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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
NEGWA
351
New England Guild Wealth Advisors
Connecticut
$205K
KLI
352
Kelman-Lazarov Inc
Tennessee
$204K
FP
353
Financial Perspectives
Minnesota
$201K +$88.8K +841 +75%
HWMA
354
Heritage Wealth Management (Arizona)
Arizona
$201K -$69.6K -659 -25%
Brown Advisory
355
Brown Advisory
Maryland
$200K +$206K +1,953 New
CYG
356
Clean Yield Group
Vermont
$196K
CA
357
Clearstead Advisors
Ohio
$189K
SMA
358
Sage Mountain Advisors
Georgia
$175K +$6.44K +61 +4%
AWM
359
Avior Wealth Management
Nebraska
$173K -$14.5K -137 -7%
PCG
360
Private Capital Group
Connecticut
$169K
MPWT
361
MassMutual Private Wealth & Trust
Connecticut
$164K
MMG
362
Monetary Management Group
Missouri
$164K
TFGT
363
TS Financial Group (TSFG)
Illinois
$162K +$19.5K +185 +13%
AF
364
Advisornet Financial
Minnesota
$154K +$18.6K +176 +13%
IRC
365
Investors Research Corp
Georgia
$145K +$39.9K +378 +36%
BA
366
Ballast Advisors
Minnesota
$143K -$23.6K -223 -14%
FCA
367
FinTrust Capital Advisors
South Carolina
$141K
EIP
368
Ellis Investment Partners
Pennsylvania
$133K
ETI
369
Enterprise Trust & Investment
California
$133K
EWM
370
EPG Wealth Management
Georgia
$133K +$137K +1,299 New
AIM
371
Acropolis Investment Management
Missouri
$129K
LWP
372
Laurel Wealth Planning
Minnesota
$120K
S
373
SignatureFD
Georgia
$118K +$53.6K +507 +78%
SFC
374
SYM Financial Corp
Indiana
$117K +$121K +1,141 New
CTC
375
Central Trust Company
Missouri
$116K +$2.32K +22 +2%

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.