iShares Core S&P US Growth ETF
IUSG
567 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, 187 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
218% more capital inflows, than outflows
Capital inflows: $397M | Capital outflows: $125M
48% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 33
3% more funds holding in top 10
Funds holding in top 10: 33 → 34 (+1)
2% more funds holding
Funds holding: 554 → 567 (+13)
1.07% more ownership
Funds ownership: 72% → 73.08% (+1.1%)
3% more repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 187
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 |
Facet Wealth Inc
Baltimore,
Maryland
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$12.7M |
| 2 |
Amundi
Paris,
France
|
-$10.6M |
| 3 |
RWA Wealth Partners
Newton,
Massachusetts
|
-$7.37M |
| 4 |
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
-$7.17M |
| 5 |
Cahill Financial Advisors
Edina,
Minnesota
|
-$5.46M |
IUSG Hedge Fund Activity: Q2 2023 in Review
567 of the 6,389 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 13% from $8.87B 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 187 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.
- 567 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q2 2023, up from 554 in Q1 2023.
- Funds reported $10B of iShares Core S&P US Growth ETF stock for Q2 2023, up 13% 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.