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iShares Core S&P US Growth ETF
IUSG

187 hedge funds and large institutions have $2.14B invested in iShares Core S&P US Growth ETF in 2017 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 79 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

525% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 8

193% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 27

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

36% more capital invested

Capital invested by funds: $1.58B → $2.14B (+$560M)

28% more funds holding

Funds holding: 146 → 187 (+41)

12.96% more ownership

Funds ownership: 59.13% → 72.09% (+13%)

Holders
187
Holders Change
+41
Holders Change %
+28.08%
% of All Funds
4.24%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
50
Increased
79
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$159M
2
AC
Alleghany Corporation
New York
+$76.8M
3
LPL Financial
LPL Financial
California
+$44.3M
4
ClearBridge Investments
ClearBridge Investments
New York
+$28.9M
5
Wells Fargo
Wells Fargo
California
+$28M

Top Sellers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
-$14.6M
2
Jane Street
Jane Street
New York
-$7.93M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.42M
4
GFPC
Global Financial Private Capital
Florida
-$3.06M
5
ICOA
Investment Centers of America
North Dakota
-$3M
Name Holding Trade Value Shares
Change 		Change in
Stake
WLIM
51
White Lighthouse Investment Management
Massachusetts
$2.31M +$2.26M +42,965 New
IWM
52
IHT Wealth Management
Illinois
$2.27M +$299K +5,689 +16%
FFG
53
Ford Financial Group
California
$2.25M +$2.13M +40,441 New
William Blair & Company
54
William Blair & Company
Illinois
$2.23M +$163K +3,092 +8%
BlackRock
55
BlackRock
New York
$2.18M +$2M +38,083 +1,552%
GP
56
Greenline Partners
New York
$2.13M +$2.08M +39,622 New
CAN
57
Cetera Advisor Networks
California
$2.08M +$316K +6,008 +18%
FAAS
58
First Allied Advisory Services
California
$2.03M +$451K +8,567 +29%
PFM
59
Parsec Financial Management
North Carolina
$2.01M +$100K +1,904 +5%
NCM
60
Neumann Capital Management
California
$1.94M – – –
SMC
61
Smith, Moore & Co
Missouri
$1.9M +$21K +400 +1%
Goldman Sachs
62
Goldman Sachs
New York
$1.86M +$11.2K +212 +0.6%
Nomura Asset Management
63
Nomura Asset Management
Japan
$1.84M -$1.26M -24,000 -41%
AFG
64
Albion Financial Group
Utah
$1.82M -$46.3K -881 -3%
GRP
65
Global Retirement Partners
California
$1.79M +$456K +8,677 +35%
FCI
66
Financial Counselors Inc
Kansas
$1.75M +$3.63K +69 +0.2%
PSUF
67
People's United Financial
Connecticut
$1.75M +$303K +5,767 +22%
LTFS
68
Ladenburg Thalmann Financial Services
Florida
$1.7M -$420K -7,994 -20%
ASN
69
Advisory Services Network
Georgia
$1.59M +$139K +2,648 +10%
SPIA
70
Strategic Point Investment Advisors
Rhode Island
$1.56M -$32.9K -625 -2%
Jane Street
71
Jane Street
New York
$1.47M -$7.93M -150,727 -85%
RP
72
Riverbridge Partners
Minnesota
$1.44M +$1.41M +26,727 New
LFAS
73
Level Four Advisory Services
Texas
$1.4M +$658K +12,513 +92%
JFG
74
JMG Financial Group
Illinois
$1.34M +$1.31M +25,000 New
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$1.28M +$130K +2,464 +12%
1 2
3
4 5

IUSG Hedge Fund Activity: Q4 2017 in Review

187 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q4 2017, worth a combined $2.14B — up 36% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IUSG positions and 8 closed out — a net gain of 42 holders — while 79 added to existing stakes and 27 trimmed.

The largest buyer was Bank of America, adding an estimated $159M. The largest seller was Private Advisor Group, cutting an estimated $14.6M.

  • 187 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q4 2017, up from 146 in Q3 2017.
  • Funds reported $2.14B of iShares Core S&P US Growth ETF stock for Q4 2017, up 36% quarter-over-quarter.
  • 50 funds opened new iShares Core S&P US Growth ETF positions in Q4 2017 and 8 closed out, a net change of +42 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q4 2017 was Bank of America, an estimated $159M added.
  • The largest iShares Core S&P US Growth ETF seller in Q4 2017 was Private Advisor Group, an estimated $14.6M sold.

Based on aggregated 13F filings for Q4 2017.