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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
WWP
651
WR Wealth Planners
Missouri
$11.9K
LFG
652
Larson Financial Group
Missouri
$11.7K
PMFA
653
Plante Moran Financial Advisors
Michigan
$11.3K
TAM
654
Tucker Asset Management
Colorado
$11.1K -$11.6K -97 -53%
WTC
655
WhitTier Trust Company
Nevada
$10.2K
HPC
656
HM Payson & Co
Maine
$9.43K +$8.83K +74 New
FPF
657
First Pacific Financial
Washington
$9.18K +$8.59K +72 New
TFM
658
TFC Financial Management
Massachusetts
$9.1K
HIA
659
Harbor Investment Advisory
Maryland
$8.54K
FWA
660
FSC Wealth Advisors
New York
$7.86K
MJRIC
661
Mogy Joel R Investment Counsel
California
$7.65K
HT
662
Headlands Technologies
Illinois
$7.65K +$7.16K +60 New
CSC
663
Caldwell Sutter Capital
California
$7.39K -$7.16K -60 -51%
FPFS
664
First Personal Financial Services
North Carolina
$7.27K
BWL
665
Bogart Wealth LLC
Virginia
$7.27K +$835 +7 +14%
SFA
666
Semmax Financial Advisors
North Carolina
$6.72K +$6.44K +54 New
VWM
667
Venturi Wealth Management
Texas
$5.74K
OFG
668
Oxford Financial Group
Indiana
$5.1K -$2.74K -23 -37%
WT
669
Washington Trust
Rhode Island
$5.1K
FHC
670
First Heartland Consultants
Missouri
$4.88K -$161K -1,347 -3%
WIA
671
Wetzel Investment Advisors
Indiana
$4.45K
PA
672
Pineridge Advisors
Missouri
$4.33K +$4.06K +34 New
HGA
673
Hobbs Group Advisors
South Carolina
$4.24K +$3.94K +33 New
BL
674
Balentine LLC
Georgia
$3.82K
CSB
675
City State Bank
Iowa
$3.82K

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.