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iShares Core S&P US Growth ETF

151 hedge funds and large institutions have $1.34B invested in iShares Core S&P US Growth ETF in 2017 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 28 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

933% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 3

125% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 28

77% more capital invested

Capital invested by funds: $760M → $1.34B (+$582M)

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

21% more funds holding

Funds holding: 125151 (+26)

9.9% more ownership

Funds ownership: 45.83%55.72% (+9.9%)

Holders
151
Holders Change
+26
Holders Change %
+20.8%
% of All Funds
3.76%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
31
Increased
63
Reduced
28
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$1.5M +$1.49M +31,130 New
SPIA
52
Strategic Point Investment Advisors
Rhode Island
$1.43M +$1.42M +29,750 New
NPC
53
National Planning Corporation
California
$1.38M +$70.7K +1,481 +5%
ASN
54
Advisory Services Network
Georgia
$1.3M +$1.23M +25,847 +2,318%
CAN
55
Cetera Advisor Networks
California
$1.28M +$586K +12,267 +86%
FAAS
56
First Allied Advisory Services
California
$1.2M +$113K +2,377 +11%
SMC
57
Smith, Moore & Co
Missouri
$1.18M +$1.17M +24,550 New
CA
58
Cetera Advisors
Colorado
$1.15M +$106K +2,226 +10%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$1.03M +$976K +20,444 +2,020%
GRP
60
Global Retirement Partners
California
$998K +$242K +5,059 +32%
Natixis Advisors
61
Natixis Advisors
Massachusetts
$993K -$358K -7,490 -27%
TIM
62
Total Investment Management
Arizona
$977K +$8.02K +168 +0.8%
LPT
63
Legacy Private Trust
Wisconsin
$945K
BTS
64
BB&T Securities
Virginia
$861K +$64.5K +1,351 +8%
Goldman Sachs
65
Goldman Sachs
New York
$823K +$136K +2,844 +20%
Citadel Advisors
66
Citadel Advisors
Florida
$817K +$810K +16,958 New
UWPG
67
Ullmann Wealth Partners Group
Florida
$790K +$55K +1,152 +8%
SCA
68
Snowden Capital Advisors
New York
$777K -$348K -7,296 -31%
TFF
69
The Family Firm
Maryland
$716K
SAM
70
Shamrock Asset Management
Texas
$571K
FTS
71
Fifth Third Securities
Ohio
$548K +$131K +2,737 +32%
SFS
72
Sowell Financial Services
Arkansas
$531K -$1.34M -28,127 -72%
FHC
73
First Heartland Consultants
Missouri
$530K +$21.8K +456 +4%
AMG
74
Asset Management Group
Connecticut
$505K
CFA
75
Carroll Financial Associates
North Carolina
$502K +$224K +4,685 +82%

IUSG Hedge Fund Activity: Q2 2017 in Review

151 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q2 2017, worth a combined $1.34B — up 77% from $760M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IUSG positions and 3 closed out — a net gain of 28 holders — while 63 added to existing stakes and 28 trimmed.

The largest buyer was UBS Group, adding an estimated $145M. The largest seller was Wells Fargo, cutting an estimated $18.2M.

  • 151 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q2 2017, up from 125 in Q1 2017.
  • Funds reported $1.34B of iShares Core S&P US Growth ETF stock for Q2 2017, up 77% quarter-over-quarter.
  • 31 funds opened new iShares Core S&P US Growth ETF positions in Q2 2017 and 3 closed out, a net change of +28 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q2 2017 was UBS Group, an estimated $145M added.
  • The largest iShares Core S&P US Growth ETF seller in Q2 2017 was Wells Fargo, an estimated $18.2M sold.

Based on aggregated 13F filings for Q2 2017.