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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
HWA
351
HCR Wealth Advisors
California
$8K
AIM
352
Anchor Investment Management
South Carolina
$7.19K
RIA
353
RPG Investment Advisory
California
$7K
PFGIA
354
Patriot Financial Group Insurance Agency
Massachusetts
$6K
WTC
355
WhitTier Trust Company
Nevada
$6K
IRC
356
Investors Research Corp
Georgia
$6K +$1.06K +16 +25%
DI
357
Disciplined Investments
Oklahoma
$6K +$5.12K +77 New
KWM
358
Keebeck Wealth Management
Illinois
$6K +$5.78K +87 New
BW
359
Bison Wealth
Georgia
$5K
RAM
360
Riggs Asset Management
Pennsylvania
$5K
SSWG
361
Seven Springs Wealth Group
Tennessee
$4K
KFS
362
Kelly Financial Services
Massachusetts
$3.2K +$66 +1 +2%
JFA
363
JNBA Financial Advisors
Minnesota
$3K
TC
364
Truvestments Capital
Florida
$3K +$66 +1 +2%
EAM
365
Eukles Asset Management
Ohio
$3K +$3.59K +54 New
1W
366
1776 Wealth
Georgia
$2K -$2.52K -38 -50%
PIMG
367
Patriot Investment Management Group
Tennessee
$457 +$399 +6 New
TI
368
tru Independence
Oregon
$50 +$28.9M +435,007 New
KC
369
Kingfisher Capital
North Carolina
-$2.37M -41,591 Closed
VFA
370
Valeo Financial Advisors
Indiana
-$25K -25,216 Closed
M&T Bank
371
M&T Bank
New York
-$1.44M -25,211 Closed
CIBC Private Wealth Group
372
CIBC Private Wealth Group
Georgia
-$1.33M -23,360 Closed
JIP
373
Jaffetilchin Investment Partners
Florida
-$1.13M -19,828 Closed
Bessemer Group
374
Bessemer Group
New Jersey
-$804K -14,087 Closed
Renaissance Technologies
375
Renaissance Technologies
New York
-$799K -14,000 Closed

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.