iShares Core S&P US Growth ETF
IUSG
97 hedge funds and large institutions have $315M invested in iShares Core S&P US Growth ETF in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 32 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
5% more funds holding
Funds holding: 92 → 97 (+5)
9.44% less ownership
Funds ownership: 82.26% → 72.82% (-9.4%)
12% less capital invested
Capital invested by funds: $357M → $315M (-$41.8M)
13% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 32
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
+$2.63M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$2.45M |
| 3 |
PAMG
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
+$2.08M |
| 4 |
GF
Gerstein Fisher
New York
|
+$1.83M |
| 5 |
Jane Street
New York
|
+$1.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FBFS
First Business Financial Services
Madison,
Wisconsin
|
-$20.8M |
| 2 |
LPL Financial
San Diego,
California
|
-$14M |
| 3 |
AIG
American International Group
New York
|
-$8.25M |
| 4 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$7.81M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$3.57M |
IUSG Hedge Fund Activity: Q2 2016 in Review
97 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q2 2016, worth a combined $315M — down 12% from $357M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IUSG positions and 6 closed out — a net gain of 5 holders — while 28 added to existing stakes and 32 trimmed.
The largest buyer was ClearBridge Investments, adding an estimated $2.63M. The largest seller was First Business Financial Services, exiting entirely with an estimated $20.8M sold.
- 97 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q2 2016, up from 92 in Q1 2016.
- Funds reported $315M of iShares Core S&P US Growth ETF stock for Q2 2016, down 12% quarter-over-quarter.
- 11 funds opened new iShares Core S&P US Growth ETF positions in Q2 2016 and 6 closed out, a net change of +5 holders.
- The largest iShares Core S&P US Growth ETF buyer in Q2 2016 was ClearBridge Investments, an estimated $2.63M added.
- The largest iShares Core S&P US Growth ETF seller in Q2 2016 was First Business Financial Services, an estimated $20.8M sold.
Based on aggregated 13F filings for Q2 2016.