iShares Core S&P US Growth ETF
IUSG
603 hedge funds and large institutions have $12.1B invested in iShares Core S&P US Growth ETF in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 213 increasing their positions, 189 reducing their positions, and 39 closing their positions.
137% more call options, than puts
Call options by funds: $147K | Put options by funds: $62K
121% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 39
24% more capital invested
Capital invested by funds: $9.77B → $12.1B (+$2.31B)
13% more repeat investments, than reductions
Existing positions increased: 213 | Existing positions reduced: 189
8.09% more ownership
Funds ownership: 72.7% → 80.79% (+8.1%)
6% more funds holding
Funds holding: 568 → 603 (+35)
5% more funds holding in top 10
Funds holding in top 10: 37 → 39 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.13B |
| 2 |
JP Morgan Chase
New York
|
+$180M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$48.9M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
+$42M |
| 5 |
TVAMP
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
+$37.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
-$45.1M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$23.3M |
| 3 |
AAMA
Advanced Asset Management Advisors
Dublin,
Ohio
|
-$11.8M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$11.4M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$9.84M |
IUSG Hedge Fund Activity: Q4 2023 in Review
603 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q4 2023, worth a combined $12.1B — up 24% from $9.77B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new IUSG positions and 39 closed out — a net gain of 47 holders — while 213 added to existing stakes and 189 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.13B. The largest seller was Legacy Financial Group (Iowa), cutting an estimated $45.1M.
- 603 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q4 2023, up from 568 in Q3 2023.
- Funds reported $12.1B of iShares Core S&P US Growth ETF stock for Q4 2023, up 24% quarter-over-quarter.
- 86 funds opened new iShares Core S&P US Growth ETF positions in Q4 2023 and 39 closed out, a net change of +47 holders.
- The largest iShares Core S&P US Growth ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.13B added.
- The largest iShares Core S&P US Growth ETF seller in Q4 2023 was Legacy Financial Group (Iowa), an estimated $45.1M sold.
Based on aggregated 13F filings for Q4 2023.