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iShares Core S&P US Growth ETF

367 hedge funds and large institutions have $6.32B invested in iShares Core S&P US Growth ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 122 increasing their positions, 133 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 30

26% more capital invested

Capital invested by funds: $5B → $6.32B (+$1.32B)

4% more funds holding

Funds holding: 353367 (+14)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

8% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 133

1.02% less ownership

Funds ownership: 72.7%71.68% (-1%)

Holders
367
Holders Change
+14
Holders Change %
+3.97%
% of All Funds
7.53%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
47
Increased
122
Reduced
133
Closed
30
Calls
$11K
Puts
Net Calls
+$11K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
326
Delta Asset Management
Tennessee
$25K -$23.3K -350 -50%
CAAS
327
Capital Asset Advisory Services
Michigan
$25K -$5.12K -77 -19%
CL
328
Cabana LLC
Arkansas
$25K +$22.7K +341 New
PWM
329
Provident Wealth Management
Tennessee
$25K +$23.3K +350 New
FEG
330
Financial Enhancement Group
Indiana
$23K -$14.3K -215 -40%
GT
331
Glenmede Trust
Pennsylvania
$23K
IA
332
IFP Advisors
Florida
$23K
CIAS
333
Capital Investment Advisory Services
North Carolina
$22K
GEA
334
Glen Eagle Advisors
New Jersey
$21.6K
JHCP
335
Jackson Hole Capital Partners
Oklahoma
$18K
AIC
336
Archer Investment Corporation
Indiana
$17.8K -$14.6K -220 -47%
ADL
337
Asset Dedication LLC
California
$17K -$266 -4 -2%
IF
338
Ironwood Financial
Arizona
$17K +$15.3K +231 New
LWA
339
Lenox Wealth Advisors
New York
$16K
CAW
340
Cornerstone Advisors (Washington)
Washington
$15K
TRCT
341
Tower Research Capital (TRC)
New York
$14K -$13.3K -200 -50%
RCA
342
Ranch Capital Advisors
Florida
$13K +$332 +5 +3%
CT
343
Caldwell Trust
Florida
$12.9K
TCM
344
TD Capital Management
Tennessee
$10K +$66 +1 +0.7%
PC
345
Permanens Capital
New York
$10K +$9.17K +138 New
Fifth Third Bancorp
346
Fifth Third Bancorp
Ohio
$9K
SW
347
SVB Wealth
Massachusetts
$9K
APWA
348
Atlas Private Wealth Advisors
New Jersey
$9K +$8.24K +124 New
JCM
349
Jacobi Capital Management
Pennsylvania
$9K +$502K +7,560 +6,000%
CCA
350
Column Capital Advisors
Indiana
$8K

IUSG Hedge Fund Activity: Q2 2020 in Review

367 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q2 2020, worth a combined $6.32B — up 26% from $5B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IUSG positions and 30 closed out — a net gain of 17 holders — while 122 added to existing stakes and 133 trimmed.

The largest buyer was Bank of America, adding an estimated $153M. The largest seller was UBS Group, cutting an estimated $60M.

  • 367 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q2 2020, up from 353 in Q1 2020.
  • Funds reported $6.32B of iShares Core S&P US Growth ETF stock for Q2 2020, up 26% quarter-over-quarter.
  • 47 funds opened new iShares Core S&P US Growth ETF positions in Q2 2020 and 30 closed out, a net change of +17 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q2 2020 was Bank of America, an estimated $153M added.
  • The largest iShares Core S&P US Growth ETF seller in Q2 2020 was UBS Group, an estimated $60M sold.

Based on aggregated 13F filings for Q2 2020.