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iShares Core S&P US Growth ETF

272 hedge funds and large institutions have $4.45B invested in iShares Core S&P US Growth ETF in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 108 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

61% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 67

10% more capital invested

Capital invested by funds: $4.06B → $4.45B (+$395M)

6% more funds holding

Funds holding: 257272 (+15)

0.9% less ownership

Funds ownership: 67.69%66.79% (-0.9%)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
272
Holders Change
+15
Holders Change %
+5.84%
% of All Funds
5.91%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.33%
New
37
Increased
108
Reduced
67
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GP
76
Greenline Partners
New York
$2.31M -$82.9K -1,347 -4%
WLIM
77
White Lighthouse Investment Management
Massachusetts
$2.28M -$194K -3,150 -8%
Jane Street
78
Jane Street
New York
$2.27M -$2.34M -38,001 -51%
JP Morgan Chase
79
JP Morgan Chase
New York
$2.23M +$920K +14,956 +72%
SWP
80
Stratos Wealth Partners
Ohio
$2.15M +$554K +9,011 +36%
W
81
Wealthquest
Ohio
$2.11M -$43.5K -707 -2%
NCM
82
Neumann Capital Management
California
$2.1M +$32K +520 +2%
PD
83
Planning Directions
Pennsylvania
$2.08M +$41.3K +672 +2%
PWAP
84
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.06M +$155K +2,520 +8%
SPC
85
Sigma Planning Corp
Michigan
$2M -$528K -8,576 -21%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$1.97M
AFG
87
Albion Financial Group
Utah
$1.96M -$89.1K -1,449 -4%
CCM
88
Colorado Capital Management
Colorado
$1.96M +$265K +4,311 +16%
CFGS
89
Concourse Financial Group Securities
Alabama
$1.93M +$75.7K +1,230 +4%
FCI
90
Financial Counselors Inc
Kansas
$1.92M
GIA
91
Gladstone Institutional Advisory
Florida
$1.88M +$1.61M +26,103 +666%
BFC
92
Bedel Financial Consulting
Indiana
$1.64M
CI
93
CX Institutional
Indiana
$1.6M +$1.57M +25,544 New
CA
94
Cetera Advisors
Colorado
$1.57M +$20.9K +339 +1%
IWS
95
Insight Wealth Strategies
California
$1.57M +$26.1K +425 +2%
JFG
96
JMG Financial Group
Illinois
$1.57M
FTS
97
Fifth Third Securities
Ohio
$1.52M +$1.49M +24,231 New
SPIA
98
Strategic Point Investment Advisors
Rhode Island
$1.51M -$107K -1,740 -7%
CGL
99
Clarius Group LLC
Washington
$1.48M
CFA
100
Carroll Financial Associates
North Carolina
$1.42M -$35.7K -580 -3%

IUSG Hedge Fund Activity: Q2 2019 in Review

272 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q2 2019, worth a combined $4.45B — up 9.7% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IUSG positions and 17 closed out — a net gain of 20 holders — while 108 added to existing stakes and 67 trimmed.

The largest buyer was Bank of America, adding an estimated $152M. The largest seller was Goldman Sachs, cutting an estimated $24.1M.

  • 272 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q2 2019, up from 257 in Q1 2019.
  • Funds reported $4.45B of iShares Core S&P US Growth ETF stock for Q2 2019, up 9.7% quarter-over-quarter.
  • 37 funds opened new iShares Core S&P US Growth ETF positions in Q2 2019 and 17 closed out, a net change of +20 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q2 2019 was Bank of America, an estimated $152M added.
  • The largest iShares Core S&P US Growth ETF seller in Q2 2019 was Goldman Sachs, an estimated $24.1M sold.

Based on aggregated 13F filings for Q2 2019.