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iShares Core S&P US Growth ETF

257 hedge funds and large institutions have $4.06B invested in iShares Core S&P US Growth ETF in 2019 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 93 increasing their positions, 70 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 70

23% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 35

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

15% more capital invested

Capital invested by funds: $3.52B → $4.06B (+$538M)

2.96% more ownership

Funds ownership: 64.73%67.69% (+3%)

2% more funds holding

Funds holding: 251257 (+6)

Holders
257
Holders Change
+6
Holders Change %
+2.39%
% of All Funds
5.56%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.37%
New
43
Increased
93
Reduced
70
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
W
76
Wealthquest
Ohio
$2.08M -$52.5K -916 -3%
NCM
77
Neumann Capital Management
California
$1.99M +$27.5K +480 +1%
AFG
78
Albion Financial Group
Utah
$1.98M -$17.2K -299 -0.9%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$1.97M -$270K -4,714 -19%
PD
80
Planning Directions
Pennsylvania
$1.96M +$74.9K +1,305 +4%
TFS
81
Thoroughbred Financial Services
Tennessee
$1.9M +$1.81M +31,534 New
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$1.87M
FCI
83
Financial Counselors Inc
Kansas
$1.85M
PWAP
84
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.83M +$124K +2,160 +8%
CFGS
85
Concourse Financial Group Securities
Alabama
$1.78M +$161K +2,805 +10%
CCM
86
Colorado Capital Management
Colorado
$1.62M +$666K +11,610 +76%
BFC
87
Bedel Financial Consulting
Indiana
$1.57M +$205K +3,573 +16%
SPIA
88
Strategic Point Investment Advisors
Rhode Island
$1.56M -$107K -1,870 -7%
SWP
89
Stratos Wealth Partners
Ohio
$1.52M +$431K +7,513 +42%
JFG
90
JMG Financial Group
Illinois
$1.51M
CA
91
Cetera Advisors
Colorado
$1.49M -$55.6K -969 -4%
IWS
92
Insight Wealth Strategies
California
$1.48M +$503K +8,777 +56%
FNBOH
93
First National Bank of Hutchinson
Kansas
$1.43M +$1.34M +23,279 New
CGL
94
Clarius Group LLC
Washington
$1.42M
CFA
95
Carroll Financial Associates
North Carolina
$1.4M +$13.8K +240 +1%
FCA
96
FinTrust Capital Advisors
South Carolina
$1.38M -$303K -5,285 -19%
APA
97
American Portfolios Advisors
New York
$1.29M +$228K +3,973 +23%
PCM
98
Parsons Capital Management
Rhode Island
$1.28M +$64.1K +1,118 +6%
JP Morgan Chase
99
JP Morgan Chase
New York
$1.25M -$319K -5,565 -21%
HR
100
Howe & Rusling
New York
$1.22M +$41.9K +731 +4%

IUSG Hedge Fund Activity: Q1 2019 in Review

257 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q1 2019, worth a combined $4.06B — up 15% from $3.52B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new IUSG positions and 35 closed out — a net gain of 8 holders — while 93 added to existing stakes and 70 trimmed.

The largest buyer was Bank of America, adding an estimated $40.9M. The largest seller was ClearBridge Investments, cutting an estimated $87.9M.

  • 257 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q1 2019, up from 251 in Q4 2018.
  • Funds reported $4.06B of iShares Core S&P US Growth ETF stock for Q1 2019, up 15% quarter-over-quarter.
  • 43 funds opened new iShares Core S&P US Growth ETF positions in Q1 2019 and 35 closed out, a net change of +8 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q1 2019 was Bank of America, an estimated $40.9M added.
  • The largest iShares Core S&P US Growth ETF seller in Q1 2019 was ClearBridge Investments, an estimated $87.9M sold.

Based on aggregated 13F filings for Q1 2019.