iShares Core S&P US Growth ETF
IUSG
569 hedge funds and large institutions have $9.8B invested in iShares Core S&P US Growth ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 177 increasing their positions, 184 reducing their positions, and 43 closing their positions.
157% more call options, than puts
Call options by funds: $390K | Put options by funds: $152K
19% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 43
9% more funds holding in top 10
Funds holding in top 10: 34 → 37 (+3)
4% more capital inflows, than outflows
Capital inflows: $394M | Capital outflows: $379M
0% more funds holding
Funds holding: 567 → 569 (+2)
0.36% less ownership
Funds ownership: 73.08% → 72.71% (-0.36%)
4% less repeat investments, than reductions
Existing positions increased: 177 | Existing positions reduced: 184
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$139M |
| 2 |
LPL Financial
San Diego,
California
|
+$35.8M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$17.2M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$14.3M |
| 5 |
AE Wealth Management
Topeka,
Kansas
|
+$12.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$149M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$60.8M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$28.7M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$12.9M |
| 5 |
Financial Advocates Investment Management
Olympia,
Washington
|
-$6.39M |
IUSG Hedge Fund Activity: Q3 2023 in Review
569 of the 6,317 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q3 2023, worth a combined $9.8B — down 2.6% from $10B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new IUSG positions and 43 closed out — a net gain of 8 holders — while 177 added to existing stakes and 184 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $139M. The largest seller was Bank of America, cutting an estimated $149M.
- 569 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q3 2023, up from 567 in Q2 2023.
- Funds reported $9.8B of iShares Core S&P US Growth ETF stock for Q3 2023, down 2.6% quarter-over-quarter.
- 51 funds opened new iShares Core S&P US Growth ETF positions in Q3 2023 and 43 closed out, a net change of +8 holders.
- The largest iShares Core S&P US Growth ETF buyer in Q3 2023 was Morgan Stanley, an estimated $139M added.
- The largest iShares Core S&P US Growth ETF seller in Q3 2023 was Bank of America, an estimated $149M sold.
Based on aggregated 13F filings for Q3 2023.