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iShares Core S&P US Growth ETF

432 hedge funds and large institutions have $7.41B invested in iShares Core S&P US Growth ETF in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 124 increasing their positions, 158 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

2% more funds holding

Funds holding: 423432 (+9)

0.29% more ownership

Funds ownership: 70.27%70.56% (+0.29%)

0% less capital invested

Capital invested by funds: $7.42B → $7.41B (-$2.14M)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

22% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 158

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $8K

Holders
432
Holders Change
+9
Holders Change %
+2.13%
% of All Funds
7.59%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.4%
New
47
Increased
124
Reduced
158
Closed
31
Calls
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$10K
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
426
Liberty Wealth Management
California
$2K
FP
427
Fiduciary Planning
Florida
$1K
VNA
428
Valley National Advisers
Pennsylvania
$1K
BWA
429
BDO Wealth Advisors
Florida
$1K +$1.08K +12 New
BBHC
430
Brown Brothers Harriman & Co
New York
$227
ClearBridge Investments
431
ClearBridge Investments
New York
-$18M -203,092 Closed
SS
432
Simplicity Solutions
Minnesota
-$16.2M -182,320 Closed
MCA
433
Magnolia Capital Advisors
Mississippi
-$1.1M -12,452 Closed
Renaissance Technologies
434
Renaissance Technologies
New York
-$869K -9,800 Closed
FI
435
FormulaFolio Investments
Michigan
-$850K -9,583 Closed
OAM
436
Oppenheimer Asset Management
New York
-$847K -9,541 Closed
GP
437
Geneva Partners
Wisconsin
-$798K -9,002 Closed
Charles Schwab
438
Charles Schwab
California
-$724K -8,165 Closed
NFG
439
Norris Financial Group
South Carolina
-$665K -7,502 Closed
CS
440
Credit Suisse
Switzerland
-$590K -6,650 Closed
LNWWM
441
Laird Norton Wetherby Wealth Management
California
-$457K -5,154 Closed
LA
442
LexAurum Advisors
Kansas
-$397K -4,472 Closed
VAS
443
Vestmark Advisory Solutions
Massachusetts
-$265K -2,992 Closed
CG
444
Cutler Group
California
-$252K -2,800 Closed
CYG
445
Clean Yield Group
Vermont
-$230K -2,595 Closed
WI
446
WrapManager Inc
California
-$216K -2,437 Closed
TI
447
Trexquant Investment
Connecticut
-$216K -2,433 Closed
KA
448
Kovack Advisors
Florida
-$209K -2,357 Closed
SFG
449
Sowa Financial Group
Rhode Island
-$115K -1,300 Closed
ZB
450
Zions Bancorporation
Utah
-$74K -835 Closed

IUSG Hedge Fund Activity: Q1 2021 in Review

432 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q1 2021, worth a combined $7.41B — down 0.03% from $7.42B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IUSG positions and 31 closed out — a net gain of 16 holders — while 124 added to existing stakes and 158 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $28.4M. The largest seller was Bank of America, cutting an estimated $125M.

  • 432 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q1 2021, up from 423 in Q4 2020.
  • Funds reported $7.41B of iShares Core S&P US Growth ETF stock for Q1 2021, down 0.03% quarter-over-quarter.
  • 47 funds opened new iShares Core S&P US Growth ETF positions in Q1 2021 and 31 closed out, a net change of +16 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q1 2021 was Morgan Stanley, an estimated $28.4M added.
  • The largest iShares Core S&P US Growth ETF seller in Q1 2021 was Bank of America, an estimated $125M sold.

Based on aggregated 13F filings for Q1 2021.