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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
EWP
76
Elevation Wealth Partners
California
$15.2M +$75.9K +636 +0.5%
Truist Financial
77
Truist Financial
North Carolina
$13.9M -$668K -5,604 -5%
NB
78
NBT Bank
New York
$13.9M +$905K +7,585 +7%
RWPA
79
Richard W. Paul & Associates
Michigan
$13.8M +$555K +4,657 +5%
VFPW
80
Vantage Financial Partners (Wisconsin)
Wisconsin
$13.7M +$630K +5,282 +5%
NAMNJ
81
NorthStar Asset Management (New Jersey)
New Jersey
$13.5M +$806K +6,760 +7%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$13.4M -$188K -1,576 -1%
CWA
83
Canvas Wealth Advisors
Kansas
$13.4M -$382K -3,200 -3%
BWM
84
Birchcreek Wealth Management
Ohio
$13.3M -$311K -2,608 -2%
WA
85
Win Advisors
Florida
$13M -$4.09M -34,327 -25%
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$12.8M -$1.23M -10,306 -9%
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$12.7M +$177K +1,486 +2%
IWMWV
88
Ironwood Wealth Management (West Virginia)
West Virginia
$12.7M -$83.5K -700 -0.7%
UCFA
89
United Capital Financial Advisors
Texas
$12.3M -$709K -5,942 -6%
PIAS
90
PCA Investment Advisory Services
Ohio
$12.2M -$77.9K -653 -0.7%
WQ
91
Wealth Quarterback
New Jersey
$12M +$1.78M +14,894 +19%
CIA
92
Concurrent Investment Advisors
Florida
$11.8M +$959K +8,041 +9%
OIA
93
OneDigital Investment Advisors
Kansas
$11.5M +$21.6K +181 +0.2%
FC
94
Financial Council
Maryland
$11.4M -$381K -3,192 -3%
Kayne Anderson Rudnick Investment Management
95
Kayne Anderson Rudnick Investment Management
California
$11.2M +$314K +2,636 +3%
FFS
96
Founders Financial Securities
Maryland
$11.1M +$331K +2,779 +3%
HI
97
Horizon Investments
North Carolina
$11M +$335K +2,812 +3%
GFG
98
Goldstone Financial Group
Illinois
$10.8M +$929K +7,792 +10%
BC
99
Brio Consultants
California
$10.7M +$185K +1,555 +2%
Goldman Sachs
100
Goldman Sachs
New York
$10.5M -$2.37M -19,884 -19%

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.