iShares Core S&P US Growth ETF
IUSG
66 hedge funds and large institutions have $192M invested in iShares Core S&P US Growth ETF in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 3 closing their positions.
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
32% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 19
29% more capital invested
Capital invested by funds: $149M → $192M (+$43.3M)
12% more funds holding
Funds holding: 59 → 66 (+7)
10.56% more ownership
Funds ownership: 69.73% → 80.29% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
+$10.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$6.78M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$5.07M |
| 4 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$3.82M |
| 5 |
DS
DRW Securities
Chicago,
Illinois
|
+$1.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSBC Holdings
London,
United Kingdom
|
-$17.6M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$999K |
| 3 |
FIG
FundX Investment Group
San Francisco,
California
|
-$809K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$610K |
| 5 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$534K |
IUSG Hedge Fund Activity: Q4 2013 in Review
66 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q4 2013, worth a combined $192M — up 29% from $149M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IUSG positions and 3 closed out — a net gain of 8 holders — while 25 added to existing stakes and 19 trimmed.
The largest buyer was ClearBridge Investments, adding an estimated $10.7M. The largest seller was HSBC Holdings, exiting entirely with an estimated $17.6M sold.
- 66 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q4 2013, up from 59 in Q3 2013.
- Funds reported $192M of iShares Core S&P US Growth ETF stock for Q4 2013, up 29% quarter-over-quarter.
- 11 funds opened new iShares Core S&P US Growth ETF positions in Q4 2013 and 3 closed out, a net change of +8 holders.
- The largest iShares Core S&P US Growth ETF buyer in Q4 2013 was ClearBridge Investments, an estimated $10.7M added.
- The largest iShares Core S&P US Growth ETF seller in Q4 2013 was HSBC Holdings, an estimated $17.6M sold.
Based on aggregated 13F filings for Q4 2013.