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iShares Core S&P US Growth ETF
IUSG

125 hedge funds and large institutions have $760M invested in iShares Core S&P US Growth ETF in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

38% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 32

35% more capital invested

Capital invested by funds: $562M → $760M (+$198M)

7% more funds holding

Funds holding: 117 → 125 (+8)

3.3% more ownership

Funds ownership: 42.52% → 45.83% (+3.3%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
125
Holders Change
+8
Holders Change %
+6.84%
% of All Funds
3.11%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
25
Increased
44
Reduced
32
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$195M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$12.7M
3
PAG
Private Advisor Group
New Jersey
+$9.55M
4
Ameriprise
Ameriprise
Minnesota
+$8.92M
5
UBS Group
UBS Group
Switzerland
+$6.6M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$35.1M
2
ClearBridge Investments
ClearBridge Investments
New York
-$32.8M
3
Bank of America
Bank of America
North Carolina
-$17.9M
4
SPC
Sigma Planning Corp
Michigan
-$8.3M
5
RJA
Raymond James & Associates
Florida
-$5.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
NB
76
Nicolet Bankshares
Wisconsin
$338K – – –
HFA
77
High Falls Advisors
New York
$333K -$81.6K -1,804 -20%
CL
78
CIM LLC
New York
$331K -$53.2K -1,176 -14%
FC
79
Financial Consulate
Maryland
$301K +$294K +6,488 New
Citigroup
80
Citigroup
New York
$300K -$43.4K -960 -13%
RCAG
81
Rehmann Capital Advisory Group
Michigan
$298K +$91 +2 +0%
Kayne Anderson Rudnick Investment Management
82
Kayne Anderson Rudnick Investment Management
California
$291K +$815 +18 +0.3%
SB
83
Suntrust Banks
Georgia
$275K +$269K +5,936 New
LI
84
LVZ Inc
Michigan
$273K +$267K +5,890 New
Baird Financial Group
85
Baird Financial Group
Wisconsin
$268K +$18K +398 +7%
CFA
86
Carroll Financial Associates
North Carolina
$266K +$36K +795 +16%
CB
87
Commerce Bank
Missouri
$259K – – –
DJSG
88
D.J. St. Germain
Massachusetts
$250K – – –
HCIA
89
Hochman Cole Investment Advisors
Illinois
$248K – – –
VFA
90
Voya Financial Advisors
Connecticut
$247K +$242K +5,338 New
PFGIA
91
Patriot Financial Group Insurance Agency
Massachusetts
$245K +$240K +5,298 New
ACM
92
Armbruster Capital Management
New York
$241K – – –
HWA
93
Heritage Wealth Advisors
Virginia
$241K – – –
LAM
94
Lebenthal Asset Management
New York
$231K +$11.1K +245 +5%
FA
95
FDx Advisors
Illinois
$229K +$223K +4,928 New
LNC
96
Lincoln National Corp
Pennsylvania
$229K +$224K +4,943 New
CG
97
Caprock Group
Idaho
$225K -$36K -795 -14%
BAAM
98
Baker Avenue Asset Management
California
$219K +$214K +4,725 New
SI
99
Stephens Inc
Arkansas
$211K +$206K +4,560 New
AEPG
100
American Economic Planning Group
New Jersey
$210K – – –
2 3
4
5 6

IUSG Hedge Fund Activity: Q1 2017 in Review

125 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q1 2017, worth a combined $760M — up 35% from $562M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IUSG positions and 15 closed out — a net gain of 10 holders — while 44 added to existing stakes and 32 trimmed.

The largest buyer was LPL Financial, adding an estimated $195M. The largest seller was Wells Fargo, cutting an estimated $35.1M.

  • 125 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q1 2017, up from 117 in Q4 2016.
  • Funds reported $760M of iShares Core S&P US Growth ETF stock for Q1 2017, up 35% quarter-over-quarter.
  • 25 funds opened new iShares Core S&P US Growth ETF positions in Q1 2017 and 15 closed out, a net change of +10 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q1 2017 was LPL Financial, an estimated $195M added.
  • The largest iShares Core S&P US Growth ETF seller in Q1 2017 was Wells Fargo, an estimated $35.1M sold.

Based on aggregated 13F filings for Q1 2017.