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iShares Core S&P US Growth ETF
IUSG

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: 44 → 47 (+3)

7% more funds holding

Funds holding: 641 → 684 (+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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$199M
2
Morgan Stanley
Morgan Stanley
New York
+$160M
3
LPL Financial
LPL Financial
California
+$85.9M
4
CFG
Citizens Financial Group
Rhode Island
+$76.7M
5
EAM
Empirical Asset Management
Massachusetts
+$35.2M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$106M
2
CP
Coho Partners
Pennsylvania
-$20.4M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$11.5M
4
HighTower Advisors
HighTower Advisors
Illinois
-$9.3M
5
BlackRock
BlackRock
New York
-$8.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
676
MTM Investment Management
South Carolina
$3.82K – – –
IF
677
Integrity Financial
Wyoming
$3.57K – – –
WOSD
678
WFA of San Diego
California
$3.06K +$2.86K +24 New
TWP
679
Triad Wealth Partners
Kansas
$2.81K +$2.62K +22 New
FMII
680
Farmers & Merchants Investments Inc
Nebraska
$2.55K – – –
GWS
681
Glassman Wealth Services
Virginia
$2.55K – – –
FCAS
682
First Command Advisory Services
Texas
$2.42K – – –
VNA
683
Valley National Advisers
Pennsylvania
$2K – – –
SC
684
Swan Capital
Florida
$1.66K +$1.55K +13 New
OC
685
Oakworth Capital
Alabama
$1.15K – – –
AWM
686
Atticus Wealth Management
Florida
$1.02K – – –
TAM
687
Townsend Asset Management
North Carolina
$892 – – –
DAM
688
Delta Asset Management
Tennessee
$657 – – –
LNC
689
Lincoln National Corp
Pennsylvania
– -$6.08M -51,842 Closed
SAW
690
Signal Advisors Wealth
Michigan
– -$3.2M -27,283 Closed
FWM
691
Foguth Wealth Management
Michigan
– -$3.16M -26,972 Closed
C
692
Certuity
Florida
– -$1.53M -13,056 Closed
DFA
693
DHK Financial Advisors
New Hampshire
– -$1.46M -12,448 Closed
Susquehanna International Group
694
Susquehanna International Group
Pennsylvania
– -$1.24M -10,619 Closed
KFGK
695
Keystone Financial Group (Kentucky)
Kentucky
– -$1.21M -10,361 Closed
QC
696
Quadrature Capital
United Kingdom
– -$1.21M -10,360 Closed
MWM
697
Mission Wealth Management
California
– -$1.21M -10,349 Closed
MWM
698
Meridian Wealth Management
Kentucky
– -$1.12M -9,544 Closed
SW
699
SVB Wealth
Massachusetts
– -$1.09M -9,333 Closed
SFMG
700
Sage Financial Management Group
Virginia
– -$725K -6,189 Closed
26 27
28
29 30

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.