.4K +121 New
SFC
646
SYM Financial Corp
Indiana
$15.7K +$14.7K +123 New
CAL
647
Capital Advisors Ltd
Ohio
$14K
DFA
648
DHJJ Financial Advisors
Illinois
$13.6K
BHWM
649
Beaird Harris Wealth Management
Texas
$12.9K
AIM
650
Arcadia Investment Management
Michigan
$12.7K

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.