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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
PMFA
301
Plante Moran Financial Advisors
Michigan
$251K -$197K -2,181 -44%
SBSB
302
Sullivan, Bruyette, Speros & Blaney
Virginia
$251K +$249K +2,764 New
WPP
303
Whalerock Point Partners
Rhode Island
$248K
BIA
304
Biondo Investment Advisors
Pennsylvania
$247K +$10K +111 +4%
FFA
305
Freedman Financial Associates
Massachusetts
$246K +$19.2K +213 +9%
HWMA
306
Heritage Wealth Management (Arizona)
Arizona
$245K +$243K +2,695 New
PCA
307
Pallas Capital Advisors
Massachusetts
$244K +$232K +2,572 New
IFS
308
Ifrah Financial Services
Arkansas
$243K -$2.97K -33 -1%
EI
309
Ellevest Inc
New York
$241K
WBC
310
West Branch Capital
Massachusetts
$238K -$37.9K -420 -14%
SAM
311
Silvercrest Asset Management
New York
$238K
HWA
312
Heritage Wealth Advisors
Virginia
$236K -$234K -2,600 -50%
BO
313
Bank OZK
Arkansas
$232K +$230K +2,553 New
FANJ
314
Financial Architects (New Jersey)
New Jersey
$223K +$221K +2,456 New
BCA
315
Bay Colony Advisors
Massachusetts
$221K +$721 +8 +0.3%
FMN
316
Financial Management Network
California
$221K +$206K +2,286 New
CS
317
Comerica Securities
Michigan
$218K -$18.6K -206 -8%
AA
318
Alesco Advisors
New York
$218K
MC
319
Moors & Cabot
Massachusetts
$218K +$215K +2,391 New
PWM
320
PRW Wealth Management
Massachusetts
$215K -$4.87K -54 -2%
C
321
Certuity
Florida
$207K
AllianceBernstein
322
AllianceBernstein
Tennessee
$205K +$203K +2,254 New
BRWA
323
B. Riley Wealth Advisors
Florida
$203K +$201K +2,231 New
HHGA
324
Halbert Hargrove Global Advisors
California
$203K +$201K +2,234 New
GWSG
325
GPS Wealth Strategies Group
Colorado
$190K +$189K +2,101 New

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.