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iShares Core S&P US Growth ETF

432 hedge funds and large institutions have $7.41B invested in iShares Core S&P US Growth ETF in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 124 increasing their positions, 158 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

2% more funds holding

Funds holding: 423432 (+9)

0.29% more ownership

Funds ownership: 70.27%70.56% (+0.29%)

0% less capital invested

Capital invested by funds: $7.42B → $7.41B (-$2.14M)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

22% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 158

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $8K

Holders
432
Holders Change
+9
Holders Change %
+2.13%
% of All Funds
7.59%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.4%
New
47
Increased
124
Reduced
158
Closed
31
Calls
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$10K
Name Holding Trade Value Shares
Change
Change in
Stake
HFG
226
Heron Financial Group
New York
$578K +$12.4K +138 +2%
PP
227
Patten & Patten
Tennessee
$552K
DSA
228
Droms Strauss Advisors
Missouri
$551K
CWM
229
Collaborative Wealth Management
Florida
$551K +$470K +5,219 New
SW
230
SVB Wealth
Massachusetts
$549K -$8.74K -97 -2%
SL
231
Savior LLC
Massachusetts
$545K -$901 -10 -0.2%
RCAG
232
Rehmann Capital Advisory Group
Michigan
$545K +$51.5K +572 +11%
LRIA
233
Leonard Rickey Investment Advisors
Washington
$529K -$8.47K -94 -2%
BSI
234
Bennett Selby Investments
Maine
$512K
LFA
235
Legacy Financial Advisors
Kentucky
$497K
NF
236
Nikulski Financial
Iowa
$496K -$24.3K -270 -5%
BFC
237
Bedel Financial Consulting
Indiana
$486K -$1.08K -12 -0.2%
DJSG
238
D.J. St. Germain
Massachusetts
$483K -$13.6K -151 -3%
CAG
239
Csenge Advisory Group
Florida
$471K +$443K +4,921 New
GIA
240
Gladstone Institutional Advisory
Florida
$468K +$90.9K +1,009 +24%
HFA
241
High Falls Advisors
New York
$465K -$54.1K -600 -10%
ASN
242
Advisory Services Network
Georgia
$465K -$721 -8 -0.2%
VWA
243
Visionary Wealth Advisors
Illinois
$463K +$6.67K +74 +1%
BFA
244
Beaumont Financial Advisors
Massachusetts
$453K
ACG
245
Allen Capital Group
Nebraska
$451K +$448K +4,970 New
WCG
246
Weaver Consulting Group
California
$449K
SWA
247
Stratos Wealth Advisors
Ohio
$441K -$6.76K -75 -2%
SCM
248
Seascape Capital Management
New Hampshire
$437K -$5.5K -61 -1%
IC
249
IEQ Capital
California
$434K +$430K +4,775 New
GG
250
GenWealth Group
New Jersey
$421K

IUSG Hedge Fund Activity: Q1 2021 in Review

432 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q1 2021, worth a combined $7.41B — down 0.03% from $7.42B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IUSG positions and 31 closed out — a net gain of 16 holders — while 124 added to existing stakes and 158 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $28.4M. The largest seller was Bank of America, cutting an estimated $125M.

  • 432 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q1 2021, up from 423 in Q4 2020.
  • Funds reported $7.41B of iShares Core S&P US Growth ETF stock for Q1 2021, down 0.03% quarter-over-quarter.
  • 47 funds opened new iShares Core S&P US Growth ETF positions in Q1 2021 and 31 closed out, a net change of +16 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q1 2021 was Morgan Stanley, an estimated $28.4M added.
  • The largest iShares Core S&P US Growth ETF seller in Q1 2021 was Bank of America, an estimated $125M sold.

Based on aggregated 13F filings for Q1 2021.