We are live on ! Find out more
IUSG icon

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
BPA
201
Beacon Pointe Advisors
California
$2.47M +$12.6K +106 +0.6%
LPT
202
Legacy Private Trust
Wisconsin
$2.46M
FTUS
203
Flow Traders U.S.
New York
$2.44M +$2.29M +19,181 New
TW
204
Traveka Wealth
California
$2.44M
IC
205
IEQ Capital
California
$2.43M +$1.55M +13,021 +215%
ES
206
Eagle Strategies
New York
$2.4M +$1.76M +14,769 +362%
GVAG
207
Great Valley Advisor Group
Delaware
$2.38M +$500K +4,188 +29%
TWM
208
TriaGen Wealth Management
California
$2.34M -$67.8K -568 -3%
QCM
209
Quantinno Capital Management
New York
$2.3M
CG
210
Caprock Group
Idaho
$2.21M +$119 +1 +0%
Envestnet Portfolio Solutions
211
Envestnet Portfolio Solutions
Illinois
$2.2M -$1.35M -11,352 -40%
SFG
212
Sovereign Financial Group
Connecticut
$2.18M -$4.53K -38 -0.2%
JPWM
213
Jamison Private Wealth Management
Georgia
$2.11M -$31.3K -262 -2%
CPIG
214
Chicago Partners Investment Group
Illinois
$2.03M -$12.3K -103 -0.6%
PWA
215
Provenance Wealth Advisors
Florida
$2.03M
SPC
216
Sigma Planning Corp
Michigan
$2.01M -$2.03K -17 -0.1%
ACA
217
Ackerman Capital Advisors
Texas
$2.01M
Jane Street
218
Jane Street
New York
$1.99M +$1.86M +15,618 New
SFA
219
Sequoia Financial Advisors
Ohio
$1.96M -$157K -1,318 -8%
CFA
220
Cahill Financial Advisors
Minnesota
$1.95M +$7.04K +59 +0.4%
PA
221
PFG Advisors
Arizona
$1.92M +$76.3K +640 +4%
PFS
222
Prospera Financial Services
Texas
$1.91M -$61.2K -513 -3%
CP
223
Coho Partners
Pennsylvania
$1.84M -$20.4M -170,806 -92%
TWC
224
TD Waterhouse Canada
Ontario, Canada
$1.81M +$176K +1,479 +12%
EWA
225
EP Wealth Advisors
California
$1.8M +$114K +954 +7%

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.