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iShares Core S&P US Growth ETF

477 hedge funds and large institutions have $8.48B invested in iShares Core S&P US Growth ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 148 increasing their positions, 135 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,375% more call options, than puts

Call options by funds: $339K | Put options by funds: $4K

100% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 26

20% more funds holding in top 10

Funds holding in top 10: 2024 (+4)

4% more funds holding

Funds holding: 459477 (+18)

10% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 135

4% more capital invested

Capital invested by funds: $8.12B → $8.48B (+$357M)

0.6% more ownership

Funds ownership: 69.05%69.65% (+0.6%)

Holders
477
Holders Change
+18
Holders Change %
+3.92%
% of All Funds
8.35%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.42%
New
52
Increased
148
Reduced
135
Closed
26
Calls
$339K
Puts
$4K
Net Calls
+$335K
Net Calls Change
+$61K
Name Holding Trade Value Shares
Change
Change in
Stake
GLA
76
Good Life Advisors
Pennsylvania
$6.42M -$378K -3,577 -5%
MCM
77
Mitchell Capital Management
Kansas
$6.33M -$56.2K -532 -0.9%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$5.57M +$2.28M +21,564 +66%
SFPG
79
Stonebridge Financial Planning Group
Florida
$5.49M -$19.9K -188 -0.4%
ECG
80
Edge Capital Group
Georgia
$5.46M -$121K -1,145 -2%
SWP
81
Stratos Wealth Partners
Ohio
$5.2M +$91.7K +868 +2%
GRP
82
Global Retirement Partners
California
$5.17M -$149K -1,413 -3%
PFM
83
Parsec Financial Management
North Carolina
$5.06M -$278K -2,632 -6%
TFS
84
Thoroughbred Financial Services
Tennessee
$5.02M +$339K +3,213 +7%
CSWG
85
Cardinal Strategic Wealth Guidance
Kentucky
$4.95M +$75.7K +717 +2%
FFG
86
Ford Financial Group
California
$4.7M -$49.5K -469 -1%
CA
87
Cornerstone Advisory
Maryland
$4.45M +$214K +2,030 +5%
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$4.27M +$709K +6,716 +19%
FHA
89
Flagship Harbor Advisors
Massachusetts
$4.06M
TRCT
90
Tower Research Capital (TRC)
New York
$3.95M +$4.05M +38,386 +25,936%
CCM
91
Coldstream Capital Management
Washington
$3.9M +$1.02M +9,660 +25%
Creative Planning
92
Creative Planning
Kansas
$3.83M +$263K +2,486 +7%
GSWM
93
Golden State Wealth Management
California
$3.8M -$67.6K -640 -2%
HA
94
HYA Advisors
Missouri
$3.78M -$68.7K -650 -2%
MP
95
McDonald Partners
Ohio
$3.69M
FHC
96
First Heartland Consultants
Missouri
$3.63M +$142K +1,342 +4%
Cetera Investment Advisers
97
Cetera Investment Advisers
Illinois
$3.63M -$278K -2,635 -7%
CCM
98
Colorado Capital Management
Colorado
$3.55M -$55.9K -529 -2%
CA
99
Calton & Associates
Florida
$3.42M -$2.76M -26,124 -44%
WP
100
WealthShield Partners
North Carolina
$3.34M -$2.23M -21,130 -39%

IUSG Hedge Fund Activity: Q3 2021 in Review

477 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q3 2021, worth a combined $8.48B — up 4.4% from $8.12B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IUSG positions and 26 closed out — a net gain of 26 holders — while 148 added to existing stakes and 135 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $49.5M. The largest seller was Bank of America, cutting an estimated $28.9M.

  • 477 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q3 2021, up from 459 in Q2 2021.
  • Funds reported $8.48B of iShares Core S&P US Growth ETF stock for Q3 2021, up 4.4% quarter-over-quarter.
  • 52 funds opened new iShares Core S&P US Growth ETF positions in Q3 2021 and 26 closed out, a net change of +26 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q3 2021 was AE Wealth Management, an estimated $49.5M added.
  • The largest iShares Core S&P US Growth ETF seller in Q3 2021 was Bank of America, an estimated $28.9M sold.

Based on aggregated 13F filings for Q3 2021.