We are live on ! Find out more
IUSG icon

iShares Core S&P US Growth ETF
IUSG

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: 257 → 272 (+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: 17 → 15 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$152M
2
LPL Financial
LPL Financial
California
+$25.8M
3
Wells Fargo
Wells Fargo
California
+$17M
4
ECM
ETrade Capital Management
Virginia
+$16.1M
5
BlackRock
BlackRock
New York
+$14.9M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$24.1M
2
PAG
Private Advisor Group
New Jersey
-$20.3M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$16.8M
4
UBS Group
UBS Group
Switzerland
-$8.06M
5
FPGK
Financial Partners Group (Kansas)
Kansas
-$6.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
WSCM
276
Wellington Shields Capital Management
New York
– -$802K -13,300 Closed
Citadel Advisors
277
Citadel Advisors
Florida
– -$603K -9,999 Closed
IAA
278
Independent Advisor Alliance
North Carolina
– -$305K -5,050 Closed
CWM
279
Cornerstone Wealth Management
Missouri
– -$355K -2,127 Closed
MFG
280
Merit Financial Group
Georgia
– -$222K -1,875 Closed
BWA
281
BDO Wealth Advisors
Florida
– -$88K -1,451 Closed
RFC
282
Regions Financial Corp
Alabama
– -$59K -976 Closed
KPW
283
Kore Private Wealth
New York
– -$42K -688 Closed
MFW
284
Mosaic Family Wealth
Missouri
– -$31K -513 Closed
OWD
285
Osborn Williams & Donohoe
Ohio
– -$27K -438 Closed
SEI Investments
286
SEI Investments
Pennsylvania
– -$21K -352 Closed
TC
287
Truvestments Capital
Florida
– -$16K -261 Closed
TA
288
TCG Advisors
Texas
– -$6K -103 Closed
BBNA
289
Bremer Bank National Association
Minnesota
– -$6K -100 Closed
8 9 10 11
12

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.