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iShares Core S&P US Growth ETF

459 hedge funds and large institutions have $8.12B invested in iShares Core S&P US Growth ETF in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 154 increasing their positions, 140 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,850% more call options, than puts

Call options by funds: $278K | Put options by funds: $4K

168% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 19

10% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 140

10% more capital invested

Capital invested by funds: $7.41B → $8.12B (+$707M)

6% more funds holding

Funds holding: 432459 (+27)

1.51% less ownership

Funds ownership: 70.56%69.05% (-1.5%)

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

Holders
459
Holders Change
+27
Holders Change %
+6.25%
% of All Funds
7.99%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.35%
New
51
Increased
154
Reduced
140
Closed
19
Calls
$278K
Puts
$4K
Net Calls
+$274K
Net Calls Change
+$282K
Name Holding Trade Value Shares
Change
Change in
Stake
PSUF
26
People's United Financial
Connecticut
$30.1M -$571K -5,930 -2%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$28M +$9.74M +101,110 +57%
MWP
28
Madison Wealth Partners
Wisconsin
$26.5M +$1M +10,413 +4%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$25.3M +$230K +2,382 +1%
GSIS
30
Global Strategic Investment Solutions
Arizona
$24.7M -$1.8M -18,684 -7%
MWM
31
Mascoma Wealth Management
New Hampshire
$24.4M -$1.37M -14,187 -6%
AAMA
32
Advanced Asset Management Advisors
Ohio
$24.2M
AAS
33
Avantax Advisory Services
Texas
$22.6M +$158K +1,639 +0.7%
IWS
34
Insight Wealth Strategies
California
$21.8M -$2.77M -28,752 -12%
PAG
35
Private Advisor Group
New Jersey
$21.6M +$47.8K +496 +0.2%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$20.9M +$1.52M +15,763 +8%
MML Investors Services
37
MML Investors Services
Massachusetts
$19.9M -$17.3K -180 -0.1%
FWM
38
ForthRight Wealth Management
Georgia
$18.8M +$221K +2,292 +1%
VC
39
Veracity Capital
Georgia
$18.1M -$22.5M -233,504 -57%
CG
40
Colony Group
Massachusetts
$17.9M +$176K +1,826 +1%
KAS
41
Kestra Advisory Services
Texas
$17.2M +$419K +4,353 +3%
WWM
42
Windsor Wealth Management
Indiana
$16.9M +$1.64M +16,972 +11%
CI
43
CX Institutional
Indiana
$16.3M -$1.49M -15,501 -9%
CAN
44
Cetera Advisor Networks
California
$16M +$1.16M +12,043 +8%
EWA
45
ERTS Wealth Advisors
Michigan
$15.4M +$3.11M +32,301 +27%
IWC
46
Integrated Wealth Concepts
Massachusetts
$14.9M +$63.3K +657 +0.4%
SWM
47
Spire Wealth Management
Virginia
$13.2M +$54.5K +566 +0.4%
IWMWV
48
Ironwood Wealth Management (West Virginia)
West Virginia
$13M +$88.2K +915 +0.7%
WHG
49
Westwood Holdings Group
Texas
$12.6M -$1.48M -15,325 -11%
AF
50
Allworth Financial
California
$12.3M +$728K +7,558 +7%

IUSG Hedge Fund Activity: Q2 2021 in Review

459 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q2 2021, worth a combined $8.12B — up 9.5% from $7.41B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new IUSG positions and 19 closed out — a net gain of 32 holders — while 154 added to existing stakes and 140 trimmed.

The largest buyer was Bank of America, adding an estimated $169M. The largest seller was Balentine LLC, cutting an estimated $125M.

  • 459 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q2 2021, up from 432 in Q1 2021.
  • Funds reported $8.12B of iShares Core S&P US Growth ETF stock for Q2 2021, up 9.5% quarter-over-quarter.
  • 51 funds opened new iShares Core S&P US Growth ETF positions in Q2 2021 and 19 closed out, a net change of +32 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q2 2021 was Bank of America, an estimated $169M added.
  • The largest iShares Core S&P US Growth ETF seller in Q2 2021 was Balentine LLC, an estimated $125M sold.

Based on aggregated 13F filings for Q2 2021.