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iShares Core S&P US Growth ETF

477 hedge funds and large institutions have $8.48B invested in iShares Core S&P US Growth ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 148 increasing their positions, 135 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,375% more call options, than puts

Call options by funds: $339K | Put options by funds: $4K

100% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 26

20% more funds holding in top 10

Funds holding in top 10: 2024 (+4)

4% more funds holding

Funds holding: 459477 (+18)

10% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 135

4% more capital invested

Capital invested by funds: $8.12B → $8.48B (+$357M)

0.6% more ownership

Funds ownership: 69.05%69.65% (+0.6%)

Holders
477
Holders Change
+18
Holders Change %
+3.92%
% of All Funds
8.35%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.42%
New
52
Increased
148
Reduced
135
Closed
26
Calls
$339K
Puts
$4K
Net Calls
+$335K
Net Calls Change
+$61K
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
26
Benjamin F. Edwards & Company
Missouri
$39M +$2.27M +21,454 +6%
TVAMP
27
Tennessee Valley Asset Management Partners
Tennessee
$34M +$174K +1,650 +0.5%
PSUF
28
People's United Financial
Connecticut
$29.9M -$686K -6,490 -2%
SSB
29
Sandy Spring Bank
Maryland
$29.5M -$2.95M -27,901 -9%
UCFA
30
United Capital Financial Advisors
Texas
$29.1M -$2.03M -19,212 -6%
MWP
31
Madison Wealth Partners
Wisconsin
$27.7M +$884K +8,367 +3%
MWM
32
Mascoma Wealth Management
New Hampshire
$25.4M +$619K +5,857 +2%
AAMA
33
Advanced Asset Management Advisors
Ohio
$24.5M
Baird Financial Group
34
Baird Financial Group
Wisconsin
$24.4M -$1.22M -11,597 -5%
AAS
35
Avantax Advisory Services
Texas
$23.8M +$870K +8,232 +4%
GSIS
36
Global Strategic Investment Solutions
Arizona
$21.9M -$3.31M -31,358 -13%
PBF
37
Petix & Botte Financial
California
$21M +$11.7M +111,237 +119%
IWS
38
Insight Wealth Strategies
California
$20.9M -$1.24M -11,749 -5%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$20.8M -$336K -3,184 -2%
WWM
40
Windsor Wealth Management
Indiana
$19.9M +$2.59M +24,478 +15%
MML Investors Services
41
MML Investors Services
Massachusetts
$19.8M -$398K -3,767 -2%
FWM
42
ForthRight Wealth Management
Georgia
$19.4M +$364K +3,444 +2%
VC
43
Veracity Capital
Georgia
$19.2M +$919K +8,704 +5%
Truist Financial
44
Truist Financial
North Carolina
$19.2M +$8.28M +78,435 +72%
Goldman Sachs
45
Goldman Sachs
New York
$19.1M +$8.11M +76,746 +70%
CI
46
CX Institutional
Indiana
$18.9M +$2.48M +23,432 +15%
CAN
47
Cetera Advisor Networks
California
$17.8M +$1.62M +15,299 +10%
PAG
48
Private Advisor Group
New Jersey
$17.5M -$4.55M -43,095 -20%
IWC
49
Integrated Wealth Concepts
Massachusetts
$17.1M +$2.02M +19,143 +13%
CG
50
Colony Group
Massachusetts
$16.2M -$2.06M -19,492 -11%

IUSG Hedge Fund Activity: Q3 2021 in Review

477 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q3 2021, worth a combined $8.48B — up 4.4% from $8.12B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IUSG positions and 26 closed out — a net gain of 26 holders — while 148 added to existing stakes and 135 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $49.5M. The largest seller was Bank of America, cutting an estimated $28.9M.

  • 477 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q3 2021, up from 459 in Q2 2021.
  • Funds reported $8.48B of iShares Core S&P US Growth ETF stock for Q3 2021, up 4.4% quarter-over-quarter.
  • 52 funds opened new iShares Core S&P US Growth ETF positions in Q3 2021 and 26 closed out, a net change of +26 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q3 2021 was AE Wealth Management, an estimated $49.5M added.
  • The largest iShares Core S&P US Growth ETF seller in Q3 2021 was Bank of America, an estimated $28.9M sold.

Based on aggregated 13F filings for Q3 2021.