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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
IWP
351
IAG Wealth Partners
Wisconsin
$85K
CHA
352
Carmichael Hill & Associates
Maryland
$82K -$19.9K -221 -20%
JGIA
353
Jackson Grant Investment Advisers
Connecticut
$76K
FHC
354
First Horizon Corporation
Tennessee
$68K
KFI
355
Key Financial Inc
Pennsylvania
$63K
S
356
SignatureFD
Georgia
$60K -$57.4K -637 -49%
EW
357
Element Wealth
Mississippi
$60K +$180 +2 +0.3%
SWP
358
ShoreHaven Wealth Partners
New Jersey
$58K +$180 +2 +0.3%
PFGIA
359
Patriot Financial Group Insurance Agency
Massachusetts
$56K +$48.2K +535 +669%
CIAS
360
Capital Investment Advisory Services
North Carolina
$54K +$1.98K +22 +4%
FFA
361
Founders Financial Alliance
North Carolina
$52K -$17K -189 -26%
GAM
362
Gemmer Asset Management
California
$51K -$30.7K -341 -38%
TFGT
363
TS Financial Group (TSFG)
Illinois
$50K -$8.2K -91 -14%
IRC
364
Investors Research Corp
Georgia
$49K +$26.1K +290 +116%
EVM
365
Eaton Vance Management
Massachusetts
$49K +$48.9K +543 New
MCC
366
Money Concepts Capital
Florida
$45K
RFA
367
Reilly Financial Advisors
California
$45K
PO
368
Private Ocean
California
$44K +$44.2K +490 New
FFW
369
Fusion Family Wealth
New York
$39K
KTC
370
Kistler-Tiffany Companies
Pennsylvania
$39K
NFSG
371
Newbridge Financial Services Group
Florida
$37K +$36.9K +410 New
AWM
372
Accel Wealth Management
Iowa
$36K
GWMIA
373
Global Wealth Management Investment Advisory
Florida
$36K
VRM
374
Vectors Research Management
New York
$35K -$16.5K -183 -33%
FRA
375
Front Row Advisors
California
$35K

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.