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iShares Core S&P US Growth ETF

257 hedge funds and large institutions have $4.06B invested in iShares Core S&P US Growth ETF in 2019 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 93 increasing their positions, 70 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 70

23% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 35

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

15% more capital invested

Capital invested by funds: $3.52B → $4.06B (+$538M)

2.96% more ownership

Funds ownership: 64.73%67.69% (+3%)

2% more funds holding

Funds holding: 251257 (+6)

Holders
257
Holders Change
+6
Holders Change %
+2.39%
% of All Funds
5.56%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.37%
New
43
Increased
93
Reduced
70
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
226
Archer Investment Corporation
Indiana
$28K
HNB
227
Huntington National Bank
Ohio
$28K
OWD
228
Osborn Williams & Donohoe
Ohio
$27K +$25.1K +438 New
FFW
229
Fusion Family Wealth
New York
$26K -$8.38K -146 -25%
GWMIA
230
Global Wealth Management Investment Advisory
Florida
$26K
SEI Investments
231
SEI Investments
Pennsylvania
$21K +$11.1K +194 +123%
BL
232
Balentine LLC
Georgia
$19K -$12.4K -216 -41%
SBL
233
Sargent Bickham Lagudis
Colorado
$18K -$4.99K -87 -23%
CIAS
234
Capital Investment Advisory Services
North Carolina
$18K
CWM
235
Catamount Wealth Management
Connecticut
$17K
TC
236
Truvestments Capital
Florida
$16K +$15K +261 New
FRA
237
Front Row Advisors
California
$15K
LWA
238
Lenox Wealth Advisors
New York
$13K
TFGT
239
TS Financial Group (TSFG)
Illinois
$13K +$12.3K +214 New
GI
240
Gradient Investments
Minnesota
$12K -$6.48K -113 -36%
JCM
241
Jacobi Capital Management
Pennsylvania
$12K
CAW
242
Cornerstone Advisors (Washington)
Washington
$12K +$11.6K +202 New
RIA
243
Realta Investment Advisors
Delaware
$12K +$11.8K +205 New
BAM
244
Barrett Asset Management
New York
$8K
TCM
245
TD Capital Management
Tennessee
$8K +$57 +1 +0.7%
LPWM
246
Lake Point Wealth Management
Texas
$8K +$6.88K +120 New
AIM
247
Anchor Investment Management
South Carolina
$7.84K
ADL
248
Asset Dedication LLC
California
$7K
BBNA
249
Bremer Bank National Association
Minnesota
$6K +$5.74K +100 New
TA
250
TCG Advisors
Texas
$6K +$5.91K +103 New

IUSG Hedge Fund Activity: Q1 2019 in Review

257 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q1 2019, worth a combined $4.06B — up 15% from $3.52B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new IUSG positions and 35 closed out — a net gain of 8 holders — while 93 added to existing stakes and 70 trimmed.

The largest buyer was Bank of America, adding an estimated $40.9M. The largest seller was ClearBridge Investments, cutting an estimated $87.9M.

  • 257 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q1 2019, up from 251 in Q4 2018.
  • Funds reported $4.06B of iShares Core S&P US Growth ETF stock for Q1 2019, up 15% quarter-over-quarter.
  • 43 funds opened new iShares Core S&P US Growth ETF positions in Q1 2019 and 35 closed out, a net change of +8 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q1 2019 was Bank of America, an estimated $40.9M added.
  • The largest iShares Core S&P US Growth ETF seller in Q1 2019 was ClearBridge Investments, an estimated $87.9M sold.

Based on aggregated 13F filings for Q1 2019.