iShares Core S&P US Growth ETF
IUSG
423 hedge funds and large institutions have $7.42B invested in iShares Core S&P US Growth ETF in 2020 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 130 increasing their positions, 126 reducing their positions, and 14 closing their positions.
457% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 14
20% more funds holding in top 10
Funds holding in top 10: 20 → 24 (+4)
16% more funds holding
Funds holding: 365 → 423 (+58)
14% more capital invested
Capital invested by funds: $6.51B → $7.42B (+$906M)
3% more repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 126
0.25% more ownership
Funds ownership: 70.02% → 70.27% (+0.25%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$110M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$103M |
| 3 |
TVAMP
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
+$32.1M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$26.7M |
| 5 |
ClearBridge Investments
New York
|
+$16.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$163M |
| 2 |
LPL Financial
San Diego,
California
|
-$43.9M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
-$31M |
| 4 |
F
F3Logic
Burnsville,
Minnesota
|
-$19.8M |
| 5 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
-$12.2M |
IUSG Hedge Fund Activity: Q4 2020 in Review
423 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q4 2020, worth a combined $7.42B — up 14% from $6.51B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new IUSG positions and 14 closed out — a net gain of 64 holders — while 130 added to existing stakes and 126 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $110M. The largest seller was UBS Group, cutting an estimated $163M.
- 423 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q4 2020, up from 365 in Q3 2020.
- Funds reported $7.42B of iShares Core S&P US Growth ETF stock for Q4 2020, up 14% quarter-over-quarter.
- 78 funds opened new iShares Core S&P US Growth ETF positions in Q4 2020 and 14 closed out, a net change of +64 holders.
- The largest iShares Core S&P US Growth ETF buyer in Q4 2020 was Morgan Stanley, an estimated $110M added.
- The largest iShares Core S&P US Growth ETF seller in Q4 2020 was UBS Group, an estimated $163M sold.
Based on aggregated 13F filings for Q4 2020.