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iShares Core S&P US Growth ETF

151 hedge funds and large institutions have $1.34B invested in iShares Core S&P US Growth ETF in 2017 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 28 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

933% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 3

125% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 28

77% more capital invested

Capital invested by funds: $760M → $1.34B (+$582M)

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

21% more funds holding

Funds holding: 125151 (+26)

9.9% more ownership

Funds ownership: 45.83%55.72% (+9.9%)

Holders
151
Holders Change
+26
Holders Change %
+20.8%
% of All Funds
3.76%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
31
Increased
63
Reduced
28
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SF
101
Synovus Financial
Georgia
$288K +$286K +5,985 New
PFGIA
102
Patriot Financial Group Insurance Agency
Massachusetts
$285K +$28.2K +590 +11%
LI
103
LVZ Inc
Michigan
$284K
RP
104
Riverbridge Partners
Minnesota
$273K +$270K +5,657 New
DJSG
105
D.J. St. Germain
Massachusetts
$260K
HCIA
106
Hochman Cole Investment Advisors
Illinois
$258K
LNC
107
Lincoln National Corp
Pennsylvania
$257K +$18.6K +390 +8%
ACM
108
Armbruster Capital Management
New York
$251K
HWA
109
Heritage Wealth Advisors
Virginia
$251K
BAAM
110
Baker Avenue Asset Management
California
$250K +$22K +460 +10%
CB
111
Commerce Bank
Missouri
$248K -$21.5K -450 -8%
GLA
112
Good Life Advisors
Pennsylvania
$240K +$237K +4,964 New
AEPG
113
American Economic Planning Group
New Jersey
$238K
SI
114
Stephens Inc
Arkansas
$220K
CPIG
115
Chicago Partners Investment Group
Illinois
$219K +$229K +4,800 New
SCM
116
SOL Capital Management
Maryland
$217K
M&T Bank
117
M&T Bank
New York
$216K +$214K +4,484 New
LIM
118
Leavell Investment Management
Alabama
$208K +$206K +4,312 New
JP Morgan Chase
119
JP Morgan Chase
New York
$203K +$23.9K +500 +13%
SPIA
120
Steward Partners Investment Advisory
New York
$191K
PCP
121
Proficio Capital Partners
Massachusetts
$187K
ClearBridge Investments
122
ClearBridge Investments
New York
$185K +$183K +3,840 New
CAL
123
Capital Analysts LLC
Pennsylvania
$183K
PG
124
Patten Group
Tennessee
$169K
BBHC
125
Brown Brothers Harriman & Co
New York
$164K

IUSG Hedge Fund Activity: Q2 2017 in Review

151 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q2 2017, worth a combined $1.34B — up 77% from $760M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IUSG positions and 3 closed out — a net gain of 28 holders — while 63 added to existing stakes and 28 trimmed.

The largest buyer was UBS Group, adding an estimated $145M. The largest seller was Wells Fargo, cutting an estimated $18.2M.

  • 151 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q2 2017, up from 125 in Q1 2017.
  • Funds reported $1.34B of iShares Core S&P US Growth ETF stock for Q2 2017, up 77% quarter-over-quarter.
  • 31 funds opened new iShares Core S&P US Growth ETF positions in Q2 2017 and 3 closed out, a net change of +28 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q2 2017 was UBS Group, an estimated $145M added.
  • The largest iShares Core S&P US Growth ETF seller in Q2 2017 was Wells Fargo, an estimated $18.2M sold.

Based on aggregated 13F filings for Q2 2017.