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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
GWM
251
Geneos Wealth Management
Colorado
$418K
HCIA
252
Hochman Cole Investment Advisors
Illinois
$418K
KPWS
253
Kestra Private Wealth Services
Texas
$415K +$360 +4 +0.1%
SCM
254
SOL Capital Management
Maryland
$409K
Prudential Financial
255
Prudential Financial
New Jersey
$409K +$15.1K +167 +4%
RC
256
Rinet Company
Massachusetts
$400K
FCCM
257
First City Capital Management
Georgia
$394K +$90 +1 +0%
LIM
258
Leavell Investment Management
Alabama
$391K
ORI
259
Oak Ridge Investments
Illinois
$373K +$125K +1,389 +51%
MWA
260
Meridian Wealth Advisors
Texas
$370K
MA
261
Mutual Advisors
Nebraska
$368K -$62K -688 -15%
EWM
262
Endurance Wealth Management
Rhode Island
$367K +$3.6K +40 +1%
RJT
263
Raymond James Trust
Florida
$365K -$130K -1,446 -26%
FPGK
264
Financial Partners Group (Kansas)
Kansas
$365K -$85.4K -948 -19%
IFAM
265
Institutional & Family Asset Management
Colorado
$360K +$22.6K +251 +7%
PG
266
Patten Group
Tennessee
$357K -$19.8K -220 -5%
SFS
267
Sowell Financial Services
Arkansas
$341K -$16.6K -184 -5%
GWCM
268
Godshalk Welsh Capital Management
Pennsylvania
$340K +$31.5K +350 +10%
Millennium Management
269
Millennium Management
New York
$331K +$329K +3,649 New
PAS
270
Park Avenue Securities
New York
$328K -$81.6K -905 -20%
WSFS
271
Wilmington Savings Fund Society
Delaware
$327K
VWA
272
V Wealth Advisors
Kansas
$324K +$10K +111 +3%
MA
273
MONECO Advisors
Connecticut
$321K +$2.16K +24 +0.7%
BTWM
274
Baker Tilly Wealth Management
Wisconsin
$318K +$5.41K +60 +2%
BEI
275
Benjamin Edwards Inc
Missouri
$317K -$33.5K -372 -10%

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.