iShares Core S&P US Growth ETF
IUSG
217 hedge funds and large institutions have $3.61B invested in iShares Core S&P US Growth ETF in 2018 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 98 increasing their positions, 51 reducing their positions, and 19 closing their positions.
92% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 51
21% more capital invested
Capital invested by funds: $2.98B → $3.61B (+$636M)
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
11% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 19
2.24% more ownership
Funds ownership: 66.39% → 68.63% (+2.2%)
0% more funds holding
Funds holding: 216 → 217 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$122M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$108M |
| 3 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$103M |
| 4 |
LPL Financial
San Diego,
California
|
+$39.3M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$24.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAG
GM Advisory Group
Melville,
New York
|
-$16.5M |
| 2 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$7.96M |
| 3 |
F
F3Logic
Burnsville,
Minnesota
|
-$7.1M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.48M |
| 5 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$5.18M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CF
226
Centaurus Financial
Anaheim,
California
| – | -$110K | -1,924 | Closed |
|
227
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$75K | -1,310 | Closed |
|
|
SFSIG
228
San Francisco Sentry Investment Group
San Francisco,
California
| – | -$40K | -700 | Closed |
|
|
B
229
Bridgeworth
Birmingham,
Alabama
| – | -$23K | -417 | Closed |
|
|
RFC
230
Regions Financial Corp
Birmingham,
Alabama
| – | -$21K | -371 | Closed |
|
|
BCA
231
Bay Colony Advisors
Concord,
Massachusetts
| – | -$20K | -356 | Closed |
|
232
SEI Investments
Oaks,
Pennsylvania
| – | -$16K | -280 | Closed |
|
233
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$6K | -100 | Closed |
|
|
KCPG
234
Kavar Capital Partners Group
Leawood,
Kansas
| – | -$6K | -100 | Closed |
|
|
AOWM
235
Alpha Omega Wealth Management
Richmond,
Virginia
| – | -$2K | -34 | Closed |
|
|
CDIA
236
Capital Directions Investment Advisors
Atlanta,
Georgia
| – | -$1K | -24 | Closed |
|
IUSG Hedge Fund Activity: Q3 2018 in Review
217 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q3 2018, worth a combined $3.61B — up 21% from $2.98B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new IUSG positions and 19 closed out — a net gain of 2 holders — while 98 added to existing stakes and 51 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $122M. The largest seller was GM Advisory Group, exiting entirely with an estimated $16.5M sold.
- 217 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q3 2018, up from 216 in Q2 2018.
- Funds reported $3.61B of iShares Core S&P US Growth ETF stock for Q3 2018, up 21% quarter-over-quarter.
- 21 funds opened new iShares Core S&P US Growth ETF positions in Q3 2018 and 19 closed out, a net change of +2 holders.
- The largest iShares Core S&P US Growth ETF buyer in Q3 2018 was Jones Financial Companies, an estimated $122M added.
- The largest iShares Core S&P US Growth ETF seller in Q3 2018 was GM Advisory Group, an estimated $16.5M sold.
Based on aggregated 13F filings for Q3 2018.