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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
DC
326
Davenport & Co
Virginia
$223K +$213K +2,206 New
CWM
327
Calamos Wealth Management
Illinois
$222K +$211K +2,194 New
NNP
328
Nachman Norwood & Parrott
South Carolina
$218K +$208K +2,154 New
AWM
329
Aprio Wealth Management
Georgia
$217K +$207K +2,150 New
CRWM
330
Castle Rock Wealth Management
California
$211K +$193K +2,005 New
SW
331
SteelPeak Wealth
California
$210K -$1.66M -17,193 -89%
SF
332
Synovus Financial
Georgia
$210K +$201K +2,086 New
DP
333
Denver PWM
Colorado
$209K -$149K -1,546 -43%
DY
334
Dowling & Yahnke
California
$209K -$85.8K -890 -30%
Fisher Asset Management
335
Fisher Asset Management
Washington
$208K +$198K +2,056 New
EPA
336
Element Pointe Advisors
Florida
$207K +$193K +2,000 New
BWP
337
Bernardo Wealth Planning
Pennsylvania
$206K +$197K +2,044 New
SDWIA
338
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$205K +$195K +2,026 New
SGI
339
Summit Global Investments
Utah
$204K +$194K +2,017 New
NEGWA
340
New England Guild Wealth Advisors
Connecticut
$202K +$193K +2,000 New
KLI
341
Kelman-Lazarov Inc
Tennessee
$201K +$192K +1,990 New
CYG
342
Clean Yield Group
Vermont
$193K +$185K +1,916 New
CFB
343
Cullen/Frost Bankers
Texas
$191K
CA
344
Clearstead Advisors
Ohio
$186K
AWM
345
Avior Wealth Management
Nebraska
$184K +$32.8K +340 +23%
PCG
346
Private Capital Group
Connecticut
$167K
SMA
347
Sage Mountain Advisors
Georgia
$167K +$60K +623 +61%
BA
348
Ballast Advisors
Minnesota
$163K +$96 +1 +0.1%
MPWT
349
MassMutual Private Wealth & Trust
Connecticut
$162K
MMG
350
Monetary Management Group
Missouri
$162K

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.