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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
ACA
251
Ackerman Capital Advisors
Texas
$477K
HCIA
252
Hochman Cole Investment Advisors
Illinois
$472K
SSCA
253
South Shore Capital Advisors
Massachusetts
$468K +$16.7K +158 +4%
EWM
254
Endurance Wealth Management
Rhode Island
$466K +$47.5K +450 +11%
KPWS
255
Kestra Private Wealth Services
Texas
$465K +$317 +3 +0.1%
Kayne Anderson Rudnick Investment Management
256
Kayne Anderson Rudnick Investment Management
California
$456K +$127K +1,204 +37%
AIC
257
Ameritas Investment Company
Nebraska
$454K +$348K +3,296 +290%
GG
258
GenWealth Group
New Jersey
$453K -$4.96K -47 -1%
GWCM
259
Godshalk Welsh Capital Management
Pennsylvania
$450K +$3.7K +35 +0.8%
LIM
260
Leavell Investment Management
Alabama
$442K
FCCM
261
First City Capital Management
Georgia
$439K
PAS
262
Park Avenue Securities
New York
$439K +$26.7K +253 +6%
GWM
263
Geneos Wealth Management
Colorado
$432K -$11.8K -112 -3%
WOSD
264
WFA of San Diego
California
$419K +$432K +4,092 New
MWA
265
Meridian Wealth Advisors
Texas
$417K
PG
266
Patten Group
Tennessee
$416K +$5.28K +50 +1%
ASN
267
Advisory Services Network
Georgia
$411K +$3.7K +35 +0.9%
FPGK
268
Financial Partners Group (Kansas)
Kansas
$403K -$528 -5 -0.1%
TC
269
TownSquare Capital
Utah
$403K +$415K +3,932 New
PPA
270
Parametric Portfolio Associates
Washington
$400K +$45.3K +429 +12%
SCM
271
SOL Capital Management
Maryland
$399K -$63.4K -600 -13%
VHAM
272
Van Hulzen Asset Management
California
$393K +$406K +3,841 New
RC
273
Rinet Company
Massachusetts
$391K
SCM
274
Seascape Capital Management
New Hampshire
$386K -$2.01K -19 -0.5%
IFAM
275
Institutional & Family Asset Management
Colorado
$383K -$8.66K -82 -2%

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.