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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
GSIS
101
Global Strategic Investment Solutions
Arizona
$10.5M -$120K -1,006 -1%
QC
102
Quent Capital
New York
$9.77M +$388K +3,255 +4%
SWP
103
Stratos Wealth Partners
Ohio
$9.58M -$110K -919 -1%
GWM
104
GDS Wealth Management
Texas
$9.4M -$199K -1,667 -2%
TFS
105
Thoroughbred Financial Services
Tennessee
$9.21M +$2.57M +21,585 +43%
IWM
106
IHT Wealth Management
Illinois
$8.75M +$431K +3,615 +6%
CFG
107
Cosner Financial Group
Colorado
$8.7M -$86K -721 -1%
RWA
108
Rooted Wealth Advisors
Illinois
$8.61M +$354K +2,964 +5%
Creative Planning
109
Creative Planning
Kansas
$8.59M +$563K +4,724 +8%
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$8.48M -$164K -1,371 -2%
KPWS
111
Kestra Private Wealth Services
Texas
$8.45M -$1.88M -15,726 -19%
BAM
112
BOS Asset Management
Illinois
$8.23M +$1.2M +10,078 +19%
PWM
113
Perigon Wealth Management
California
$8.11M -$357K -2,989 -4%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$7.99M -$42.1K -353 -0.6%
MWA
115
Motive Wealth Advisors
Michigan
$7.85M -$30.5K -256 -0.4%
SCP
116
Stevens Capital Partners
Nebraska
$7.85M +$491K +4,120 +7%
CAM
117
Cresset Asset Management
Illinois
$7.77M +$271K +2,268 +4%
Comerica Bank
118
Comerica Bank
Texas
$7.4M -$604K -5,067 -8%
VA
119
Valmark Advisers
Ohio
$7.11M +$1.7M +14,225 +34%
MSFS
120
Main Street Financial Solutions
Pennsylvania
$7.06M +$868K +7,273 +15%
PWA
121
Phoenix Wealth Advisors
North Carolina
$6.96M +$327K +2,741 +5%
PW
122
Peninsula Wealth
California
$6.74M +$3.84M +32,199 +170%
M&T Bank
123
M&T Bank
New York
$6.62M -$3.21M -26,947 -34%
GRP
124
Global Retirement Partners
California
$6.59M +$251K +2,103 +4%
Allianz Asset Management
125
Allianz Asset Management
Germany
$6.5M +$6.08M +50,990 New

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.