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iShares Core S&P US Growth ETF

459 hedge funds and large institutions have $8.12B invested in iShares Core S&P US Growth ETF in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 154 increasing their positions, 140 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,850% more call options, than puts

Call options by funds: $278K | Put options by funds: $4K

168% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 19

10% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 140

10% more capital invested

Capital invested by funds: $7.41B → $8.12B (+$707M)

6% more funds holding

Funds holding: 432459 (+27)

1.51% less ownership

Funds ownership: 70.56%69.05% (-1.5%)

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

Holders
459
Holders Change
+27
Holders Change %
+6.25%
% of All Funds
7.99%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.35%
New
51
Increased
154
Reduced
140
Closed
19
Calls
$278K
Puts
$4K
Net Calls
+$274K
Net Calls Change
+$282K
Name Holding Trade Value Shares
Change
Change in
Stake
BEI
276
Benjamin Edwards Inc
Missouri
$351K -$1.73K -18 -0.5%
PWA
277
Peterson Wealth Advisors
Utah
$345K
SWM
278
SeaCrest Wealth Management
New York
$343K +$13.5K +140 +4%
Millennium Management
279
Millennium Management
New York
$342K -$25.2K -262 -7%
PCIA
280
Prime Capital Investment Advisors
Kansas
$342K +$327K +3,391 New
CCA
281
Cobblestone Capital Advisors
New York
$341K -$4.34K -45 -1%
PA
282
PSI Advisors
Florida
$339K
PCA
283
Pallas Capital Advisors
Massachusetts
$331K +$55.2K +573 +22%
CM
284
Columbus Macro
Pennsylvania
$329K -$22.1K -229 -7%
Kayne Anderson Rudnick Investment Management
285
Kayne Anderson Rudnick Investment Management
California
$328K +$385 +4 +0.1%
LJAC
286
L.J. Altfest & Co
New York
$323K
RIA
287
Regal Investment Advisors
Michigan
$322K +$308K +3,193 New
OC
288
Oarsman Capital
Wisconsin
$321K
MA
289
MONECO Advisors
Connecticut
$318K -$37.1K -385 -11%
BP
290
BBR Partners
New York
$314K +$300K +3,110 New
KPWG
291
KFA Private Wealth Group
Virginia
$306K
PPP
292
Private Portfolio Partners
New Jersey
$303K +$13.3K +138 +5%
LFAS
293
Level Four Advisory Services
Texas
$303K +$289K +3,002 New
HL
294
HeadInvest LLC
Maine
$297K
ACM
295
Armbruster Capital Management
New York
$293K
CFSG
296
Community Financial Services Group
Vermont
$293K
TFA
297
Teamwork Financial Advisors
Texas
$292K
NAS
298
Nicolet Advisory Services
Wisconsin
$290K
IFS
299
Ifrah Financial Services
Arkansas
$290K +$18.1K +188 +7%
MAG
300
MRA Advisory Group
New Jersey
$287K -$2.98M -30,936 -92%

IUSG Hedge Fund Activity: Q2 2021 in Review

459 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q2 2021, worth a combined $8.12B — up 9.5% from $7.41B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new IUSG positions and 19 closed out — a net gain of 32 holders — while 154 added to existing stakes and 140 trimmed.

The largest buyer was Bank of America, adding an estimated $169M. The largest seller was Balentine LLC, cutting an estimated $125M.

  • 459 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q2 2021, up from 432 in Q1 2021.
  • Funds reported $8.12B of iShares Core S&P US Growth ETF stock for Q2 2021, up 9.5% quarter-over-quarter.
  • 51 funds opened new iShares Core S&P US Growth ETF positions in Q2 2021 and 19 closed out, a net change of +32 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q2 2021 was Bank of America, an estimated $169M added.
  • The largest iShares Core S&P US Growth ETF seller in Q2 2021 was Balentine LLC, an estimated $125M sold.

Based on aggregated 13F filings for Q2 2021.