We are live on ! Find out more
IUSG icon

iShares Core S&P US Growth ETF

272 hedge funds and large institutions have $4.45B invested in iShares Core S&P US Growth ETF in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 108 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

61% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 67

10% more capital invested

Capital invested by funds: $4.06B → $4.45B (+$395M)

6% more funds holding

Funds holding: 257272 (+15)

0.9% less ownership

Funds ownership: 67.69%66.79% (-0.9%)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
272
Holders Change
+15
Holders Change %
+5.84%
% of All Funds
5.91%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.33%
New
37
Increased
108
Reduced
67
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WHG
26
Westwood Holdings Group
Texas
$15.3M -$1.03M -16,706 -6%
AG
27
Advisor Group
Arizona
$15.2M +$1.2M +19,466 +9%
AAMA
28
Advanced Asset Management Advisors
Ohio
$15M
MML Investors Services
29
MML Investors Services
Massachusetts
$14.2M +$1.69M +27,495 +14%
MCM
30
Mitchell Capital Management
Kansas
$14.2M +$4.07M +66,178 +41%
OIA
31
OneDigital Investment Advisors
Kansas
$13.1M +$5.92M +96,160 +85%
BFEC
32
Benjamin F. Edwards & Company
Missouri
$12.7M +$1.16M +18,777 +10%
GSIS
33
Global Strategic Investment Solutions
Arizona
$12.5M +$418K +6,794 +4%
UCFA
34
United Capital Financial Advisors
Texas
$12.5M +$4.38M +71,114 +55%
CG
35
Colony Group
Massachusetts
$12.2M +$11.7M +190,077 +4,739%
TPWA
36
TRUE Private Wealth Advisors
Oregon
$12.1M +$1.94M +31,579 +20%
MWM
37
Mascoma Wealth Management
New Hampshire
$11.9M -$1.84M -29,884 -14%
IWC
38
Integrated Wealth Concepts
Massachusetts
$11.3M -$59.1K -961 -0.5%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$11M +$8.65M +140,582 New
EWA
40
ERTS Wealth Advisors
Michigan
$10.9M +$316K +5,132 +3%
IWM
41
IHT Wealth Management
Illinois
$10.1M +$1.02M +16,510 +11%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$9.51M +$41.7K +677 +0.4%
William Blair & Company
43
William Blair & Company
Illinois
$8.14M -$1.38M -22,492 -17%
TF
44
TIAA FSB
Florida
$7.61M -$331K -5,383 -4%
NA
45
NewEdge Advisors
Louisiana
$6.54M -$589K -9,572 -8%
LFAS
46
Level Four Advisory Services
Texas
$6.5M +$729K +11,849 +13%
ClearBridge Investments
47
ClearBridge Investments
New York
$6.47M +$5.99M +97,304 +1,630%
US Bancorp
48
US Bancorp
Minnesota
$6.24M -$145K -2,357 -2%
TAIM
49
TD Ameritrade Investment Management
Nebraska
$5.94M +$197K +3,210 +4%
GRP
50
Global Retirement Partners
California
$5.62M +$2.34M +38,104 +74%

IUSG Hedge Fund Activity: Q2 2019 in Review

272 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q2 2019, worth a combined $4.45B — up 9.7% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IUSG positions and 17 closed out — a net gain of 20 holders — while 108 added to existing stakes and 67 trimmed.

The largest buyer was Bank of America, adding an estimated $152M. The largest seller was Goldman Sachs, cutting an estimated $24.1M.

  • 272 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q2 2019, up from 257 in Q1 2019.
  • Funds reported $4.45B of iShares Core S&P US Growth ETF stock for Q2 2019, up 9.7% quarter-over-quarter.
  • 37 funds opened new iShares Core S&P US Growth ETF positions in Q2 2019 and 17 closed out, a net change of +20 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q2 2019 was Bank of America, an estimated $152M added.
  • The largest iShares Core S&P US Growth ETF seller in Q2 2019 was Goldman Sachs, an estimated $24.1M sold.

Based on aggregated 13F filings for Q2 2019.