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iShares Core S&P US Growth ETF

272 hedge funds and large institutions have $4.45B invested in iShares Core S&P US Growth ETF in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 108 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

61% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 67

10% more capital invested

Capital invested by funds: $4.06B → $4.45B (+$395M)

6% more funds holding

Funds holding: 257272 (+15)

0.9% less ownership

Funds ownership: 67.69%66.79% (-0.9%)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
272
Holders Change
+15
Holders Change %
+5.84%
% of All Funds
5.91%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.33%
New
37
Increased
108
Reduced
67
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
51
Portfolio Strategies
New York
$5.52M -$28.7K -467 -0.5%
HCM
52
Hollencrest Capital Management
California
$5.49M -$81.1K -1,319 -1%
FPGK
53
Financial Partners Group (Kansas)
Kansas
$5.47M -$6.68M -108,557 -55%
CCM
54
Coldstream Capital Management
Washington
$5.46M -$99K -1,609 -2%
CAN
55
Cetera Advisor Networks
California
$5.41M +$646K +10,496 +14%
PFM
56
Parsec Financial Management
North Carolina
$5.22M +$340K +5,524 +7%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$5.18M +$118K +1,911 +2%
ECG
58
Edge Capital Group
Georgia
$4.86M -$152K -2,466 -3%
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$4.51M +$272K +4,427 +7%
Natixis Advisors
60
Natixis Advisors
Massachusetts
$4.5M -$1.91M -31,102 -30%
AAS
61
Avantax Advisory Services
Texas
$4.18M +$400K +6,509 +11%
FAAS
62
First Allied Advisory Services
California
$4.11M +$416K +6,762 +12%
GSWM
63
Golden State Wealth Management
California
$3.89M +$330K +5,356 +9%
PIM
64
Parker Investment Management
California
$3.85M -$108K -1,750 -3%
WPSG
65
Wealth & Pension Services Group
Georgia
$3.48M +$541K +8,786 +19%
CA
66
Cornerstone Advisory
Maryland
$3.33M +$188K +3,048 +6%
Goldman Sachs
67
Goldman Sachs
New York
$3.27M -$24.1M -392,458 -88%
WWM
68
Western Wealth Management
Colorado
$2.98M +$208K +3,373 +8%
GLA
69
Good Life Advisors
Pennsylvania
$2.87M +$1.76M +28,676 +168%
FNBOH
70
First National Bank of Hutchinson
Kansas
$2.83M +$1.27M +20,647 +89%
KC
71
Kingfisher Capital
North Carolina
$2.76M -$14.6K -237 -0.5%
FFG
72
Ford Financial Group
California
$2.67M +$11.1K +180 +0.4%
WP
73
WealthShield Partners
North Carolina
$2.62M -$11.9K -194 -0.5%
PSUF
74
People's United Financial
Connecticut
$2.5M -$11.6K -188 -0.5%
BTS
75
BB&T Securities
Virginia
$2.39M +$127K +2,069 +6%

IUSG Hedge Fund Activity: Q2 2019 in Review

272 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q2 2019, worth a combined $4.45B — up 9.7% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IUSG positions and 17 closed out — a net gain of 20 holders — while 108 added to existing stakes and 67 trimmed.

The largest buyer was Bank of America, adding an estimated $152M. The largest seller was Goldman Sachs, cutting an estimated $24.1M.

  • 272 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q2 2019, up from 257 in Q1 2019.
  • Funds reported $4.45B of iShares Core S&P US Growth ETF stock for Q2 2019, up 9.7% quarter-over-quarter.
  • 37 funds opened new iShares Core S&P US Growth ETF positions in Q2 2019 and 17 closed out, a net change of +20 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q2 2019 was Bank of America, an estimated $152M added.
  • The largest iShares Core S&P US Growth ETF seller in Q2 2019 was Goldman Sachs, an estimated $24.1M sold.

Based on aggregated 13F filings for Q2 2019.