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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
B
176
Bailard
California
$3.3M -$44.1K -370 -1%
EWM
177
Endowment Wealth Management
Wisconsin
$3.22M +$388K +3,253 +15%
IAN
178
Integrated Advisors Network
Texas
$3.21M -$2.21M -18,537 -42%
SSWG
179
Seven Springs Wealth Group
Tennessee
$3.21M +$85.5K +717 +3%
Northern Trust
180
Northern Trust
Illinois
$3.21M +$741K +6,212 +33%
HCM
181
Hollencrest Capital Management
California
$3.16M
HWM
182
HB Wealth Management
Georgia
$3.13M
GC
183
Garde Capital
Washington
$3.11M -$21.8K -183 -0.7%
CTC
184
Central Trust Company
Missouri
$3.08M +$2.03K +17 +0.1%
Prudential Financial
185
Prudential Financial
New Jersey
$3.07M +$185K +1,550 +7%
IFG
186
Independent Financial Group
California
$3.02M +$63.9K +536 +2%
FCI
187
Financial Counselors Inc
Kansas
$2.99M +$349K +2,924 +14%
WP
188
WealthShield Partners
North Carolina
$2.95M -$23.4K -196 -0.8%
OFG
189
Omega Financial Group
California
$2.94M +$71.1K +596 +3%
RP
190
Riverbridge Partners
Minnesota
$2.91M +$530K +4,445 +24%
Mercer Global Advisors
191
Mercer Global Advisors
Colorado
$2.91M +$200K +1,675 +8%
WHCFA
192
William Howard & Co Financial Advisors
Tennessee
$2.88M
PD
193
Planning Directions
Pennsylvania
$2.78M -$176K -1,475 -6%
BWA
194
Beam Wealth Advisors
Louisiana
$2.73M +$2.56M +21,449 New
Marshall Wace
195
Marshall Wace
United Kingdom
$2.69M -$5.81M -48,723 -70%
CPIA
196
Cornell Pochily Investment Advisors
New York
$2.69M +$272K +2,279 +12%
DADC
197
D.A. Davidson & Co
Montana
$2.68M -$24.8K -208 -1%
KAM
198
Knightsbridge Asset Management
California
$2.66M +$53.4K +448 +2%
SFO
199
Stokes Family Office
Louisiana
$2.66M +$12.3K +103 +0.5%
GLA
200
Good Life Advisors
Pennsylvania
$2.48M -$73.6K -617 -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.