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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
TFGT
351
TS Financial Group (TSFG)
Illinois
$141K +$81.4K +845 +154%
FCA
352
FinTrust Capital Advisors
South Carolina
$139K -$59.1K -613 -31%
AF
353
Advisornet Financial
Minnesota
$135K
ETI
354
Enterprise Trust & Investment
California
$131K -$19.3K -200 -13%
EIP
355
Ellis Investment Partners
Pennsylvania
$131K
TI
356
tru Independence
Oregon
$130K -$2.37M -24,569 -95%
AIM
357
Acropolis Investment Management
Missouri
$127K +$122K +1,262 New
LWP
358
Laurel Wealth Planning
Minnesota
$118K
FP
359
Financial Perspectives
Minnesota
$114K -$9.73M -100,959 -99%
CTC
360
Central Trust Company
Missouri
$112K
CCM
361
Covington Capital Management
California
$109K
IRC
362
Investors Research Corp
Georgia
$105K +$48K +498 +92%
HFA
363
Hoover Financial Advisors
Pennsylvania
$97K
AAP
364
Arax Advisory Partners
Colorado
$97K +$92.1K +956 New
IWP
365
IAG Wealth Partners
Wisconsin
$95K
CHA
366
Carmichael Hill & Associates
Maryland
$91K
SB
367
Strategic Blueprint
Georgia
$87K +$83K +861 New
JGIA
368
Jackson Grant Investment Advisers
Connecticut
$85K
FHC
369
First Horizon Corporation
Tennessee
$75K
KFI
370
Key Financial Inc
Pennsylvania
$73K
EW
371
Element Wealth
Mississippi
$67K +$96 +1 +0.2%
S
372
SignatureFD
Georgia
$66K -$1.35K -14 -2%
ADL
373
Asset Dedication LLC
California
$66K +$43.8K +455 +235%
CIAS
374
Capital Investment Advisory Services
North Carolina
$61K
RFA
375
Reilly Financial Advisors
California
$59K +$8.48K +88 +18%

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.