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iShares Core S&P US Growth ETF

459 hedge funds and large institutions have $8.12B invested in iShares Core S&P US Growth ETF in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 154 increasing their positions, 140 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,850% more call options, than puts

Call options by funds: $278K | Put options by funds: $4K

168% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 19

10% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 140

10% more capital invested

Capital invested by funds: $7.41B → $8.12B (+$707M)

6% more funds holding

Funds holding: 432459 (+27)

1.51% less ownership

Funds ownership: 70.56%69.05% (-1.5%)

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

Holders
459
Holders Change
+27
Holders Change %
+6.25%
% of All Funds
7.99%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.35%
New
51
Increased
154
Reduced
140
Closed
19
Calls
$278K
Puts
$4K
Net Calls
+$274K
Net Calls Change
+$282K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
51
Goldman Sachs
New York
$11.1M +$1.86M +19,345 +21%
Truist Financial
52
Truist Financial
North Carolina
$11M +$46K +477 +0.4%
EH
53
Equitable Holdings
New York
$10.6M +$918K +9,528 +10%
JP Morgan Chase
54
JP Morgan Chase
New York
$10.6M +$1.01M +10,457 +11%
William Blair & Company
55
William Blair & Company
Illinois
$10.4M +$635K +6,590 +7%
AWM
56
AE Wealth Management
Kansas
$10.1M -$37.1M -384,852 -79%
TAIM
57
TD Ameritrade Investment Management
Nebraska
$9.78M +$291K +3,020 +3%
Stifel Financial
58
Stifel Financial
Missouri
$9.76M -$226K -2,345 -2%
ECA
59
Elevation Capital Advisory
Oregon
$9.69M +$9.25M +95,991 New
IWM
60
IHT Wealth Management
Illinois
$9.57M -$139K -1,439 -1%
PBF
61
Petix & Botte Financial
California
$9.48M +$143K +1,485 +2%
HR
62
Howe & Rusling
New York
$8.66M -$507K -5,266 -6%
OIA
63
OneDigital Investment Advisors
Kansas
$8.47M -$61.7K -640 -0.8%
US Bancorp
64
US Bancorp
Minnesota
$7.48M -$225K -2,333 -3%
BFWA
65
Benchmark Financial Wealth Advisors
Florida
$7.47M +$87.7K +910 +1%
CA
66
Cetera Advisors
Colorado
$6.92M +$626K +6,492 +10%
GLA
67
Good Life Advisors
Pennsylvania
$6.69M -$405K -4,198 -6%
RWA
68
Redhawk Wealth Advisors
Minnesota
$6.41M -$153K -1,589 -2%
MCM
69
Mitchell Capital Management
Kansas
$6.29M -$173K -1,798 -3%
CA
70
Calton & Associates
Florida
$6.01M +$116K +1,199 +2%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$5.86M -$2.48M -25,781 -31%
ECG
72
Edge Capital Group
Georgia
$5.5M
WP
73
WealthShield Partners
North Carolina
$5.42M +$120K +1,241 +2%
FAIM
74
Financial Advocates Investment Management
Washington
$5.37M +$1.21M +12,506 +29%
GRP
75
Global Retirement Partners
California
$5.24M -$219K -2,277 -4%

IUSG Hedge Fund Activity: Q2 2021 in Review

459 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q2 2021, worth a combined $8.12B — up 9.5% from $7.41B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new IUSG positions and 19 closed out — a net gain of 32 holders — while 154 added to existing stakes and 140 trimmed.

The largest buyer was Bank of America, adding an estimated $169M. The largest seller was Balentine LLC, cutting an estimated $125M.

  • 459 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q2 2021, up from 432 in Q1 2021.
  • Funds reported $8.12B of iShares Core S&P US Growth ETF stock for Q2 2021, up 9.5% quarter-over-quarter.
  • 51 funds opened new iShares Core S&P US Growth ETF positions in Q2 2021 and 19 closed out, a net change of +32 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q2 2021 was Bank of America, an estimated $169M added.
  • The largest iShares Core S&P US Growth ETF seller in Q2 2021 was Balentine LLC, an estimated $125M sold.

Based on aggregated 13F filings for Q2 2021.