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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
Mariner
376
Mariner
Kansas
-$606K -10,611 Closed
MIA
377
MainStreet Investment Advisors
Illinois
-$290K -5,075 Closed
NNP
378
Nachman Norwood & Parrott
South Carolina
-$246K -4,309 Closed
IAA
379
Independent Advisor Alliance
North Carolina
-$222K -3,885 Closed
AFM
380
Andesa Financial Management
Pennsylvania
-$217K -3,800 Closed
HF
381
HRT Financial
New York
-$200K -3,509 Closed
Marshall Wace
382
Marshall Wace
United Kingdom
-$187K -3,281 Closed
SWA
383
Stratos Wealth Advisors
Ohio
-$156K -2,741 Closed
AIC
384
Ameritas Investment Company
Nebraska
-$102K -1,793 Closed
AF
385
Allworth Financial
California
-$97K -1,700 Closed
EWM
386
EPG Wealth Management
Georgia
-$74K -1,299 Closed
KFI
387
Key Financial Inc
Pennsylvania
-$58K -997 Closed
OAM
388
Oppenheimer Asset Management
New York
-$51K -894 Closed
CS
389
Capital Square
Tennessee
-$24K -415 Closed
PFO
390
Pathstone Family Office
New Jersey
-$12K -215 Closed
AssetMark Inc
391
AssetMark Inc
California
-$11K -190 Closed
GCM
392
Gables Capital Management
Florida
-$9K -154 Closed
SAM
393
S.A. Mason
Michigan
-$8K -133 Closed
AA
394
Advisory Alpha
Michigan
-$6.57K -105 Closed
Deutsche Bank
395
Deutsche Bank
Germany
-$6K -100 Closed
SBL
396
Sargent Bickham Lagudis
Colorado
-$4K -74 Closed
MWM
397
MBE Wealth Management
Wisconsin
-$2K -45 Closed
WLPWM
398
Walled Lake Planning & Wealth Management
Illinois
-$2K -27 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.