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iShares Core S&P US Growth ETF
IUSG

187 hedge funds and large institutions have $2.14B invested in iShares Core S&P US Growth ETF in 2017 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 79 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

525% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 8

193% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 27

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

36% more capital invested

Capital invested by funds: $1.58B → $2.14B (+$560M)

28% more funds holding

Funds holding: 146 → 187 (+41)

12.96% more ownership

Funds ownership: 59.13% → 72.09% (+13%)

Holders
187
Holders Change
+41
Holders Change %
+28.08%
% of All Funds
4.24%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
50
Increased
79
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$159M
2
AC
Alleghany Corporation
New York
+$76.8M
3
LPL Financial
LPL Financial
California
+$44.3M
4
ClearBridge Investments
ClearBridge Investments
New York
+$28.9M
5
Wells Fargo
Wells Fargo
California
+$28M

Top Sellers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
-$14.6M
2
Jane Street
Jane Street
New York
-$7.93M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.42M
4
GFPC
Global Financial Private Capital
Florida
-$3.06M
5
ICOA
Investment Centers of America
North Dakota
-$3M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
101
Financial Advocates Investment Management
Washington
$624K +$610K +11,596 New
CFA
102
Carroll Financial Associates
North Carolina
$612K +$51K +970 +9%
FNT
103
First National Trust
Pennsylvania
$571K +$559K +10,627 New
BRWA
104
B. Riley Wealth Advisors
Florida
$561K +$84.2K +1,601 +18%
AMG
105
Asset Management Group
Connecticut
$548K +$3.68K +70 +0.7%
OPWM
106
Oak Point Wealth Management
Michigan
$474K +$458K +8,703 New
M&T Bank
107
M&T Bank
New York
$471K +$461K +8,769 New
WT
108
Whittier Trust
California
$466K – – –
CL
109
CIM LLC
New York
$463K +$4.89K +93 +1%
PJSIMP
110
P.J. Schmidt Investment Management (PJS)
Wisconsin
$458K +$38.3K +729 +9%
SAM
111
Shamrock Asset Management
Texas
$445K -$188K -3,571 -30%
FC
112
Financial Consulate
Maryland
$438K +$316 +6 +0.1%
SWP
113
Stratos Wealth Partners
Ohio
$427K +$53.8K +1,023 +15%
BWA
114
Burt Wealth Advisors
Maryland
$425K – – –
CCM
115
Colorado Capital Management
Colorado
$413K +$404K +7,686 New
Citigroup
116
Citigroup
New York
$394K +$5.42K +103 +1%
HFA
117
High Falls Advisors
New York
$386K – – –
GLA
118
Good Life Advisors
Pennsylvania
$379K +$85.7K +1,630 +31%
PFGIA
119
Patriot Financial Group Insurance Agency
Massachusetts
$366K +$13K +247 +4%
VFA
120
Voya Financial Advisors
Connecticut
$358K -$52K -989 -13%
RCAG
121
Rehmann Capital Advisory Group
Michigan
$349K +$158 +3 +0%
BAAM
122
Baker Avenue Asset Management
California
$345K +$57.9K +1,100 +21%
Koshinski Asset Management
123
Koshinski Asset Management
Illinois
$332K -$1.26K -24 -0.4%
PA
124
PFG Advisors
Arizona
$319K +$312K +5,925 New
FA
125
FDx Advisors
Illinois
$310K -$60.5K -1,150 -17%
3 4
5
6 7

IUSG Hedge Fund Activity: Q4 2017 in Review

187 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q4 2017, worth a combined $2.14B — up 36% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IUSG positions and 8 closed out — a net gain of 42 holders — while 79 added to existing stakes and 27 trimmed.

The largest buyer was Bank of America, adding an estimated $159M. The largest seller was Private Advisor Group, cutting an estimated $14.6M.

  • 187 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q4 2017, up from 146 in Q3 2017.
  • Funds reported $2.14B of iShares Core S&P US Growth ETF stock for Q4 2017, up 36% quarter-over-quarter.
  • 50 funds opened new iShares Core S&P US Growth ETF positions in Q4 2017 and 8 closed out, a net change of +42 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q4 2017 was Bank of America, an estimated $159M added.
  • The largest iShares Core S&P US Growth ETF seller in Q4 2017 was Private Advisor Group, an estimated $14.6M sold.

Based on aggregated 13F filings for Q4 2017.