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iShares Core S&P US Growth ETF

272 hedge funds and large institutions have $4.45B invested in iShares Core S&P US Growth ETF in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 108 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

61% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 67

10% more capital invested

Capital invested by funds: $4.06B → $4.45B (+$395M)

6% more funds holding

Funds holding: 257272 (+15)

0.9% less ownership

Funds ownership: 67.69%66.79% (-0.9%)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
272
Holders Change
+15
Holders Change %
+5.84%
% of All Funds
5.91%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.33%
New
37
Increased
108
Reduced
67
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
251
TS Financial Group (TSFG)
Illinois
$13K
GI
252
Gradient Investments
Minnesota
$11K -$2.03K -33 -16%
BAM
253
Barrett Asset Management
New York
$9K
TWA
254
TCI Wealth Advisors
Arizona
$9K +$9.29K +151 New
AIM
255
Anchor Investment Management
South Carolina
$8.15K
JCM
256
Jacobi Capital Management
Pennsylvania
$8K -$4.55K -74 -37%
LPWM
257
Lake Point Wealth Management
Texas
$8K
TCM
258
TD Capital Management
Tennessee
$8K
MWP
259
MYCIO Wealth Partners
Pennsylvania
$8K +$8K +130 New
ADL
260
Asset Dedication LLC
California
$7K
RFM
261
Royal Fund Management
Florida
$7K +$6.89K +112 New
KCPG
262
Kavar Capital Partners Group
Kansas
$6K +$6.15K +100 New
RAM
263
Riggs Asset Management
Pennsylvania
$5K
WTC
264
WhitTier Trust Company
Nevada
$5K
PCA
265
Providence Capital Advisors
North Carolina
$4K +$4.18K +68 New
EWM
266
Executive Wealth Management
Michigan
$2K
HFM
267
Hartford Financial Management
Connecticut
$2K
JFA
268
JNBA Financial Advisors
Minnesota
$2K
Bank of Montreal
269
Bank of Montreal
Ontario, Canada
$1K -$246 -4 -15%
YWP
270
YorkBridge Wealth Partners
New York
$1K
CPIA
271
Cornell Pochily Investment Advisors
New York
$305 +$62K +1,008 +26%
GT
272
Glenmede Trust
Pennsylvania
$20
TFS
273
Thoroughbred Financial Services
Tennessee
-$1.9M -31,534 Closed
JIP
274
Jaffetilchin Investment Partners
Florida
-$1.06M -17,563 Closed
BRWA
275
B. Riley Wealth Advisors
Florida
-$859K -14,226 Closed

IUSG Hedge Fund Activity: Q2 2019 in Review

272 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q2 2019, worth a combined $4.45B — up 9.7% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IUSG positions and 17 closed out — a net gain of 20 holders — while 108 added to existing stakes and 67 trimmed.

The largest buyer was Bank of America, adding an estimated $152M. The largest seller was Goldman Sachs, cutting an estimated $24.1M.

  • 272 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q2 2019, up from 257 in Q1 2019.
  • Funds reported $4.45B of iShares Core S&P US Growth ETF stock for Q2 2019, up 9.7% quarter-over-quarter.
  • 37 funds opened new iShares Core S&P US Growth ETF positions in Q2 2019 and 17 closed out, a net change of +20 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q2 2019 was Bank of America, an estimated $152M added.
  • The largest iShares Core S&P US Growth ETF seller in Q2 2019 was Goldman Sachs, an estimated $24.1M sold.

Based on aggregated 13F filings for Q2 2019.