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iShares Core S&P US Growth ETF

151 hedge funds and large institutions have $1.34B invested in iShares Core S&P US Growth ETF in 2017 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 28 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

933% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 3

125% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 28

77% more capital invested

Capital invested by funds: $760M → $1.34B (+$582M)

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

21% more funds holding

Funds holding: 125151 (+26)

9.9% more ownership

Funds ownership: 45.83%55.72% (+9.9%)

Holders
151
Holders Change
+26
Holders Change %
+20.8%
% of All Funds
3.76%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
31
Increased
63
Reduced
28
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$6.6M +$2.43M +50,807 +59%
SGAM
27
Steinberg Global Asset Management
Florida
$6.33M +$6.27M +131,234 New
TF
28
TIAA FSB
Florida
$5.96M +$5.9M +123,611 New
RJA
29
Raymond James & Associates
Florida
$5.56M +$223K +4,664 +4%
IA
30
IFP Advisors
Florida
$5.48M +$841K +17,618 +18%
TPWA
31
TRUE Private Wealth Advisors
Oregon
$5.33M -$16.1K -338 -0.3%
EA
32
Edge Advisors
Georgia
$5.1M -$677K -14,170 -12%
Stifel Financial
33
Stifel Financial
Missouri
$4.61M -$24.4K -511 -0.5%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$3.42M -$548K -11,469 -14%
US Bancorp
35
US Bancorp
Minnesota
$3.33M +$209K +4,374 +7%
SG Americas Securities
36
SG Americas Securities
New York
$2.78M -$11K -230 -0.4%
ICOA
37
Investment Centers of America
North Dakota
$2.34M +$1.75M +36,689 +313%
FCI
38
Financial Counselors Inc
Kansas
$2.31M -$40.9K -857 -2%
SLF
39
Sun Life Financial
Ontario, Canada
$2.2M +$2.08M +43,607 +2,056%
CWM
40
Cornerstone Wealth Management
Missouri
$2.18M +$586K +12,272 +37%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$2.18M -$97K -2,031 -4%
KC
42
Kingfisher Capital
North Carolina
$2.1M +$31K +649 +2%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$2.08M -$12K -252 -0.6%
CCM
44
Coldstream Capital Management
Washington
$1.95M +$851K +17,827 +79%
William Blair & Company
45
William Blair & Company
Illinois
$1.85M -$43.1K -902 -2%
NCM
46
Neumann Capital Management
California
$1.76M
AFG
47
Albion Financial Group
Utah
$1.68M -$34.1K -715 -2%
PFM
48
Parsec Financial Management
North Carolina
$1.58M +$1.56M +32,746 New
AIM
49
Advantage Investment Management
Iowa
$1.56M +$264K +5,531 +21%
PSUF
50
People's United Financial
Connecticut
$1.56M +$66.9K +1,402 +5%

IUSG Hedge Fund Activity: Q2 2017 in Review

151 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q2 2017, worth a combined $1.34B — up 77% from $760M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IUSG positions and 3 closed out — a net gain of 28 holders — while 63 added to existing stakes and 28 trimmed.

The largest buyer was UBS Group, adding an estimated $145M. The largest seller was Wells Fargo, cutting an estimated $18.2M.

  • 151 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q2 2017, up from 125 in Q1 2017.
  • Funds reported $1.34B of iShares Core S&P US Growth ETF stock for Q2 2017, up 77% quarter-over-quarter.
  • 31 funds opened new iShares Core S&P US Growth ETF positions in Q2 2017 and 3 closed out, a net change of +28 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q2 2017 was UBS Group, an estimated $145M added.
  • The largest iShares Core S&P US Growth ETF seller in Q2 2017 was Wells Fargo, an estimated $18.2M sold.

Based on aggregated 13F filings for Q2 2017.