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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
CCM
376
Covington Capital Management
California
$111K
TCWM
377
Total Clarity Wealth Management
Illinois
$99K +$102K +962 New
AAP
378
Arax Advisory Partners
Colorado
$98K
CHA
379
Carmichael Hill & Associates
Maryland
$92K
JGIA
380
Jackson Grant Investment Advisers
Connecticut
$86K
IWP
381
IAG Wealth Partners
Wisconsin
$80K -$16.6K -157 -17%
FHA
382
First Horizon Advisors
Tennessee
$77K +$79.3K +751 New
KFI
383
Key Financial Inc
Pennsylvania
$71K
EW
384
Element Wealth
Mississippi
$68K +$106 +1 +0.2%
CIAS
385
Capital Investment Advisory Services
North Carolina
$61K
RFA
386
Reilly Financial Advisors
California
$60K
ADL
387
Asset Dedication LLC
California
$58K -$9.19K -87 -13%
GAM
388
Gemmer Asset Management
California
$58K
FFA
389
Founders Financial Alliance
North Carolina
$55K -$2.75K -26 -5%
MAM
390
Meeder Asset Management
Ohio
$55K
HWA
391
Heritage Wealth Advisors
Virginia
$53.8K
AWA
392
Arkadios Wealth Advisors
Georgia
$48K +$37K +350 +292%
KTC
393
Kistler-Tiffany Companies
Pennsylvania
$44K
GWMIA
394
Global Wealth Management Investment Advisory
Florida
$43K +$2.75K +26 +7%
TLFA
395
True Link Financial Advisors
California
$43K +$44.5K +421 New
NFSG
396
Newbridge Financial Services Group
Florida
$42K
CFD
397
Creative Financial Designs
Indiana
$42K +$29.2K +276 +211%
AWM
398
Accel Wealth Management
Iowa
$41K +$951 +9 +2%
CFB
399
Cullen/Frost Bankers
Texas
$40K -$158K -1,500 -79%
CPFP
400
Clear Perspectives Financial Planning
Ohio
$40K +$41.1K +389 New

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.