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iShares Core S&P US Growth ETF

477 hedge funds and large institutions have $8.48B invested in iShares Core S&P US Growth ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 148 increasing their positions, 135 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,375% more call options, than puts

Call options by funds: $339K | Put options by funds: $4K

100% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 26

20% more funds holding in top 10

Funds holding in top 10: 2024 (+4)

4% more funds holding

Funds holding: 459477 (+18)

10% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 135

4% more capital invested

Capital invested by funds: $8.12B → $8.48B (+$357M)

0.6% more ownership

Funds ownership: 69.05%69.65% (+0.6%)

Holders
477
Holders Change
+18
Holders Change %
+3.92%
% of All Funds
8.35%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.42%
New
52
Increased
148
Reduced
135
Closed
26
Calls
$339K
Puts
$4K
Net Calls
+$335K
Net Calls Change
+$61K
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
301
Berkshire Asset Management
Pennsylvania
$301K -$106K -999 -25%
CFSG
302
Community Financial Services Group
Vermont
$298K
ACM
303
Armbruster Capital Management
New York
$297K
PWM
304
PRW Wealth Management
Massachusetts
$296K -$119K -1,126 -28%
NAS
305
Nicolet Advisory Services
Wisconsin
$294K
AFC
306
AFT Forsyth & Company
Florida
$291K
VWA
307
V Wealth Advisors
Kansas
$290K -$157K -1,486 -34%
NFG
308
Nations Financial Group
Iowa
$290K +$299K +2,829 New
IFS
309
Ifrah Financial Services
Arkansas
$289K -$4.86K -46 -2%
AP
310
Adero Partners
California
$286K
AA
311
Ancora Advisors
Ohio
$280K
WPP
312
Whalerock Point Partners
Rhode Island
$280K
SIM
313
Stratos Investment Management
Ohio
$280K +$289K +2,734 New
PA
314
Parallel Advisors
California
$279K +$47.6K +451 +20%
PCIA
315
Prime Capital Investment Advisors
Kansas
$275K -$75K -710 -21%
BIA
316
Biondo Investment Advisors
Pennsylvania
$275K -$8.45K -80 -3%
FANJ
317
Financial Architects (New Jersey)
New Jersey
$275K
CWM
318
Calamos Wealth Management
Illinois
$273K +$50.2K +475 +22%
EI
319
Ellevest Inc
New York
$272K
KFS
320
Kaizen Financial Strategies
California
$272K +$281K +2,661 New
SAM
321
Silvercrest Asset Management
New York
$269K +$528 +5 +0.2%
NL
322
NWAM LLC
Washington
$267K +$275K +2,605 New
BPC
323
Banque Pictet & Cie
Switzerland
$266K +$275K +2,600 New
PNAA
324
Pictet North America Advisors
Switzerland
$266K +$275K +2,600 New
WBC
325
West Branch Capital
Massachusetts
$258K -$10.5K -99 -4%

IUSG Hedge Fund Activity: Q3 2021 in Review

477 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q3 2021, worth a combined $8.48B — up 4.4% from $8.12B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IUSG positions and 26 closed out — a net gain of 26 holders — while 148 added to existing stakes and 135 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $49.5M. The largest seller was Bank of America, cutting an estimated $28.9M.

  • 477 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q3 2021, up from 459 in Q2 2021.
  • Funds reported $8.48B of iShares Core S&P US Growth ETF stock for Q3 2021, up 4.4% quarter-over-quarter.
  • 52 funds opened new iShares Core S&P US Growth ETF positions in Q3 2021 and 26 closed out, a net change of +26 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q3 2021 was AE Wealth Management, an estimated $49.5M added.
  • The largest iShares Core S&P US Growth ETF seller in Q3 2021 was Bank of America, an estimated $28.9M sold.

Based on aggregated 13F filings for Q3 2021.