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iShares Core S&P US Growth ETF
IUSG

125 hedge funds and large institutions have $760M invested in iShares Core S&P US Growth ETF in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

38% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 32

35% more capital invested

Capital invested by funds: $562M → $760M (+$198M)

7% more funds holding

Funds holding: 117 → 125 (+8)

3.3% more ownership

Funds ownership: 42.52% → 45.83% (+3.3%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
125
Holders Change
+8
Holders Change %
+6.84%
% of All Funds
3.11%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
25
Increased
44
Reduced
32
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$195M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$12.7M
3
PAG
Private Advisor Group
New Jersey
+$9.55M
4
Ameriprise
Ameriprise
Minnesota
+$8.92M
5
UBS Group
UBS Group
Switzerland
+$6.6M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$35.1M
2
ClearBridge Investments
ClearBridge Investments
New York
-$32.8M
3
Bank of America
Bank of America
North Carolina
-$17.9M
4
SPC
Sigma Planning Corp
Michigan
-$8.3M
5
RJA
Raymond James & Associates
Florida
-$5.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
26
Independent Advisor Alliance
North Carolina
$4.58M +$4.49M +99,233 New
IA
27
IFP Advisors
Florida
$4.46M +$2.69M +59,525 +162%
Stifel Financial
28
Stifel Financial
Missouri
$4.46M +$229K +5,052 +6%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$4M +$2.52M +55,577 +182%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$3.83M -$2.11M -46,583 -36%
US Bancorp
31
US Bancorp
Minnesota
$3M +$46.8K +1,034 +2%
SG Americas Securities
32
SG Americas Securities
New York
$2.68M – – –
FCI
33
Financial Counselors Inc
Kansas
$2.26M -$538K -11,890 -20%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$2.19M +$43.4K +960 +2%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$2.01M +$1.5M +33,201 +328%
KC
36
Kingfisher Capital
North Carolina
$2M +$625K +13,817 +47%
SFS
37
Sowell Financial Services
Arkansas
$1.87M +$807K +17,824 +85%
William Blair & Company
38
William Blair & Company
Illinois
$1.81M -$927K -20,475 -34%
NCM
39
Neumann Capital Management
California
$1.69M – – –
AFG
40
Albion Financial Group
Utah
$1.65M -$216K -4,782 -12%
CWM
41
Cornerstone Wealth Management
Missouri
$1.51M +$1.48M +32,791 New
PSUF
42
People's United Financial
Connecticut
$1.44M -$8.78K -194 -0.6%
IWM
43
IHT Wealth Management
Illinois
$1.41M +$258K +5,700 +2,096%
PAMG
44
Patton Albertson Miller Group
Tennessee
$1.33M -$1.94M -42,821 -61%
Natixis Advisors
45
Natixis Advisors
Massachusetts
$1.3M -$768K -16,961 -38%
NPC
46
National Planning Corporation
California
$1.26M +$303K +6,700 +33%
AIM
47
Advantage Investment Management
Iowa
$1.25M +$1.22M +26,866 New
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$1.23M -$988K -21,825 -45%
SCA
49
Snowden Capital Advisors
New York
$1.09M +$1.06M +23,412 New
CCM
50
Coldstream Capital Management
Washington
$1.05M +$427K +9,432 +71%
1
2
3 4 5

IUSG Hedge Fund Activity: Q1 2017 in Review

125 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q1 2017, worth a combined $760M — up 35% from $562M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IUSG positions and 15 closed out — a net gain of 10 holders — while 44 added to existing stakes and 32 trimmed.

The largest buyer was LPL Financial, adding an estimated $195M. The largest seller was Wells Fargo, cutting an estimated $35.1M.

  • 125 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q1 2017, up from 117 in Q4 2016.
  • Funds reported $760M of iShares Core S&P US Growth ETF stock for Q1 2017, up 35% quarter-over-quarter.
  • 25 funds opened new iShares Core S&P US Growth ETF positions in Q1 2017 and 15 closed out, a net change of +10 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q1 2017 was LPL Financial, an estimated $195M added.
  • The largest iShares Core S&P US Growth ETF seller in Q1 2017 was Wells Fargo, an estimated $35.1M sold.

Based on aggregated 13F filings for Q1 2017.