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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
AFC
301
AFT Forsyth & Company
Florida
$287K
AP
302
Adero Partners
California
$282K +$269K +2,790 New
BIA
303
Biondo Investment Advisors
Pennsylvania
$279K +$4.82K +50 +2%
HAS
304
HBW Advisory Services
California
$278K +$265K +2,750 New
WPP
305
Whalerock Point Partners
Rhode Island
$276K
AA
306
Ancora Advisors
Ohio
$276K -$14.3K -148 -5%
FANJ
307
Financial Architects (New Jersey)
New Jersey
$271K +$22.4K +232 +9%
VAM
308
Verity Asset Management
North Carolina
$269K -$21.7K -225 -8%
EI
309
Ellevest Inc
New York
$268K
SAM
310
Silvercrest Asset Management
New York
$265K +$385 +4 +0.2%
HWMA
311
Heritage Wealth Management (Arizona)
Arizona
$264K -$7.42K -77 -3%
WBC
312
West Branch Capital
Massachusetts
$264K -$193 -2 -0.1%
BO
313
Bank OZK
Arkansas
$258K
PMFA
314
Plante Moran Financial Advisors
Michigan
$249K -$28.8K -299 -11%
MC
315
Moors & Cabot
Massachusetts
$246K +$4.14K +43 +2%
ClearBridge Investments
316
ClearBridge Investments
New York
$245K +$233K +2,423 New
CS
317
Comerica Securities
Michigan
$243K
BCA
318
Bay Colony Advisors
Massachusetts
$242K -$2.89K -30 -1%
AA
319
Alesco Advisors
New York
$242K
FMN
320
Financial Management Network
California
$235K
PA
321
Parallel Advisors
California
$230K +$27.3K +283 +14%
AllianceBernstein
322
AllianceBernstein
Tennessee
$228K
GWSG
323
GPS Wealth Strategies Group
Colorado
$228K +$15.1K +157 +7%
HHGA
324
Halbert Hargrove Global Advisors
California
$226K +$289 +3 +0.1%
FFA
325
Freedman Financial Associates
Massachusetts
$223K -$48.2K -500 -18%

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.