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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
GCP
701
GSA Capital Partners
United Kingdom
-$434K -3,707 Closed
BTWM
702
Baker Tilly Wealth Management
Wisconsin
-$404K -3,445 Closed
DAS
703
Dynamic Advisor Solutions
Arizona
-$369K -3,149 Closed
BRWA
704
B. Riley Wealth Advisors
Florida
-$295K -3,097 Closed
CVA
705
Central Valley Advisors
California
-$356K -3,037 Closed
TI
706
Trexquant Investment
Connecticut
-$294K -2,506 Closed
RWM
707
Revisor Wealth Management
Ohio
-$252K -2,280 Closed
PPP
708
Private Portfolio Partners
New Jersey
-$254K -2,165 Closed
FA
709
Flagstar Advisors
New York
-$252K -2,146 Closed
HWP
710
Hibernia Wealth Partners
Louisiana
-$245K -2,091 Closed
EI
711
Ethic Inc
New York
-$240K -2,050 Closed
SIA
712
Soltis Investment Advisors
Utah
-$226K -1,926 Closed
BBA
713
BLB&B Advisors
Pennsylvania
-$205K -1,751 Closed
FAM
714
Formidable Asset Management
Ohio
-$142K -1,208 Closed
CA
715
CoreCap Advisors
Michigan
-$100K -855 Closed
PAM
716
Palisade Asset Management
Minnesota
-$98.5K -840 Closed
WIC
717
Woodmont Investment Counsel
Tennessee
-$87.4K -746 Closed
First Manhattan
718
First Manhattan
New York
-$30.9K -264 Closed
FSWA
719
Financial Synergies Wealth Advisors
Texas
-$21.3K -182 Closed
WTA
720
Washington Trust Advisors
Massachusetts
-$17.5K -149 Closed
NL
721
NVWM LLC
Pennsylvania
-$15.9K -136 Closed
WAM
722
WFA Asset Management
Wisconsin
-$14.1K -120 Closed
AEPWM
723
Atlantic Edge Private Wealth Management
Florida
-$13.2K -113 Closed
BSB
724
Bangor Savings Bank
Maine
-$8.21K -70 Closed
WFA
725
West Financial Advisors
Iowa
-$6.1K -52 Closed

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.