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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
WTC
251
WhitTier Trust Company
Nevada
$5K
RAM
252
Riggs Asset Management
Pennsylvania
$4K
EWM
253
Executive Wealth Management
Michigan
$2K
HFM
254
Hartford Financial Management
Connecticut
$2K
Bank of Montreal
255
Bank of Montreal
Ontario, Canada
$2K +$1.49K +26 New
JFA
256
JNBA Financial Advisors
Minnesota
$2K +$2.01K +35 New
YWP
257
YorkBridge Wealth Partners
New York
$1K
GT
258
Glenmede Trust
Pennsylvania
$19
Westfield Capital Management
259
Westfield Capital Management
Massachusetts
-$5.98M -113,403 Closed
CAM
260
Congress Asset Management
Massachusetts
-$5.59M -106,053 Closed
CGA
261
Crescent Grove Advisors
Illinois
-$5.46M -103,546 Closed
OAM
262
Oppenheimer Asset Management
New York
-$3.32M -63,058 Closed
FI
263
FormulaFolio Investments
Michigan
-$2.3M -37,069 Closed
AT
264
Arden Trust
Delaware
-$1.18M -22,447 Closed
CL
265
Cabana LLC
Arkansas
-$851K -16,150 Closed
LI
266
LVZ Inc
Michigan
-$838K -15,905 Closed
WI
267
WrapManager Inc
California
-$730K -13,859 Closed
MCG
268
MACRO Consulting Group
New Jersey
-$616K -11,703 Closed
M&T Bank
269
M&T Bank
New York
-$588K -11,165 Closed
FIA
270
Foundations Investment Advisors
Arizona
-$558K -9,719 Closed
AFM
271
Andesa Financial Management
Pennsylvania
-$374K -7,102 Closed
Deutsche Bank
272
Deutsche Bank
Germany
-$326K -6,195 Closed
Renaissance Technologies
273
Renaissance Technologies
New York
-$316K -6,000 Closed
BCM
274
Bienville Capital Management
New York
-$254K -4,815 Closed
BAM
275
Berkshire Asset Management
Pennsylvania
-$217K -4,127 Closed

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.