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iShares Core S&P US Growth ETF

432 hedge funds and large institutions have $7.41B invested in iShares Core S&P US Growth ETF in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 124 increasing their positions, 158 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

2% more funds holding

Funds holding: 423432 (+9)

0.29% more ownership

Funds ownership: 70.27%70.56% (+0.29%)

0% less capital invested

Capital invested by funds: $7.42B → $7.41B (-$2.14M)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

22% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 158

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $8K

Holders
432
Holders Change
+9
Holders Change %
+2.13%
% of All Funds
7.59%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.4%
New
47
Increased
124
Reduced
158
Closed
31
Calls
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$10K
Name Holding Trade Value Shares
Change
Change in
Stake
IWMWV
51
Ironwood Wealth Management (West Virginia)
West Virginia
$11.6M -$23.5K -261 -0.2%
SWM
52
Spire Wealth Management
Virginia
$11.4M +$11.6M +129,115 New
EWA
53
ERTS Wealth Advisors
Michigan
$10.9M +$1.67M +18,519 +18%
AF
54
Allworth Financial
California
$10.4M +$1.04M +11,490 +11%
Truist Financial
55
Truist Financial
North Carolina
$9.86M -$11.5M -128,049 -54%
Stifel Financial
56
Stifel Financial
Missouri
$8.99M -$3.39M -37,633 -28%
IWM
57
IHT Wealth Management
Illinois
$8.73M +$209K +2,320 +2%
William Blair & Company
58
William Blair & Company
Illinois
$8.72M +$239K +2,657 +3%
EH
59
Equitable Holdings
New York
$8.7M -$227K -2,521 -3%
JP Morgan Chase
60
JP Morgan Chase
New York
$8.54M +$2.54M +28,207 +43%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$8.5M +$6.68M +74,164 +380%
PBF
62
Petix & Botte Financial
California
$8.39M +$177K +1,964 +2%
TAIM
63
TD Ameritrade Investment Management
Nebraska
$8.32M
HR
64
Howe & Rusling
New York
$8.26M +$1.38M +15,350 +20%
Goldman Sachs
65
Goldman Sachs
New York
$8.25M -$1.66M -18,468 -17%
OIA
66
OneDigital Investment Advisors
Kansas
$7.67M -$52.4K -582 -0.7%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$7.61M -$810K -8,992 -10%
US Bancorp
68
US Bancorp
Minnesota
$6.93M -$814K -9,030 -11%
BFWA
69
Benchmark Financial Wealth Advisors
Florida
$6.64M -$190K -2,110 -3%
GLA
70
Good Life Advisors
Pennsylvania
$6.41M +$920K +10,205 +17%
RWA
71
Redhawk Wealth Advisors
Minnesota
$5.91M -$4.19M -46,468 -42%
MCM
72
Mitchell Capital Management
Kansas
$5.82M -$1.69M -18,805 -23%
CA
73
Cetera Advisors
Colorado
$5.64M +$574K +6,372 +11%
SSCA
74
South Shore Capital Advisors
Massachusetts
$5.62M +$72.3K +802 +1%
CA
75
Calton & Associates
Florida
$5.29M +$304K +3,374 +6%

IUSG Hedge Fund Activity: Q1 2021 in Review

432 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q1 2021, worth a combined $7.41B — down 0.03% from $7.42B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IUSG positions and 31 closed out — a net gain of 16 holders — while 124 added to existing stakes and 158 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $28.4M. The largest seller was Bank of America, cutting an estimated $125M.

  • 432 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q1 2021, up from 423 in Q4 2020.
  • Funds reported $7.41B of iShares Core S&P US Growth ETF stock for Q1 2021, down 0.03% quarter-over-quarter.
  • 47 funds opened new iShares Core S&P US Growth ETF positions in Q1 2021 and 31 closed out, a net change of +16 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q1 2021 was Morgan Stanley, an estimated $28.4M added.
  • The largest iShares Core S&P US Growth ETF seller in Q1 2021 was Bank of America, an estimated $125M sold.

Based on aggregated 13F filings for Q1 2021.