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iShares Core S&P US Growth ETF

187 hedge funds and large institutions have $2.14B invested in iShares Core S&P US Growth ETF in 2017 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 79 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

525% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 8

193% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 27

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

36% more capital invested

Capital invested by funds: $1.58B → $2.14B (+$560M)

28% more funds holding

Funds holding: 146187 (+41)

12.96% more ownership

Funds ownership: 59.13%72.09% (+13%)

Holders
187
Holders Change
+41
Holders Change %
+28.08%
% of All Funds
4.24%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
50
Increased
79
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
Cetera Advisors
Colorado
$1.28M +$1.95K +37 +0.2%
LNC
77
Lincoln National Corp
Pennsylvania
$1.26M +$600K +11,410 +94%
TRCT
78
Tower Research Capital (TRC)
New York
$1.26M +$1.23M +23,478 New
SFS
79
Sowell Financial Services
Arkansas
$1.24M +$47.5K +904 +4%
TIM
80
Total Investment Management
Arizona
$1.2M +$84.8K +1,613 +8%
BTS
81
BB&T Securities
Virginia
$1.14M +$125K +2,369 +13%
TA
82
Townsend & Associates
Colorado
$1.12M +$1.09M +20,798 New
ORI
83
Oak Ridge Investments
Illinois
$1.12M +$1.09M +20,765 New
CCA
84
Clearwater Capital Advisors
Illinois
$1.11M +$1.09M +20,716 New
LPT
85
Legacy Private Trust
Wisconsin
$1.05M
SB
86
Suntrust Banks
Georgia
$970K +$271K +5,146 +40%
UWPG
87
Ullmann Wealth Partners Group
Florida
$881K -$329K -6,260 -28%
PWAP
88
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$868K +$309K +5,880 +57%
WI
89
WrapManager Inc
California
$847K +$828K +15,751 New
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$817K +$349K +6,626 +77%
W
91
WealthShield
North Carolina
$796K +$772K +14,680 New
WP
92
WealthShield Partners
North Carolina
$796K +$772K +14,680 New
TFF
93
The Family Firm
Maryland
$784K +$1.16K +22 +0.2%
FHC
94
First Heartland Consultants
Missouri
$759K +$93.9K +1,786 +14%
WAP
95
Wealthcare Advisory Partners
Pennsylvania
$755K +$66.4K +1,262 +10%
SCA
96
Snowden Capital Advisors
New York
$753K
FTS
97
Fifth Third Securities
Ohio
$725K -$10.9K -207 -2%
Baird Financial Group
98
Baird Financial Group
Wisconsin
$714K +$296K +5,632 +74%
PCM
99
Parsons Capital Management
Rhode Island
$641K +$152K +2,892 +32%
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$640K -$3.42M -64,962 -85%

IUSG Hedge Fund Activity: Q4 2017 in Review

187 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q4 2017, worth a combined $2.14B — up 36% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IUSG positions and 8 closed out — a net gain of 42 holders — while 79 added to existing stakes and 27 trimmed.

The largest buyer was Bank of America, adding an estimated $159M. The largest seller was Private Advisor Group, cutting an estimated $14.6M.

  • 187 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q4 2017, up from 146 in Q3 2017.
  • Funds reported $2.14B of iShares Core S&P US Growth ETF stock for Q4 2017, up 36% quarter-over-quarter.
  • 50 funds opened new iShares Core S&P US Growth ETF positions in Q4 2017 and 8 closed out, a net change of +42 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q4 2017 was Bank of America, an estimated $159M added.
  • The largest iShares Core S&P US Growth ETF seller in Q4 2017 was Private Advisor Group, an estimated $14.6M sold.

Based on aggregated 13F filings for Q4 2017.