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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
GAM
376
Gemmer Asset Management
California
$57K
MAM
377
Meeder Asset Management
Ohio
$55K -$54.5K -566 -51%
EVM
378
Eaton Vance Management
Massachusetts
$55K
FFA
379
Founders Financial Alliance
North Carolina
$55K
HWA
380
Heritage Wealth Advisors
Virginia
$53K -$200K -2,075 -80%
PGWM
381
Parisi Gray Wealth Management
New Jersey
$46K +$43.7K +454 New
KFS
382
Kelly Financial Services
Massachusetts
$45K +$433K +4,491 +9,980%
KTC
383
Kistler-Tiffany Companies
Pennsylvania
$43K
NFSG
384
Newbridge Financial Services Group
Florida
$42K +$96 +1 +0.2%
AWM
385
Accel Wealth Management
Iowa
$40K
FRA
386
Front Row Advisors
California
$40K
GWMIA
387
Global Wealth Management Investment Advisory
Florida
$40K
HCP
388
Hexagon Capital Partners
Arkansas
$39K
VRM
389
Vectors Research Management
New York
$38K
GEA
390
Glen Eagle Advisors
New Jersey
$35.3K
MPCG
391
Matrix Private Capital Group
New York
$35K
SC
392
SouthState Corp
Florida
$35K
TVAMP
393
Tennessee Valley Asset Management Partners
Tennessee
$33K -$32.6M -338,196 -51%
CAAS
394
Capital Asset Advisory Services
Michigan
$33K -$4.14K -43 -12%
LAS
395
Lloyd Advisory Services
Georgia
$32K -$2.71M -28,085 -99%
HS
396
Horan Securities
United States
$30K +$28.6K +297 New
PCA
397
Providence Capital Advisors
North Carolina
$30K +$28.9K +300 New
LPWM
398
Lake Point Wealth Management
Texas
$29K +$27.9K +290 New
AssetMark Inc
399
AssetMark Inc
California
$28K +$15.7K +163 +137%
BWA
400
BDO Wealth Advisors
Florida
$28K +$25.7K +267 +2,225%

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.