iShares Core S&P US Growth ETF
IUSG
251 hedge funds and large institutions have $3.52B invested in iShares Core S&P US Growth ETF in 2018 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 89 increasing their positions, 52 reducing their positions, and 33 closing their positions.
109% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 33
71% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 52
56% more funds holding in top 10
Funds holding in top 10: 9 → 14 (+5)
16% more funds holding
Funds holding: 217 → 251 (+34)
3% less capital invested
Capital invested by funds: $3.61B → $3.52B (-$92.3M)
3.9% less ownership
Funds ownership: 68.63% → 64.73% (-3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$183M |
| 2 |
ClearBridge Investments
New York
|
+$86.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$52.4M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$42.8M |
| 5 |
Morgan Stanley
New York
|
+$42.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Alleghany Corporation
New York
|
-$93.9M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$40.1M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
-$22.4M |
| 4 |
Jane Street
New York
|
-$15M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TFS
276
TrustCore Financial Services
Brentwood,
Tennessee
| – | -$56K | -907 | Closed |
|
|
LGWM
277
Litman Gregory Wealth Management
Larkspur,
California
| – | -$43K | -694 | Closed |
|
|
CFD
278
Creative Financial Designs
Kokomo,
Indiana
| – | -$39K | -633 | Closed |
|
279
Parallax Volatility Advisers
San Francisco,
California
| – | -$29.6K | -523 | -100% |
|
|
BA
280
Ballew Advisors
Jackson,
Mississippi
| – | -$26K | -470 | Closed |
|
|
TC
281
Trilogy Capital
Irvine,
California
| – | -$9K | -145 | Closed |
|
|
TNBTD
282
Trustmark National Bank Trust Department
Jackson,
Mississippi
| – | -$6K | -99 | Closed |
|
|
VCM
283
Vigilant Capital Management
Portland,
Maine
| – | -$5K | -84 | Closed |
|
|
MCM
284
Monument Capital Management
Alexandria,
Virginia
| – | -$5K | -75 | Closed |
|
|
ML
285
McAdam LLC
Philadelphia,
Pennsylvania
| – | -$5K | -73 | Closed |
|
IUSG Hedge Fund Activity: Q4 2018 in Review
251 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q4 2018, worth a combined $3.52B — down 2.6% from $3.61B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new IUSG positions and 33 closed out — a net gain of 36 holders — while 89 added to existing stakes and 52 trimmed.
The largest buyer was Bank of America, adding an estimated $183M. The largest seller was Alleghany Corporation, exiting entirely with an estimated $93.9M sold.
- 251 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q4 2018, up from 217 in Q3 2018.
- Funds reported $3.52B of iShares Core S&P US Growth ETF stock for Q4 2018, down 2.6% quarter-over-quarter.
- 69 funds opened new iShares Core S&P US Growth ETF positions in Q4 2018 and 33 closed out, a net change of +36 holders.
- The largest iShares Core S&P US Growth ETF buyer in Q4 2018 was Bank of America, an estimated $183M added.
- The largest iShares Core S&P US Growth ETF seller in Q4 2018 was Alleghany Corporation, an estimated $93.9M sold.
Based on aggregated 13F filings for Q4 2018.