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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
PFGIA
451
Patriot Financial Group Insurance Agency
Massachusetts
$8K
SBL
452
Sargent Bickham Lagudis
Colorado
$8K
WTC
453
WhitTier Trust Company
Nevada
$8K
WWM
454
Wolff Wiese Magana
California
$8K
AssetMark Inc
455
AssetMark Inc
California
$7K -$22.4K -212 -75%
AF
456
Arrow Financial
New York
$7K
BW
457
Bison Wealth
Georgia
$7K
TFM
458
TFC Financial Management
Massachusetts
$7K
MIM
459
MTM Investment Management
South Carolina
$6K
TFS
460
TrustCore Financial Services
Tennessee
$6K
RG
461
Retirement Group
California
$5K
TC
462
Truvestments Capital
Florida
$5K
OSAM
463
O'Shaughnessy Asset Management
Connecticut
$5K +$5.07K +48 New
KFS
464
Kelly Financial Services
Massachusetts
$4.61K -$474K -4,491 -99%
JFA
465
JNBA Financial Advisors
Minnesota
$4K
WQ
466
Wealth Quarterback
New Jersey
$4K
CAGAS
467
Capital Advisory Group Advisory Services
Minnesota
$3K
BCM
468
Bourgeon Capital Management
Connecticut
$3K +$2.85K +27 New
HIA
469
Harbor Investment Advisory
Maryland
$2K -$211 -2 -12%
CWP
470
Concord Wealth Partners
Virginia
$2K
VNA
471
Valley National Advisers
Pennsylvania
$2K
WT
472
Washington Trust
Rhode Island
$2K
DWMG
473
DB Wealth Management Group
California
$1K
MA
474
Montag & Associates
Georgia
$1K
GKWIM
475
Gerber Kawasaki Wealth & Investment Management
California
$1K +$106 +1 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.