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iShares Core S&P US Growth ETF

477 hedge funds and large institutions have $8.48B invested in iShares Core S&P US Growth ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 148 increasing their positions, 135 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,375% more call options, than puts

Call options by funds: $339K | Put options by funds: $4K

100% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 26

20% more funds holding in top 10

Funds holding in top 10: 2024 (+4)

4% more funds holding

Funds holding: 459477 (+18)

10% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 135

4% more capital invested

Capital invested by funds: $8.12B → $8.48B (+$357M)

0.6% more ownership

Funds ownership: 69.05%69.65% (+0.6%)

Holders
477
Holders Change
+18
Holders Change %
+3.92%
% of All Funds
8.35%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.42%
New
52
Increased
148
Reduced
135
Closed
26
Calls
$339K
Puts
$4K
Net Calls
+$335K
Net Calls Change
+$61K
Name Holding Trade Value Shares
Change
Change in
Stake
DSA
226
Droms Strauss Advisors
Missouri
$624K
PP
227
Patten & Patten
Tennessee
$623K
SW
228
SVB Wealth
Massachusetts
$616K -$6.02K -57 -0.9%
ACG
229
Allen Capital Group
Nebraska
$604K +$4.01K +38 +0.6%
CAG
230
Csenge Advisory Group
Florida
$599K +$37.1K +351 +6%
Citigroup
231
Citigroup
New York
$597K -$377K -3,571 -38%
BCA
232
Berman Capital Advisors
Georgia
$590K +$1.16K +11 +0.2%
GIA
233
Gladstone Institutional Advisory
Florida
$580K +$17.6K +167 +3%
BSI
234
Bennett Selby Investments
Maine
$578K
LRIA
235
Leonard Rickey Investment Advisors
Washington
$578K +$24.8K +235 +4%
BAAM
236
Baker Avenue Asset Management
California
$572K -$122K -1,154 -17%
VWA
237
Visionary Wealth Advisors
Illinois
$571K +$34.8K +329 +6%
BFC
238
Bedel Financial Consulting
Indiana
$563K +$12.1K +115 +2%
LW
239
Linscomb Wealth
Texas
$555K
DJSG
240
D.J. St. Germain
Massachusetts
$545K
FTUS
241
Flow Traders U.S.
New York
$543K -$1.51M -14,315 -73%
KW
242
KWB Wealth
California
$541K -$236K -2,235 -30%
LFA
243
Legacy Financial Advisors
Kentucky
$536K -$4.12K -39 -0.7%
YIH
244
Y-Intercept (HK)
Hong Kong
$527K +$543K +5,144 New
LNWWM
245
Laird Norton Wetherby Wealth Management
California
$516K
BFA
246
Beaumont Financial Advisors
Massachusetts
$511K
IC
247
IEQ Capital
California
$507K -$4.86K -46 -0.9%
HFA
248
High Falls Advisors
New York
$504K
CRCM
249
Corbett Road Capital Management
Virginia
$503K +$48.1K +455 +10%
WCG
250
Weaver Consulting Group
California
$494K

IUSG Hedge Fund Activity: Q3 2021 in Review

477 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q3 2021, worth a combined $8.48B — up 4.4% from $8.12B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IUSG positions and 26 closed out — a net gain of 26 holders — while 148 added to existing stakes and 135 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $49.5M. The largest seller was Bank of America, cutting an estimated $28.9M.

  • 477 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q3 2021, up from 459 in Q2 2021.
  • Funds reported $8.48B of iShares Core S&P US Growth ETF stock for Q3 2021, up 4.4% quarter-over-quarter.
  • 52 funds opened new iShares Core S&P US Growth ETF positions in Q3 2021 and 26 closed out, a net change of +26 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q3 2021 was AE Wealth Management, an estimated $49.5M added.
  • The largest iShares Core S&P US Growth ETF seller in Q3 2021 was Bank of America, an estimated $28.9M sold.

Based on aggregated 13F filings for Q3 2021.