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iShares Core S&P US Growth ETF

257 hedge funds and large institutions have $4.06B invested in iShares Core S&P US Growth ETF in 2019 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 93 increasing their positions, 70 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 70

23% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 35

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

15% more capital invested

Capital invested by funds: $3.52B → $4.06B (+$538M)

2.96% more ownership

Funds ownership: 64.73%67.69% (+3%)

2% more funds holding

Funds holding: 251257 (+6)

Holders
257
Holders Change
+6
Holders Change %
+2.39%
% of All Funds
5.56%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.37%
New
43
Increased
93
Reduced
70
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$14.5M -$31.6M -550,943 -70%
AAMA
27
Advanced Asset Management Advisors
Ohio
$14.5M
AG
28
Advisor Group
Arizona
$13.4M +$453K +7,889 +4%
MWM
29
Mascoma Wealth Management
New Hampshire
$13.3M -$577K -10,054 -4%
MML Investors Services
30
MML Investors Services
Massachusetts
$12M +$3.01M +52,432 +36%
FPGK
31
Financial Partners Group (Kansas)
Kansas
$11.8M +$481K +8,392 +4%
GSIS
32
Global Strategic Investment Solutions
Arizona
$11.6M +$3.94M +68,607 +55%
SGAM
33
Steinberg Global Asset Management
Florida
$11.1M +$8.61K +150 +0.1%
BFEC
34
Benjamin F. Edwards & Company
Missouri
$11.1M +$1.7M +29,560 +19%
IWC
35
Integrated Wealth Concepts
Massachusetts
$10.9M -$1.17M -20,431 -10%
EWA
36
ERTS Wealth Advisors
Michigan
$10.2M +$3.75M +65,302 +63%
William Blair & Company
37
William Blair & Company
Illinois
$9.79M -$4.66M -81,162 -38%
TPWA
38
TRUE Private Wealth Advisors
Oregon
$9.74M -$2.41K -42 -0%
MCM
39
Mitchell Capital Management
Kansas
$9.66M +$9.19M +160,188 New
Baird Financial Group
40
Baird Financial Group
Wisconsin
$9.11M +$1.6M +27,893 +23%
IWM
41
IHT Wealth Management
Illinois
$8.77M +$1.01M +17,622 +14%
UCFA
42
United Capital Financial Advisors
Texas
$7.77M +$5.89M +102,739 +394%
TF
43
TIAA FSB
Florida
$7.65M -$5.05M -88,118 -41%
NA
44
NewEdge Advisors
Louisiana
$6.87M -$297K -5,174 -4%
OIA
45
OneDigital Investment Advisors
Kansas
$6.81M -$144K -2,514 -2%
Natixis Advisors
46
Natixis Advisors
Massachusetts
$6.2M -$1.64M -28,569 -22%
US Bancorp
47
US Bancorp
Minnesota
$6.14M +$326K +5,682 +6%
LFAS
48
Level Four Advisory Services
Texas
$5.54M +$965K +16,825 +22%
TAIM
49
TD Ameritrade Investment Management
Nebraska
$5.52M +$1.37M +23,866 +35%
HCM
50
Hollencrest Capital Management
California
$5.37M -$291K -5,072 -5%

IUSG Hedge Fund Activity: Q1 2019 in Review

257 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q1 2019, worth a combined $4.06B — up 15% from $3.52B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new IUSG positions and 35 closed out — a net gain of 8 holders — while 93 added to existing stakes and 70 trimmed.

The largest buyer was Bank of America, adding an estimated $40.9M. The largest seller was ClearBridge Investments, cutting an estimated $87.9M.

  • 257 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q1 2019, up from 251 in Q4 2018.
  • Funds reported $4.06B of iShares Core S&P US Growth ETF stock for Q1 2019, up 15% quarter-over-quarter.
  • 43 funds opened new iShares Core S&P US Growth ETF positions in Q1 2019 and 35 closed out, a net change of +8 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q1 2019 was Bank of America, an estimated $40.9M added.
  • The largest iShares Core S&P US Growth ETF seller in Q1 2019 was ClearBridge Investments, an estimated $87.9M sold.

Based on aggregated 13F filings for Q1 2019.