We are live on ! Find out more
IUSG icon

iShares Core S&P US Growth ETF

151 hedge funds and large institutions have $1.34B invested in iShares Core S&P US Growth ETF in 2017 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 28 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

933% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 3

125% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 28

77% more capital invested

Capital invested by funds: $760M → $1.34B (+$582M)

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

21% more funds holding

Funds holding: 125151 (+26)

9.9% more ownership

Funds ownership: 45.83%55.72% (+9.9%)

Holders
151
Holders Change
+26
Holders Change %
+20.8%
% of All Funds
3.76%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
31
Increased
63
Reduced
28
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SB
76
Suntrust Banks
Georgia
$497K +$209K +4,374 +74%
LFAS
77
Level Four Advisory Services
Texas
$464K
RBC
78
Roble Belko & Company
Pennsylvania
$432K -$5.2K -109 -1%
PAMG
79
Patton Albertson Miller Group
Tennessee
$425K -$923K -19,341 -69%
WT
80
Whittier Trust
California
$418K -$191K -4,000 -32%
CL
81
CIM LLC
New York
$412K +$66.8K +1,399 +20%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$403K +$11.9K +249 +3%
Truist Financial
83
Truist Financial
North Carolina
$385K -$90K -1,885 -19%
BWA
84
Burt Wealth Advisors
Maryland
$381K
PJSIMP
85
P.J. Schmidt Investment Management (PJS)
Wisconsin
$375K
BAM
86
Berkshire Asset Management
Pennsylvania
$374K +$368K +7,716 New
ORI
87
Oak Ridge Investments
Illinois
$369K -$88.9K -1,863 -20%
Citigroup
88
Citigroup
New York
$360K +$48K +1,006 +16%
WA
89
WBH Advisory
Maryland
$354K +$1.19K +25 +0.3%
FC
90
Financial Consulate
Maryland
$353K +$40K +838 +13%
NB
91
Nicolet Bankshares
Wisconsin
$352K
HFA
92
High Falls Advisors
New York
$346K
VFA
93
Voya Financial Advisors
Connecticut
$322K +$64.5K +1,351 +25%
Baird Financial Group
94
Baird Financial Group
Wisconsin
$311K +$32.1K +672 +12%
RCAG
95
Rehmann Capital Advisory Group
Michigan
$310K +$143 +3 +0%
PWAP
96
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$310K +$307K +6,426 New
FA
97
FDx Advisors
Illinois
$303K +$64.5K +1,351 +27%
PCM
98
Parsons Capital Management
Rhode Island
$300K +$297K +6,217 New
Kayne Anderson Rudnick Investment Management
99
Kayne Anderson Rudnick Investment Management
California
$299K -$3.2K -67 -1%
Koshinski Asset Management
100
Koshinski Asset Management
Illinois
$299K +$296K +6,206 New

IUSG Hedge Fund Activity: Q2 2017 in Review

151 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q2 2017, worth a combined $1.34B — up 77% from $760M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IUSG positions and 3 closed out — a net gain of 28 holders — while 63 added to existing stakes and 28 trimmed.

The largest buyer was UBS Group, adding an estimated $145M. The largest seller was Wells Fargo, cutting an estimated $18.2M.

  • 151 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q2 2017, up from 125 in Q1 2017.
  • Funds reported $1.34B of iShares Core S&P US Growth ETF stock for Q2 2017, up 77% quarter-over-quarter.
  • 31 funds opened new iShares Core S&P US Growth ETF positions in Q2 2017 and 3 closed out, a net change of +28 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q2 2017 was UBS Group, an estimated $145M added.
  • The largest iShares Core S&P US Growth ETF seller in Q2 2017 was Wells Fargo, an estimated $18.2M sold.

Based on aggregated 13F filings for Q2 2017.