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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
BBHC
476
Brown Brothers Harriman & Co
New York
$256
SFA
477
Sequoia Financial Advisors
Ohio
-$2.28M -22,558 Closed
Nomura Asset Management
478
Nomura Asset Management
Japan
-$1.71M -16,891 Closed
Allianz Asset Management
479
Allianz Asset Management
Germany
-$1.67M -16,580 Closed
JWCA
480
J.W. Cole Advisors
Florida
-$1.62M -16,067 Closed
CIAS
481
CFS Investment Advisory Services
New Jersey
-$1.14M -11,329 Closed
SFMG
482
Sage Financial Management Group
Virginia
-$1.14M -11,329 Closed
CRI
483
Colonial River Investments
Virginia
-$657K -6,508 Closed
LFAS
484
Level Four Advisory Services
Texas
-$303K -3,002 Closed
TFA
485
Teamwork Financial Advisors
Texas
-$292K -2,893 Closed
MAG
486
MRA Advisory Group
New Jersey
-$287K -2,846 Closed
HAS
487
HBW Advisory Services
California
-$278K -2,750 Closed
VAM
488
Verity Asset Management
North Carolina
-$269K -2,661 Closed
MC
489
Moors & Cabot
Massachusetts
-$246K -2,434 Closed
AWM
490
Aprio Wealth Management
Georgia
-$217K -2,150 Closed
SW
491
SteelPeak Wealth
California
-$210K -2,077 Closed
Fisher Asset Management
492
Fisher Asset Management
Washington
-$208K -2,056 Closed
TI
493
tru Independence
Oregon
-$130K -1,291 Closed
SB
494
Strategic Blueprint
Georgia
-$87K -861 Closed
FI
495
Financial Insights
Washington
-$775K -767 Closed
PGWM
496
Parisi Gray Wealth Management
New Jersey
-$46K -454 Closed
DAM
497
Delta Asset Management
Tennessee
-$15K -150 Closed
TCM
498
Tradewinds Capital Management
Washington
-$14K -139 Closed
First Manhattan
499
First Manhattan
New York
-$9K -93 Closed
CIA
500
Choate Investment Advisors
Massachusetts
-$5K -50 Closed

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.