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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
HCP
376
Hexagon Capital Partners
Arkansas
$34K -$901 -10 -3%
CAAS
377
Capital Asset Advisory Services
Michigan
$33K +$3.88K +43 +13%
MPCG
378
Matrix Private Capital Group
New York
$32K -$10.2K -113 -24%
SC
379
SouthState Corp
Florida
$32K -$1.08K -12 -3%
GEA
380
Glen Eagle Advisors
New Jersey
$31.8K
BAM
381
Barrett Asset Management
New York
$24K
DAM
382
Delta Asset Management
Tennessee
$23K
AIC
383
Archer Investment Corporation
Indiana
$22.5K
BAMG
384
Brand Asset Management Group
Missouri
$22K
JHCP
385
Jackson Hole Capital Partners
Oklahoma
$22K
JCM
386
Jacobi Capital Management
Pennsylvania
$22K +$90 +1 +0.4%
IF
387
Ironwood Financial
Arizona
$21K
BCWM
388
Bartlett & Co Wealth Management
Ohio
$20.2K +$7.66K +85 +62%
IA
389
IFP Advisors
Florida
$20K -$27.9K -310 -59%
BC
390
Bartlett & Co
Ohio
$20K +$7.66K +85 +62%
SFSG
391
Sound Financial Strategies Group
Mississippi
$19K -$4.05K -45 -18%
EP
392
Eudaimonia Partners
Tennessee
$19K +$18.1K +201 New
FDCDDQ
393
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.2K
ADL
394
Asset Dedication LLC
California
$17K -$16K -178 -48%
CT
395
Caldwell Trust
Florida
$16.3K
LWA
396
Lenox Wealth Advisors
New York
$16K -$4.05K -45 -21%
FWP
397
FAS Wealth Partners
Kansas
$16K +$15.7K +174 New
HWA
398
HHM Wealth Advisors
Tennessee
$14K
RCA
399
Ranch Capital Advisors
Florida
$14K
TCM
400
TD Capital Management
Tennessee
$13K +$90 +1 +0.7%

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.