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iShares Core S&P US Growth ETF

257 hedge funds and large institutions have $4.06B invested in iShares Core S&P US Growth ETF in 2019 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 93 increasing their positions, 70 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 70

23% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 35

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

15% more capital invested

Capital invested by funds: $3.52B → $4.06B (+$538M)

2.96% more ownership

Funds ownership: 64.73%67.69% (+3%)

2% more funds holding

Funds holding: 251257 (+6)

Holders
257
Holders Change
+6
Holders Change %
+2.39%
% of All Funds
5.56%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.37%
New
43
Increased
93
Reduced
70
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
51
Coldstream Capital Management
Washington
$5.35M -$329K -5,732 -6%
PS
52
Portfolio Strategies
New York
$5.34M -$73.6K -1,283 -1%
BlackRock
53
BlackRock
New York
$5.17M +$968K +16,868 +25%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$4.88M +$109K +1,904 +2%
ECG
55
Edge Capital Group
Georgia
$4.82M -$120K -2,100 -3%
PFM
56
Parsec Financial Management
North Carolina
$4.69M +$694K +12,094 +18%
CAN
57
Cetera Advisor Networks
California
$4.58M +$800K +13,949 +23%
Jane Street
58
Jane Street
New York
$4.48M +$4.26M +74,232 New
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$4.07M +$1.34M +23,344 +53%
PIM
60
Parker Investment Management
California
$3.82M -$4.98M -86,744 -58%
AAS
61
Avantax Advisory Services
Texas
$3.63M +$537K +9,368 +18%
FAAS
62
First Allied Advisory Services
California
$3.54M +$663K +11,562 +25%
GSWM
63
Golden State Wealth Management
California
$3.42M +$3.26M +56,768 New
GRP
64
Global Retirement Partners
California
$3.11M -$63.1K -1,100 -2%
CA
65
Cornerstone Advisory
Maryland
$3.02M +$353K +6,158 +14%
WPSG
66
Wealth & Pension Services Group
Georgia
$2.82M +$555K +9,674 +26%
KC
67
Kingfisher Capital
North Carolina
$2.67M +$66.9K +1,167 +3%
WWM
68
Western Wealth Management
Colorado
$2.65M -$3.04K -53 -0.1%
FFG
69
Ford Financial Group
California
$2.56M -$48.2K -841 -2%
WP
70
WealthShield Partners
North Carolina
$2.53M -$41.1K -716 -2%
SPC
71
Sigma Planning Corp
Michigan
$2.44M -$29.3K -510 -1%
PSUF
72
People's United Financial
Connecticut
$2.41M +$116K +2,026 +5%
WLIM
73
White Lighthouse Investment Management
Massachusetts
$2.39M -$139K -2,418 -6%
GP
74
Greenline Partners
New York
$2.3M
BTS
75
BB&T Securities
Virginia
$2.17M -$1.69M -29,476 -45%

IUSG Hedge Fund Activity: Q1 2019 in Review

257 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q1 2019, worth a combined $4.06B — up 15% from $3.52B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new IUSG positions and 35 closed out — a net gain of 8 holders — while 93 added to existing stakes and 70 trimmed.

The largest buyer was Bank of America, adding an estimated $40.9M. The largest seller was ClearBridge Investments, cutting an estimated $87.9M.

  • 257 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q1 2019, up from 251 in Q4 2018.
  • Funds reported $4.06B of iShares Core S&P US Growth ETF stock for Q1 2019, up 15% quarter-over-quarter.
  • 43 funds opened new iShares Core S&P US Growth ETF positions in Q1 2019 and 35 closed out, a net change of +8 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q1 2019 was Bank of America, an estimated $40.9M added.
  • The largest iShares Core S&P US Growth ETF seller in Q1 2019 was ClearBridge Investments, an estimated $87.9M sold.

Based on aggregated 13F filings for Q1 2019.