iShares Core S&P US Growth ETF
IUSG
566 hedge funds and large institutions have $10B invested in iShares Core S&P US Growth ETF in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 192 increasing their positions, 186 reducing their positions, and 33 closing their positions.
2,054% more call options, than puts
Call options by funds: $840K | Put options by funds: $39K
48% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 33
15% more capital invested
Capital invested by funds: $8.76B → $10B (+$1.27B)
3% more funds holding in top 10
Funds holding in top 10: 33 → 34 (+1)
2% more funds holding
Funds holding: 553 → 566 (+13)
1.08% more ownership
Funds ownership: 71.98% → 73.05% (+1.1%)
3% more repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 186
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$60.9M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$42.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$40.6M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$20.6M |
| 5 |
FWI
Facet Wealth Inc
Baltimore,
Maryland
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$12.7M |
| 2 |
Amundi
Paris,
France
|
-$10.6M |
| 3 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$7.37M |
| 4 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
-$7.17M |
| 5 |
CFA
Cahill Financial Advisors
Edina,
Minnesota
|
-$5.46M |
IUSG Hedge Fund Activity: Q2 2023 in Review
566 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q2 2023, worth a combined $10B — up 15% from $8.76B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new IUSG positions and 33 closed out — a net gain of 16 holders — while 192 added to existing stakes and 186 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $60.9M. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $12.7M.
- 566 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q2 2023, up from 553 in Q1 2023.
- Funds reported $10B of iShares Core S&P US Growth ETF stock for Q2 2023, up 15% quarter-over-quarter.
- 49 funds opened new iShares Core S&P US Growth ETF positions in Q2 2023 and 33 closed out, a net change of +16 holders.
- The largest iShares Core S&P US Growth ETF buyer in Q2 2023 was Morgan Stanley, an estimated $60.9M added.
- The largest iShares Core S&P US Growth ETF seller in Q2 2023 was JP Morgan Private Wealth Advisors, an estimated $12.7M sold.
Based on aggregated 13F filings for Q2 2023.