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iShares Core S&P US Growth ETF

432 hedge funds and large institutions have $7.41B invested in iShares Core S&P US Growth ETF in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 124 increasing their positions, 158 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

2% more funds holding

Funds holding: 423432 (+9)

0.29% more ownership

Funds ownership: 70.27%70.56% (+0.29%)

0% less capital invested

Capital invested by funds: $7.42B → $7.41B (-$2.14M)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

22% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 158

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $8K

Holders
432
Holders Change
+9
Holders Change %
+2.13%
% of All Funds
7.59%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.4%
New
47
Increased
124
Reduced
158
Closed
31
Calls
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$10K
Name Holding Trade Value Shares
Change
Change in
Stake
VC
26
Veracity Capital
Georgia
$37.4M +$7.46M +82,790 +25%
Osaic Holdings
27
Osaic Holdings
Arizona
$35M +$802K +8,898 +2%
BFEC
28
Benjamin F. Edwards & Company
Missouri
$31.4M +$3.64M +40,343 +13%
UCFA
29
United Capital Financial Advisors
Texas
$28.4M +$106K +1,177 +0.4%
SSB
30
Sandy Spring Bank
Maryland
$28M -$2.56M -28,454 -8%
PSUF
31
People's United Financial
Connecticut
$27.6M -$1.08M -11,964 -4%
GSIS
32
Global Strategic Investment Solutions
Arizona
$23.9M -$99.2K -1,101 -0.4%
MWM
33
Mascoma Wealth Management
New Hampshire
$23.2M -$79.4K -881 -0.3%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$22.5M -$14.1K -156 -0.1%
MWP
35
Madison Wealth Partners
Wisconsin
$22.4M -$119K -1,322 -0.5%
IWS
36
Insight Wealth Strategies
California
$22.2M +$3.22M +35,778 +17%
AAMA
37
Advanced Asset Management Advisors
Ohio
$21.8M
AAS
38
Avantax Advisory Services
Texas
$20.2M -$771K -8,551 -4%
PAG
39
Private Advisor Group
New Jersey
$19.3M -$186K -2,060 -1%
MML Investors Services
40
MML Investors Services
Massachusetts
$17.9M -$1.63M -18,115 -8%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$17.3M +$5.49M +60,960 +47%
FWM
42
ForthRight Wealth Management
Georgia
$16.7M -$1.16M -12,886 -7%
CI
43
CX Institutional
Indiana
$16.1M +$10.3M +114,387 +182%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$16M -$30.3M -336,301 -66%
CG
45
Colony Group
Massachusetts
$15.9M +$504K +5,592 +3%
KAS
46
Kestra Advisory Services
Texas
$15.1M -$2.12M -23,571 -12%
WWM
47
Windsor Wealth Management
Indiana
$13.7M +$26.8K +297 +0.2%
IWC
48
Integrated Wealth Concepts
Massachusetts
$13.4M -$254K -2,818 -2%
CAN
49
Cetera Advisor Networks
California
$13.3M +$69.7K +773 +0.5%
WHG
50
Westwood Holdings Group
Texas
$12.7M -$1.13M -12,529 -8%

IUSG Hedge Fund Activity: Q1 2021 in Review

432 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q1 2021, worth a combined $7.41B — down 0.03% from $7.42B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IUSG positions and 31 closed out — a net gain of 16 holders — while 124 added to existing stakes and 158 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $28.4M. The largest seller was Bank of America, cutting an estimated $125M.

  • 432 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q1 2021, up from 423 in Q4 2020.
  • Funds reported $7.41B of iShares Core S&P US Growth ETF stock for Q1 2021, down 0.03% quarter-over-quarter.
  • 47 funds opened new iShares Core S&P US Growth ETF positions in Q1 2021 and 31 closed out, a net change of +16 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q1 2021 was Morgan Stanley, an estimated $28.4M added.
  • The largest iShares Core S&P US Growth ETF seller in Q1 2021 was Bank of America, an estimated $125M sold.

Based on aggregated 13F filings for Q1 2021.