We are live on ! Find out more
IUSG icon

iShares Core S&P US Growth ETF
IUSG

81 hedge funds and large institutions have $287M invested in iShares Core S&P US Growth ETF in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 6

84% more capital invested

Capital invested by funds: $156M → $287M (+$131M)

38% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 16

29% more funds holding

Funds holding: 63 → 81 (+18)

23.3% more ownership

Funds ownership: 63.28% → 86.58% (+23%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
81
Holders Change
+18
Holders Change %
+28.57%
% of All Funds
2.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
22
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ClearBridge Investments
ClearBridge Investments
New York
+$56.1M
2
Wells Fargo
Wells Fargo
California
+$25.2M
3
MAA
Managed Account Advisors
New Jersey
+$22.5M
4
Jane Street
Jane Street
New York
+$5.78M
5
Bank of America
Bank of America
North Carolina
+$4.43M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.96M
2
JP Morgan Chase
JP Morgan Chase
New York
-$3.82M
3
CS
Credit Suisse
Switzerland
-$1.47M
4
TH
Timber Hill
Connecticut
-$1.32M
5
CA
Cetera Advisors
Colorado
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$271K – – –
GA
52
Geneva Advisors
Illinois
$264K +$257K +6,740 New
Calamos Advisors
53
Calamos Advisors
Illinois
$253K +$247K +6,466 New
RP
54
Riverbridge Partners
Minnesota
$251K +$245K +6,420 New
Kayne Anderson Rudnick Investment Management
55
Kayne Anderson Rudnick Investment Management
California
$245K -$5.04K -132 -2%
CAN
56
Cetera Advisor Networks
California
$237K – – –
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$230K +$153 +4 +0.1%
HighTower Advisors
58
HighTower Advisors
Illinois
$218K – – –
FAAS
59
First Allied Advisory Services
California
$214K -$42.9K -1,124 -17%
DJSG
60
D.J. St. Germain
Massachusetts
$212K – – –
HWA
61
Heritage Wealth Advisors
Virginia
$204K +$199K +5,200 New
Deutsche Bank
62
Deutsche Bank
Germany
$202K +$198K +5,174 New
FCCM
63
First City Capital Management
Georgia
$143K – – –
CWM
64
Cranbrook Wealth Management
Michigan
$139K – – –
HNB
65
Huntington National Bank
Ohio
$126K – – –
CG
66
Colony Group
Massachusetts
$78K +$75.9K +1,986 New
Barclays
67
Barclays
United Kingdom
$49K -$397K -10,386 -89%
RIA
68
Regal Investment Advisors
Michigan
$37K – – –
UFA
69
US Financial Advisors
Massachusetts
$36K +$35.2K +922 New
Creative Planning
70
Creative Planning
Kansas
$16K +$15.3K +400 New
MMG
71
Monetary Management Group
Missouri
$14K – – –
NFG
72
Next Financial Group
Texas
$13K -$36.6K -958 -75%
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$11K – – –
ASN
74
Advisory Services Network
Georgia
$10K +$9.47K +248 New
MFS
75
MSI Financial Services
Massachusetts
$8K – – –
1 2
3
4

IUSG Hedge Fund Activity: Q4 2014 in Review

81 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q4 2014, worth a combined $287M — up 84% from $156M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IUSG positions and 6 closed out — a net gain of 20 holders — while 22 added to existing stakes and 16 trimmed.

The largest buyer was ClearBridge Investments, adding an estimated $56.1M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $5.96M sold.

  • 81 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q4 2014, up from 63 in Q3 2014.
  • Funds reported $287M of iShares Core S&P US Growth ETF stock for Q4 2014, up 84% quarter-over-quarter.
  • 26 funds opened new iShares Core S&P US Growth ETF positions in Q4 2014 and 6 closed out, a net change of +20 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q4 2014 was ClearBridge Investments, an estimated $56.1M added.
  • The largest iShares Core S&P US Growth ETF seller in Q4 2014 was Susquehanna International Group, an estimated $5.96M sold.

Based on aggregated 13F filings for Q4 2014.