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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
MWM
51
Modera Wealth Management
New Jersey
$28.7M -$844K -7,079 -3%
ECG
52
Edge Capital Group
Georgia
$27.9M +$1.8M +15,065 +7%
MML Investors Services
53
MML Investors Services
Massachusetts
$27.5M -$881K -7,383 -3%
William Blair & Company
54
William Blair & Company
Illinois
$26.3M +$1.67M +13,979 +7%
SWA
55
Strategies Wealth Advisors
Michigan
$26.2M -$1.98M -16,572 -7%
AAS
56
Avantax Advisory Services
Texas
$25.9M +$677K +5,678 +3%
FWM
57
ForthRight Wealth Management
Georgia
$24.5M -$1.26M -10,589 -5%
MWM
58
Mascoma Wealth Management
New Hampshire
$23.8M +$538K +4,507 +2%
PAG
59
Private Advisor Group
New Jersey
$23M -$152K -1,278 -0.7%
CIC
60
Cutler Investment Counsel
Oregon
$21.8M -$91.5K -767 -0.4%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$21.6M -$3.46M -29,047 -15%
SA
62
Sanctuary Advisors
Indiana
$21.4M +$22.3M +186,751 New
EWA
63
ERTS Wealth Advisors
Michigan
$19.9M -$1.81M -15,141 -9%
IWC
64
Integrated Wealth Concepts
Massachusetts
$18.9M -$1.68M -14,055 -9%
HSG
65
Helen Stephens Group
Texas
$18.9M +$1.37M +11,515 +8%
SC
66
Savant Capital
Illinois
$18.7M -$1.16M -9,754 -6%
SWM
67
Spire Wealth Management
Virginia
$18.3M -$1.03M -8,613 -6%
RWP
68
RWA Wealth Partners
Massachusetts
$17.4M -$321K -2,690 -2%
AI
69
Atria Investments
North Carolina
$17.4M +$6.36M +53,306 +64%
PS
70
Principal Securities
Iowa
$17.3M +$1.98M +16,599 +14%
HI
71
Hudock Inc
Pennsylvania
$17.3M +$161K +1,351 +1%
GFA
72
Gallagher Fiduciary Advisors
Illinois
$16.5M +$5.79M +48,519 +60%
FAIM
73
Financial Advocates Investment Management
Washington
$16M +$409K +3,430 +3%
Stifel Financial
74
Stifel Financial
Missouri
$15.7M +$183K +1,537 +1%
AWA
75
Amplius Wealth Advisors
Pennsylvania
$15.3M -$707K -5,926 -5%

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.