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iShares Core S&P US Growth ETF

477 hedge funds and large institutions have $8.48B invested in iShares Core S&P US Growth ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 148 increasing their positions, 135 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,375% more call options, than puts

Call options by funds: $339K | Put options by funds: $4K

100% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 26

20% more funds holding in top 10

Funds holding in top 10: 2024 (+4)

4% more funds holding

Funds holding: 459477 (+18)

10% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 135

4% more capital invested

Capital invested by funds: $8.12B → $8.48B (+$357M)

0.6% more ownership

Funds ownership: 69.05%69.65% (+0.6%)

Holders
477
Holders Change
+18
Holders Change %
+3.92%
% of All Funds
8.35%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.42%
New
52
Increased
148
Reduced
135
Closed
26
Calls
$339K
Puts
$4K
Net Calls
+$335K
Net Calls Change
+$61K
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
51
ERTS Wealth Advisors
Michigan
$15.6M -$10.8K -102 -0.1%
SWM
52
Spire Wealth Management
Virginia
$15.3M +$2.12M +20,078 +15%
EH
53
Equitable Holdings
New York
$13.4M +$2.74M +25,899 +25%
KAS
54
Kestra Advisory Services
Texas
$13.4M -$4.23M -40,083 -24%
Citadel Advisors
55
Citadel Advisors
Florida
$13.1M +$11.9M +112,687 +748%
AF
56
Allworth Financial
California
$13M +$569K +5,385 +4%
WWM
57
WJ Wealth Management
Arizona
$11.5M +$11.8M +112,087 New
OIA
58
OneDigital Investment Advisors
Kansas
$11.4M +$2.94M +27,863 +33%
Stifel Financial
59
Stifel Financial
Missouri
$11.4M +$1.55M +14,700 +15%
JP Morgan Chase
60
JP Morgan Chase
New York
$11.1M +$425K +4,020 +4%
IWMWV
61
Ironwood Wealth Management (West Virginia)
West Virginia
$11.1M -$2.17M -20,564 -16%
FC
62
Financial Council
Maryland
$10.9M +$11.3M +106,545 New
WHG
63
Westwood Holdings Group
Texas
$10.8M -$2.05M -19,420 -16%
GM
64
GeoWealth Management
Illinois
$10.6M +$10.9M +103,475 New
William Blair & Company
65
William Blair & Company
Illinois
$10.4M -$156K -1,476 -1%
WAOI
66
Wealth Advisors of Iowa
Iowa
$8.69M +$8.96M +84,830 New
HR
67
Howe & Rusling
New York
$8.63M -$156K -1,478 -2%
IWM
68
IHT Wealth Management
Illinois
$8.4M -$1.34M -12,717 -13%
CA
69
Cetera Advisors
Colorado
$8.3M +$1.31M +12,432 +18%
TAIM
70
TD Ameritrade Investment Management
Nebraska
$7.74M -$16.9K -160 -0.2%
Jane Street
71
Jane Street
New York
$7.52M +$7.76M +73,426 New
US Bancorp
72
US Bancorp
Minnesota
$7.4M -$186K -1,759 -2%
BFWA
73
Benchmark Financial Wealth Advisors
Florida
$7.28M -$309K -2,924 -4%
FAIM
74
Financial Advocates Investment Management
Washington
$6.47M +$737K +6,979 +12%
RWA
75
Redhawk Wealth Advisors
Minnesota
$6.46M -$41.2K -390 -0.6%

IUSG Hedge Fund Activity: Q3 2021 in Review

477 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q3 2021, worth a combined $8.48B — up 4.4% from $8.12B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IUSG positions and 26 closed out — a net gain of 26 holders — while 148 added to existing stakes and 135 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $49.5M. The largest seller was Bank of America, cutting an estimated $28.9M.

  • 477 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q3 2021, up from 459 in Q2 2021.
  • Funds reported $8.48B of iShares Core S&P US Growth ETF stock for Q3 2021, up 4.4% quarter-over-quarter.
  • 52 funds opened new iShares Core S&P US Growth ETF positions in Q3 2021 and 26 closed out, a net change of +26 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q3 2021 was AE Wealth Management, an estimated $49.5M added.
  • The largest iShares Core S&P US Growth ETF seller in Q3 2021 was Bank of America, an estimated $28.9M sold.

Based on aggregated 13F filings for Q3 2021.