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iShares Core S&P US Growth ETF
IUSG

81 hedge funds and large institutions have $287M invested in iShares Core S&P US Growth ETF in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 6

84% more capital invested

Capital invested by funds: $156M → $287M (+$131M)

38% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 16

29% more funds holding

Funds holding: 63 → 81 (+18)

23.3% more ownership

Funds ownership: 63.28% → 86.58% (+23%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
81
Holders Change
+18
Holders Change %
+28.57%
% of All Funds
2.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
22
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ClearBridge Investments
ClearBridge Investments
New York
+$56.1M
2
Wells Fargo
Wells Fargo
California
+$25.2M
3
MAA
Managed Account Advisors
New Jersey
+$22.5M
4
Jane Street
Jane Street
New York
+$5.78M
5
Bank of America
Bank of America
North Carolina
+$4.43M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.96M
2
JP Morgan Chase
JP Morgan Chase
New York
-$3.82M
3
CS
Credit Suisse
Switzerland
-$1.47M
4
TH
Timber Hill
Connecticut
-$1.32M
5
CA
Cetera Advisors
Colorado
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
PI
26
Placemark Investments
Illinois
$1.05M +$1.03M +26,874 New
US Bancorp
27
US Bancorp
Minnesota
$1.03M -$24K -628 -2%
UBS Group
28
UBS Group
Switzerland
$992K +$968K +25,338 New
V
29
Veritable
Delaware
$852K +$143K +3,748 +21%
William Blair & Company
30
William Blair & Company
Illinois
$845K +$125K +3,262 +18%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$826K +$54.7K +1,432 +7%
TCT
32
TIAA CREF Trust
Missouri
$791K -$229 -6 -0%
CWM
33
Calamos Wealth Management
Illinois
$785K +$766K +20,046 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$757K +$97.9K +2,562 +15%
GF
35
Gerstein Fisher
New York
$733K +$715K +18,726 New
TI
36
Turner Investments
Pennsylvania
$727K +$709K +18,560 New
Ameriprise
37
Ameriprise
Minnesota
$685K +$374K +9,796 +128%
TFF
38
The Family Firm
Maryland
$676K +$659K +17,258 New
WT
39
Whittier Trust
California
$622K – – –
Citigroup
40
Citigroup
New York
$609K -$21.8K -570 -4%
AEPG
41
American Economic Planning Group
New Jersey
$506K -$16.3K -428 -3%
M&T Bank
42
M&T Bank
New York
$506K +$141K +3,690 +40%
AMG
43
Asset Management Group
Connecticut
$479K -$23.6K -618 -5%
ORI
44
Oak Ridge Investments
Illinois
$401K +$391K +10,240 New
PAG
45
Private Advisor Group
New Jersey
$333K -$89.8K -2,350 -22%
AI
46
Atria Investments
North Carolina
$320K – – –
BWA
47
Burt Wealth Advisors
Maryland
$320K +$302K +7,910 New
CL
48
CIM LLC
New York
$314K +$20.2K +530 +7%
WHI
49
William Harris Investors
Illinois
$282K – – –
NPC
50
National Planning Corporation
California
$277K – – –
1
2
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IUSG Hedge Fund Activity: Q4 2014 in Review

81 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q4 2014, worth a combined $287M — up 84% from $156M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IUSG positions and 6 closed out — a net gain of 20 holders — while 22 added to existing stakes and 16 trimmed.

The largest buyer was ClearBridge Investments, adding an estimated $56.1M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $5.96M sold.

  • 81 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q4 2014, up from 63 in Q3 2014.
  • Funds reported $287M of iShares Core S&P US Growth ETF stock for Q4 2014, up 84% quarter-over-quarter.
  • 26 funds opened new iShares Core S&P US Growth ETF positions in Q4 2014 and 6 closed out, a net change of +20 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q4 2014 was ClearBridge Investments, an estimated $56.1M added.
  • The largest iShares Core S&P US Growth ETF seller in Q4 2014 was Susquehanna International Group, an estimated $5.96M sold.

Based on aggregated 13F filings for Q4 2014.