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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
BAM
401
Barrett Asset Management
New York
$27K
AA
402
Addison Advisors
Vermont
$27K +$26K +270 New
AIC
403
Archer Investment Corporation
Indiana
$25K
JHCP
404
Jackson Hole Capital Partners
Oklahoma
$25K
JCM
405
Jacobi Capital Management
Pennsylvania
$24K
PFBT
406
Parkside Financial Bank & Trust
Missouri
$24K +$22.7K +236 New
IF
407
Ironwood Financial
Arizona
$23K
FWP
408
FAS Wealth Partners
Kansas
$23K +$5.11K +53 +30%
BCWM
409
Bartlett & Co Wealth Management
Ohio
$22.4K
BC
410
Bartlett & Co
Ohio
$22K
IA
411
IFP Advisors
Florida
$22K
CT
412
Caldwell Trust
Florida
$18.2K
GI
413
Gradient Investments
Minnesota
$18K -$108K -1,122 -86%
LWA
414
Lenox Wealth Advisors
New York
$17K
RCA
415
Ranch Capital Advisors
Florida
$17K +$1.06K +11 +7%
HWA
416
HHM Wealth Advisors
Tennessee
$16K
TRCT
417
Tower Research Capital (TRC)
New York
$15K -$2.97M -30,854 -100%
DAM
418
Delta Asset Management
Tennessee
$15K -$9.64K -100 -40%
TCM
419
TD Capital Management
Tennessee
$14K
TCM
420
Tradewinds Capital Management
Washington
$14K
BL
421
Balentine LLC
Georgia
$13K -$125M -1,294,672 -100%
APWA
422
Atlas Private Wealth Advisors
New Jersey
$13K
CTB
423
Country Trust Bank
Illinois
$13K
CFD
424
Creative Financial Designs
Indiana
$13K
LWM
425
Liberty Wealth Management
California
$13K +$9.73K +101 +388%

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.