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iShares Core S&P US Growth ETF

367 hedge funds and large institutions have $6.32B invested in iShares Core S&P US Growth ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 122 increasing their positions, 133 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 30

26% more capital invested

Capital invested by funds: $5B → $6.32B (+$1.32B)

4% more funds holding

Funds holding: 353367 (+14)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

8% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 133

1.02% less ownership

Funds ownership: 72.7%71.68% (-1%)

Holders
367
Holders Change
+14
Holders Change %
+3.97%
% of All Funds
7.53%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
47
Increased
122
Reduced
133
Closed
30
Calls
$11K
Puts
Net Calls
+$11K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
PG
226
Patten Group
Tennessee
$332K +$1.66K +25 +0.5%
HCIA
227
Hochman Cole Investment Advisors
Illinois
$331K
SCM
228
SOL Capital Management
Maryland
$323K
FCCM
229
First City Capital Management
Georgia
$323K +$57.2K +861 +24%
MA
230
Mutual Advisors
Nebraska
$315K -$2.19K -33 -0.7%
LFAS
231
Level Four Advisory Services
Texas
$314K -$7.46M -112,284 -96%
GIA
232
Gladstone Institutional Advisory
Florida
$314K -$1.61M -24,207 -85%
LIM
233
Leavell Investment Management
Alabama
$310K
SFA
234
Sequoia Financial Advisors
Ohio
$300K -$24.6K -370 -8%
LA
235
LexAurum Advisors
Kansas
$300K +$278K +4,179 New
KA
236
Kovack Advisors
Florida
$292K -$239K -3,599 -47%
EWM
237
Endurance Wealth Management
Rhode Island
$288K +$133K +2,000 +100%
Prudential Financial
238
Prudential Financial
New Jersey
$284K +$8.11K +122 +3%
NFG
239
Norris Financial Group
South Carolina
$281K -$122K -1,837 -32%
SCM
240
Seascape Capital Management
New Hampshire
$277K +$2.79K +42 +1%
MA
241
MONECO Advisors
Connecticut
$276K +$465 +7 +0.2%
BEI
242
Benjamin Edwards Inc
Missouri
$276K +$69.1K +1,040 +37%
GVAG
243
Great Valley Advisor Group
Delaware
$275K +$15.3K +230 +6%
STB
244
S&T Bank
Pennsylvania
$274K
WS
245
Wedbush Securities
California
$273K -$100K -1,507 -28%
CTC
246
Central Trust Company
Missouri
$272K +$144K +2,173 +135%
EFS
247
Essex Financial Services
Connecticut
$267K -$370K -5,564 -60%
DP
248
Denver PWM
Colorado
$262K +$242K +3,641 New
SWM
249
SeaCrest Wealth Management
New York
$261K -$9.9K -149 -4%
PA
250
PSI Advisors
Florida
$261K -$9.37K -141 -4%

IUSG Hedge Fund Activity: Q2 2020 in Review

367 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q2 2020, worth a combined $6.32B — up 26% from $5B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IUSG positions and 30 closed out — a net gain of 17 holders — while 122 added to existing stakes and 133 trimmed.

The largest buyer was Bank of America, adding an estimated $153M. The largest seller was UBS Group, cutting an estimated $60M.

  • 367 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q2 2020, up from 353 in Q1 2020.
  • Funds reported $6.32B of iShares Core S&P US Growth ETF stock for Q2 2020, up 26% quarter-over-quarter.
  • 47 funds opened new iShares Core S&P US Growth ETF positions in Q2 2020 and 30 closed out, a net change of +17 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q2 2020 was Bank of America, an estimated $153M added.
  • The largest iShares Core S&P US Growth ETF seller in Q2 2020 was UBS Group, an estimated $60M sold.

Based on aggregated 13F filings for Q2 2020.