We are live on ! Find out more
IUSG icon

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
WSFS
251
Wilmington Savings Fund Society
Delaware
$259K
KWM
252
Kingsview Wealth Management
Oregon
$255K +$236K +3,549 New
RP
253
Riverbridge Partners
Minnesota
$251K -$521K -7,834 -69%
Cetera Investment Advisers
254
Cetera Investment Advisers
Illinois
$249K +$230K +3,467 New
LNC
255
Lincoln National Corp
Pennsylvania
$247K -$10.3K -155 -4%
CA
256
Claro Advisors
Massachusetts
$245K +$226K +3,405 New
VWA
257
V Wealth Advisors
Kansas
$244K -$43.7K -657 -16%
GWCM
258
Godshalk Welsh Capital Management
Pennsylvania
$244K +$226K +3,400 New
SMFS
259
Squar Milner Financial Services
California
$242K
MCP
260
Mirador Capital Partners
California
$240K +$532 +8 +0.2%
VFA
261
Voya Financial Advisors
Connecticut
$239K -$23.1K -348 -9%
IDA
262
Intelligence Driven Advisers
California
$234K +$217K +3,259 New
SI
263
Stephens Inc
Arkansas
$232K +$214K +3,225 New
LJAC
264
L.J. Altfest & Co
New York
$230K +$213K +3,200 New
BUB
265
BBVA USA Bancshares
Texas
$229K +$212K +3,186 New
OC
266
Oarsman Capital
Wisconsin
$228K +$211K +3,176 New
KPWG
267
KFA Private Wealth Group
Virginia
$223K +$207K +3,108 New
Mercer Global Advisors
268
Mercer Global Advisors
Colorado
$219K -$31.2K -470 -13%
WBC
269
West Branch Capital
Massachusetts
$217K +$201K +3,018 New
MIS
270
Morningstar Investment Services
Illinois
$216K +$201K +3,030 New
IA
271
IndexIQ Advisors
New York
$214K -$679K -10,214 -77%
HL
272
HeadInvest LLC
Maine
$212K +$196K +2,950 New
CFSG
273
Community Financial Services Group
Vermont
$209K +$193K +2,905 New
SFS
274
Sowell Financial Services
Arkansas
$208K -$14.9K -225 -7%
AA
275
Ancora Advisors
Ohio
$204K +$35.8K +539 +23%

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.