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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
SMH
326
Sanders Morris Harris
Texas
$256K +$264K +2,502 New
PMFA
327
Plante Moran Financial Advisors
Michigan
$253K
AA
328
Alesco Advisors
New York
$246K
BCA
329
Bay Colony Advisors
Massachusetts
$246K +$211 +2 +0.1%
DP
330
Denver PWM
Colorado
$246K +$34.6K +328 +16%
BO
331
Bank OZK
Arkansas
$239K -$22.9K -217 -8%
FA
332
Flagstar Advisors
New York
$236K +$244K +2,306 New
TAM
333
Trillium Asset Management
Massachusetts
$234K +$241K +2,281 New
ClearBridge Investments
334
ClearBridge Investments
New York
$233K -$15.4K -146 -6%
FMN
335
Financial Management Network
California
$232K
CRWM
336
Castle Rock Wealth Management
California
$230K +$211 +2 +0.1%
HHGA
337
Halbert Hargrove Global Advisors
California
$230K +$528 +5 +0.2%
DC
338
Davenport & Co
Virginia
$230K +$4.33K +41 +2%
FFA
339
Freedman Financial Associates
Massachusetts
$227K
LA
340
Latitude Advisors
Florida
$226K +$233K +2,210 New
GWSG
341
GPS Wealth Strategies Group
Colorado
$218K -$13.4K -127 -6%
SF
342
Synovus Financial
Georgia
$215K +$317 +3 +0.1%
CS
343
Comerica Securities
Michigan
$213K -$34.3K -325 -14%
DY
344
Dowling & Yahnke
California
$212K
AA
345
Advisory Alpha
Michigan
$211K +$218K +2,063 New
BWP
346
Bernardo Wealth Planning
Pennsylvania
$209K
ODIJL
347
One Day In July LLC
Vermont
$209K +$215K +2,038 New
SDWIA
348
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$207K
SGI
349
Summit Global Investments
Utah
$207K
EPA
350
Element Pointe Advisors
Florida
$205K

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.