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iShares Core S&P US Growth ETF

432 hedge funds and large institutions have $7.41B invested in iShares Core S&P US Growth ETF in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 124 increasing their positions, 158 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

2% more funds holding

Funds holding: 423432 (+9)

0.29% more ownership

Funds ownership: 70.27%70.56% (+0.29%)

0% less capital invested

Capital invested by funds: $7.42B → $7.41B (-$2.14M)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

22% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 158

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $8K

Holders
432
Holders Change
+9
Holders Change %
+2.13%
% of All Funds
7.59%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.4%
New
47
Increased
124
Reduced
158
Closed
31
Calls
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$10K
Name Holding Trade Value Shares
Change
Change in
Stake
ECG
76
Edge Capital Group
Georgia
$4.94M -$52.7K -585 -1%
GRP
77
Global Retirement Partners
California
$4.92M -$37.9K -420 -0.8%
WP
78
WealthShield Partners
North Carolina
$4.76M +$507K +5,628 +12%
Creative Planning
79
Creative Planning
Kansas
$4.6M +$1.53M +16,961 +50%
SFPG
80
Stonebridge Financial Planning Group
Florida
$4.57M -$61.8K -686 -1%
PFM
81
Parsec Financial Management
North Carolina
$4.52M -$537K -5,962 -11%
FTUS
82
Flow Traders U.S.
New York
$4.45M +$4.41M +48,956 New
CSWG
83
Cardinal Strategic Wealth Guidance
Kentucky
$4.39M -$4.08M -45,305 -48%
SWP
84
Stratos Wealth Partners
Ohio
$4.31M -$232K -2,577 -5%
HF
85
HRT Financial
New York
$4.04M +$4.02M +44,560 New
TFS
86
Thoroughbred Financial Services
Tennessee
$4.03M -$5.05K -56 -0.1%
FFG
87
Ford Financial Group
California
$3.99M -$412K -4,569 -9%
FAIM
88
Financial Advocates Investment Management
Washington
$3.96M +$165K +1,827 +4%
CA
89
Cornerstone Advisory
Maryland
$3.77M -$29.1K -323 -0.8%
CCM
90
Coldstream Capital Management
Washington
$3.67M -$245K -2,716 -6%
GSWM
91
Golden State Wealth Management
California
$3.47M -$59.8K -664 -2%
TF
92
TIAA FSB
Florida
$3.33M -$343K -3,801 -9%
FHA
93
Flagship Harbor Advisors
Massachusetts
$3.3M +$513K +5,688 +19%
Cetera Investment Advisers
94
Cetera Investment Advisers
Illinois
$3.29M -$207K -2,293 -6%
MP
95
McDonald Partners
Ohio
$3.27M +$23.1K +256 +0.7%
HA
96
HYA Advisors
Missouri
$3.27M +$340K +3,777 +12%
CWA
97
Canvas Wealth Advisors
Kansas
$3.21M +$3.02M +33,492 New
GP
98
Greenline Partners
New York
$3.19M
CCM
99
Colorado Capital Management
Colorado
$3.08M +$4.69K +52 +0.2%
MAG
100
MRA Advisory Group
New Jersey
$3.07M +$161K +1,782 +6%

IUSG Hedge Fund Activity: Q1 2021 in Review

432 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q1 2021, worth a combined $7.41B — down 0.03% from $7.42B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IUSG positions and 31 closed out — a net gain of 16 holders — while 124 added to existing stakes and 158 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $28.4M. The largest seller was Bank of America, cutting an estimated $125M.

  • 432 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q1 2021, up from 423 in Q4 2020.
  • Funds reported $7.41B of iShares Core S&P US Growth ETF stock for Q1 2021, down 0.03% quarter-over-quarter.
  • 47 funds opened new iShares Core S&P US Growth ETF positions in Q1 2021 and 31 closed out, a net change of +16 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q1 2021 was Morgan Stanley, an estimated $28.4M added.
  • The largest iShares Core S&P US Growth ETF seller in Q1 2021 was Bank of America, an estimated $125M sold.

Based on aggregated 13F filings for Q1 2021.