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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
FRA
401
Front Row Advisors
California
$39K
HCP
402
Hexagon Capital Partners
Arkansas
$39K
VRM
403
Vectors Research Management
New York
$39K
Koshinski Asset Management
404
Koshinski Asset Management
Illinois
$38.2K +$39.4K +373 New
AFS
405
Annapolis Financial Services
Maryland
$38K +$39.6K +375 New
MPCG
406
Matrix Private Capital Group
New York
$36K
GEA
407
Glen Eagle Advisors
New Jersey
$35.8K
MA
408
MCF Advisors
Kentucky
$34K +$35K +331 New
SC
409
SouthState Corp
Florida
$31K -$5.28K -50 -14%
PCA
410
Providence Capital Advisors
North Carolina
$31K
LPWM
411
Lake Point Wealth Management
Texas
$30K
AA
412
Addison Advisors
Vermont
$28K
BAM
413
Barrett Asset Management
New York
$27K
BWA
414
BDO Wealth Advisors
Florida
$26K -$2.22K -21 -8%
AIC
415
Archer Investment Corporation
Indiana
$25.4K
JHCP
416
Jackson Hole Capital Partners
Oklahoma
$25K
JCM
417
Jacobi Capital Management
Pennsylvania
$25K
IF
418
Ironwood Financial
Arizona
$24K
PFBT
419
Parkside Financial Bank & Trust
Missouri
$24K
LWP
420
Lumature Wealth Partners
Georgia
$24K +$24.6K +233 New
FWP
421
FAS Wealth Partners
Kansas
$23K
SL
422
Savior LLC
Massachusetts
$22K -$611K -5,787 -96%
IA
423
IFP Advisors
Florida
$22K
LWA
424
Lenox Wealth Advisors
New York
$22K +$4.44K +42 +24%
TCWA
425
Ten Capital Wealth Advisors
Washington
$22K +$22.8K +216 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.