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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
VA
151
Vident Advisory
Georgia
$4.17M +$885K +7,418 +29%
NA
152
NewEdge Advisors
Louisiana
$4.16M +$810K +6,794 +26%
TPW
153
Transatlantique Private Wealth
New York
$4.15M +$223K +1,870 +6%
PCM
154
Parsons Capital Management
Rhode Island
$4.13M +$29.2K +245 +0.8%
SFS
155
Sowell Financial Services
Arkansas
$4.1M +$1.65M +13,798 +75%
MP
156
McDonald Partners
Ohio
$4.08M
AWS
157
Atria Wealth Solutions
New York
$4.04M +$77.4K +649 +2%
MFG
158
MidWestOne Financial Group
Iowa
$4.04M -$175K -1,467 -4%
LAS
159
Legacy Advisory Services
Pennsylvania
$3.84M -$32.8K -275 -0.9%
WG
160
Watchman Group
Texas
$3.82M -$201K -1,684 -5%
NWWA
161
New Wave Wealth Advisors
Arkansas
$3.79M +$3.55M +29,733 New
TIAA Trust, National Association
162
TIAA Trust, National Association
North Carolina
$3.73M -$33.2K -278 -0.9%
CIAS
163
Capital Investment Advisory Services
North Carolina
$3.72M -$39.4K -330 -1%
MWA
164
Merkkuri Wealth Advisors
New York
$3.71M +$3.47M +29,123 New
NCM
165
Neumann Capital Management
California
$3.69M -$89.5K -750 -3%
PTC
166
Private Trust Company
Ohio
$3.62M +$139K +1,164 +4%
WAP
167
Wealthcare Advisory Partners
Pennsylvania
$3.57M -$48.9K -410 -1%
WWM
168
Western Wealth Management
Colorado
$3.56M -$89.7K -752 -3%
GP
169
Greenline Partners
New York
$3.54M
AL
170
Aspiriant LLC
California
$3.54M -$58.4K -490 -2%
EFS
171
Essex Financial Services
Connecticut
$3.48M +$743K +6,226 +27%
FPW
172
Flagship Private Wealth
Massachusetts
$3.46M +$83.5K +700 +3%
AWMT
173
AAFMAA Wealth Management & Trust
North Carolina
$3.46M +$3.24M +27,134 New
JFG
174
JMG Financial Group
Illinois
$3.34M
CM
175
Columbus Macro
Pennsylvania
$3.31M -$104K -875 -3%

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.