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iShares Core S&P US Growth ETF

76 hedge funds and large institutions have $218M invested in iShares Core S&P US Growth ETF in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 11

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

29% more capital invested

Capital invested by funds: $169M → $218M (+$48.7M)

7% more funds holding

Funds holding: 7176 (+5)

6.47% more ownership

Funds ownership: 57.44%63.91% (+6.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
76
Holders Change
+5
Holders Change %
+7.04%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
31
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$282K -$7.01K -170 -2%
CAN
52
Cetera Advisor Networks
California
$262K
FAAS
53
First Allied Advisory Services
California
$262K +$41K +994 +18%
Kayne Anderson Rudnick Investment Management
54
Kayne Anderson Rudnick Investment Management
California
$254K
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$238K
DJSG
56
D.J. St. Germain
Massachusetts
$220K
RCAG
57
Rehmann Capital Advisory Group
Michigan
$212K +$215K +5,208 New
HWA
58
Heritage Wealth Advisors
Virginia
$211K
FCCM
59
First City Capital Management
Georgia
$149K
CWM
60
Cranbrook Wealth Management
Michigan
$144K
CG
61
Colony Group
Massachusetts
$81K
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$76K
RIA
63
Regal Investment Advisors
Michigan
$38K
UFA
64
US Financial Advisors
Massachusetts
$37K
IWMPD
65
Integrated Wealth Management (Palm Desert)
California
$30K
NFG
66
Next Financial Group
Texas
$23K +$10.7K +260 +81%
PG
67
Patten Group
Tennessee
$22.8K +$23.1K +560 New
HCMT
68
Highland Capital Management (Tennessee)
Tennessee
$20K +$12.4K +300 New
ASN
69
Advisory Services Network
Georgia
$18K
MMG
70
Monetary Management Group
Missouri
$14K
GWA
71
Genesis Wealth Advisors
Massachusetts
$9.76K +$9.89K +240 New
PMFA
72
Plante Moran Financial Advisors
Michigan
$7K
TCM
73
Tradewinds Capital Management
Washington
$6K +$5.85K +142 New
OSNBOA
74
Old Second National Bank of Aurora
Illinois
$3K
WTC
75
WhitTier Trust Company
Nevada
$3K

IUSG Hedge Fund Activity: Q2 2015 in Review

76 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q2 2015, worth a combined $218M — up 29% from $169M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IUSG positions and 5 closed out — a net gain of 6 holders — while 31 added to existing stakes and 11 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $13.9M. The largest seller was Jane Street, exiting entirely with an estimated $1.89M sold.

  • 76 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q2 2015, up from 71 in Q1 2015.
  • Funds reported $218M of iShares Core S&P US Growth ETF stock for Q2 2015, up 29% quarter-over-quarter.
  • 11 funds opened new iShares Core S&P US Growth ETF positions in Q2 2015 and 5 closed out, a net change of +6 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q2 2015 was Private Advisor Group, an estimated $13.9M added.
  • The largest iShares Core S&P US Growth ETF seller in Q2 2015 was Jane Street, an estimated $1.89M sold.

Based on aggregated 13F filings for Q2 2015.