iShares Core S&P US Growth ETF
IUSG
92 hedge funds and large institutions have $357M invested in iShares Core S&P US Growth ETF in 2016 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 32 reducing their positions, and 14 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
7% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 14
1% less funds holding
Funds holding: 93 → 92 (-1)
22% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 32
21.98% less ownership
Funds ownership: 104.24% → 82.26% (-22%)
48% less capital invested
Capital invested by funds: $687M → $357M (-$331M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FBFS
First Business Financial Services
Madison,
Wisconsin
|
+$19.7M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$5.02M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.24M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$2.63M |
| 5 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$2.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
-$171M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$68.1M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$48.8M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$11.5M |
| 5 |
Jane Street
New York
|
-$7.92M |
IUSG Hedge Fund Activity: Q1 2016 in Review
92 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q1 2016, worth a combined $357M — down 48% from $687M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of IUSG and 13 opened new positions — a net loss of 1 holder — while 32 trimmed existing stakes and 25 added.
The largest buyer was First Business Financial Services, opening a new position worth an estimated $19.7M. The largest seller was ClearBridge Investments, cutting an estimated $171M.
- 92 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q1 2016, down from 93 in Q4 2015.
- Funds reported $357M of iShares Core S&P US Growth ETF stock for Q1 2016, down 48% quarter-over-quarter.
- 13 funds opened new iShares Core S&P US Growth ETF positions in Q1 2016 and 14 closed out, a net change of -1 holder.
- The largest iShares Core S&P US Growth ETF buyer in Q1 2016 was First Business Financial Services, an estimated $19.7M added.
- The largest iShares Core S&P US Growth ETF seller in Q1 2016 was ClearBridge Investments, an estimated $171M sold.
Based on aggregated 13F filings for Q1 2016.