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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
CM
276
Columbus Macro
Pennsylvania
$316K -$9.91K -110 -3%
CCA
277
Cobblestone Capital Advisors
New York
$311K
PWA
278
Peterson Wealth Advisors
Utah
$310K +$308K +3,413 New
VFA
279
Voya Financial Advisors
Connecticut
$306K +$7.21K +80 +2%
PA
280
PSI Advisors
Florida
$305K -$17.9K -199 -6%
KWM
281
Kingsview Wealth Management
Oregon
$304K -$22.5K -250 -7%
SWM
282
SeaCrest Wealth Management
New York
$296K
Kayne Anderson Rudnick Investment Management
283
Kayne Anderson Rudnick Investment Management
California
$294K -$480K -5,325 -62%
LJAC
284
L.J. Altfest & Co
New York
$291K
BUB
285
BBVA USA Bancshares
Texas
$289K
DP
286
Denver PWM
Colorado
$289K +$56.1K +623 +21%
OC
287
Oarsman Capital
Wisconsin
$288K
KPWG
288
KFA Private Wealth Group
Virginia
$275K
JFS
289
JD Financial Services
Pennsylvania
$272K -$73.9K -820 -22%
DY
290
Dowling & Yahnke
California
$269K +$267K +2,963 New
HL
291
HeadInvest LLC
Maine
$267K
GVAG
292
Great Valley Advisor Group
Delaware
$264K -$58.8K -652 -18%
CFSG
293
Community Financial Services Group
Vermont
$264K
ACM
294
Armbruster Capital Management
New York
$263K -$153K -1,700 -37%
TFA
295
Teamwork Financial Advisors
Texas
$263K
VAM
296
Verity Asset Management
North Carolina
$262K +$260K +2,886 New
NAS
297
Nicolet Advisory Services
Wisconsin
$261K
AA
298
Ancora Advisors
Ohio
$261K +$12.2K +135 +5%
PPP
299
Private Portfolio Partners
New Jersey
$260K
AFC
300
AFT Forsyth & Company
Florida
$258K

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.