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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
AIC
326
Ameritas Investment Company
Nebraska
$186K +$185K +2,049 New
PA
327
Parallel Advisors
California
$181K +$99.7K +1,106 +125%
FCA
328
FinTrust Capital Advisors
South Carolina
$180K +$40.4K +448 +29%
Bank of Montreal
329
Bank of Montreal
Ontario, Canada
$178K +$27.2K +302 +19%
CFB
330
Cullen/Frost Bankers
Texas
$171K
CA
331
Clearstead Advisors
Ohio
$168K +$41.5K +460 +33%
PCG
332
Private Capital Group
Connecticut
$150K
BA
333
Ballast Advisors
Minnesota
$147K
MPWT
334
MassMutual Private Wealth & Trust
Connecticut
$145K
MMG
335
Monetary Management Group
Missouri
$145K
ETI
336
Enterprise Trust & Investment
California
$136K
AWM
337
Avior Wealth Management
Nebraska
$135K +$360 +4 +0.3%
AFS
338
Annapolis Financial Services
Maryland
$124K
AF
339
Advisornet Financial
Minnesota
$121K
EIP
340
Ellis Investment Partners
Pennsylvania
$118K -$19.8K -220 -14%
GI
341
Gradient Investments
Minnesota
$118K +$14.5K +161 +14%
LWP
342
Laurel Wealth Planning
Minnesota
$106K
CTC
343
Central Trust Company
Missouri
$101K -$27K -300 -21%
MAM
344
Meeder Asset Management
Ohio
$100K +$99.8K +1,107 New
CCM
345
Covington Capital Management
California
$98K
TCWM
346
Total Clarity Wealth Management
Illinois
$94K +$93.1K +1,033 New
Simplex Trading
347
Simplex Trading
Illinois
$93K +$83.7K +929 +929%
SMA
348
Sage Mountain Advisors
Georgia
$93K +$92.5K +1,026 New
HFA
349
Hoover Financial Advisors
Pennsylvania
$91K
KPCM
350
Kings Point Capital Management
New York
$91K

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.