iShares Core S&P US Growth ETF
IUSG
287 hedge funds and large institutions have $4.62B invested in iShares Core S&P US Growth ETF in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 108 increasing their positions, 76 reducing their positions, and 19 closing their positions.
84% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 19
42% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 76
7% more funds holding in top 10
Funds holding in top 10: 15 → 16 (+1)
6% more funds holding
Funds holding: 272 → 287 (+15)
4% more capital invested
Capital invested by funds: $4.45B → $4.62B (+$164M)
0.85% more ownership
Funds ownership: 66.79% → 67.64% (+0.85%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$66.9M |
| 2 |
LPL Financial
San Diego,
California
|
+$22.6M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$11.5M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$10.4M |
| 5 |
ECM
ETrade Capital Management
Arlington,
Virginia
|
+$8.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$12.7M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$8.29M |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$6.61M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$3.02M |
| 5 |
HCM
Hollencrest Capital Management
Newport Beach,
California
|
-$2.86M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RFM
301
Royal Fund Management
Lady Lake,
Florida
| – | -$7K | -112 | Closed |
|
|
KCPG
302
Kavar Capital Partners Group
Leawood,
Kansas
| – | -$6K | -100 | Closed |
|
|
EWM
303
Executive Wealth Management
Brighton,
Michigan
| – | -$2K | -30 | Closed |
|
|
HFM
304
Hartford Financial Management
Hartford,
Connecticut
| – | -$2K | -30 | Closed |
|
305
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$1K | -22 | Closed |
|
|
YWP
306
YorkBridge Wealth Partners
New York
| – | -$1K | -15 | Closed |
|
IUSG Hedge Fund Activity: Q3 2019 in Review
287 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q3 2019, worth a combined $4.62B — up 3.7% from $4.45B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new IUSG positions and 19 closed out — a net gain of 16 holders — while 108 added to existing stakes and 76 trimmed.
The largest buyer was Bank of America, adding an estimated $66.9M. The largest seller was Jones Financial Companies, cutting an estimated $12.7M.
- 287 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q3 2019, up from 272 in Q2 2019.
- Funds reported $4.62B of iShares Core S&P US Growth ETF stock for Q3 2019, up 3.7% quarter-over-quarter.
- 35 funds opened new iShares Core S&P US Growth ETF positions in Q3 2019 and 19 closed out, a net change of +16 holders.
- The largest iShares Core S&P US Growth ETF buyer in Q3 2019 was Bank of America, an estimated $66.9M added.
- The largest iShares Core S&P US Growth ETF seller in Q3 2019 was Jones Financial Companies, an estimated $12.7M sold.
Based on aggregated 13F filings for Q3 2019.