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iShares Core S&P US Growth ETF

257 hedge funds and large institutions have $4.06B invested in iShares Core S&P US Growth ETF in 2019 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 93 increasing their positions, 70 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 70

23% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 35

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

15% more capital invested

Capital invested by funds: $3.52B → $4.06B (+$538M)

2.96% more ownership

Funds ownership: 64.73%67.69% (+3%)

2% more funds holding

Funds holding: 251257 (+6)

Holders
257
Holders Change
+6
Holders Change %
+2.39%
% of All Funds
5.56%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.37%
New
43
Increased
93
Reduced
70
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
101
Clearwater Capital Advisors
Illinois
$1.2M -$161K -2,813 -12%
LPT
102
Legacy Private Trust
Wisconsin
$1.18M
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
$1.16M
FHC
104
First Heartland Consultants
Missouri
$1.11M +$19.7K +343 +2%
SB
105
Suntrust Banks
Georgia
$1.08M +$508K +8,859 +97%
JIP
106
Jaffetilchin Investment Partners
Florida
$1.06M +$1.01M +17,563 New
SWM
107
Sequoia Wealth Management
Illinois
$1.05M +$357K +6,228 +56%
Northern Trust
108
Northern Trust
Illinois
$1.03M -$23.9K -417 -2%
GLA
109
Good Life Advisors
Pennsylvania
$1.03M +$978K +17,050 New
TRCT
110
Tower Research Capital (TRC)
New York
$1.01M +$966K +16,832 New
LFA
111
Legacy Financial Advisors
Kentucky
$949K
FAIM
112
Financial Advocates Investment Management
Washington
$914K +$124K +2,161 +17%
BCA
113
Berman Capital Advisors
Georgia
$891K +$1.03K +18 +0.1%
WAP
114
Wealthcare Advisory Partners
Pennsylvania
$884K -$28.1K -489 -3%
TFF
115
The Family Firm
Maryland
$861K +$574 +10 +0.1%
BRWA
116
B. Riley Wealth Advisors
Florida
$859K +$88.2K +1,538 +12%
SCA
117
Snowden Capital Advisors
New York
$834K -$10.2K -178 -1%
WSCM
118
Wellington Shields Capital Management
New York
$802K +$763K +13,300 New
GWA
119
Guidant Wealth Advisors
Illinois
$797K
ORI
120
Oak Ridge Investments
Illinois
$783K -$4.19M -73,028 -85%
BJL
121
Brighton Jones LLC
Washington
$761K +$1.66K +29 +0.2%
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$692K -$591K -10,300 -47%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$673K -$297K -5,170 -32%
CL
124
CIM LLC
New York
$661K +$5.79K +101 +0.9%
BAAM
125
Baker Avenue Asset Management
California
$659K +$57 +1 +0%

IUSG Hedge Fund Activity: Q1 2019 in Review

257 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q1 2019, worth a combined $4.06B — up 15% from $3.52B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new IUSG positions and 35 closed out — a net gain of 8 holders — while 93 added to existing stakes and 70 trimmed.

The largest buyer was Bank of America, adding an estimated $40.9M. The largest seller was ClearBridge Investments, cutting an estimated $87.9M.

  • 257 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q1 2019, up from 251 in Q4 2018.
  • Funds reported $4.06B of iShares Core S&P US Growth ETF stock for Q1 2019, up 15% quarter-over-quarter.
  • 43 funds opened new iShares Core S&P US Growth ETF positions in Q1 2019 and 35 closed out, a net change of +8 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q1 2019 was Bank of America, an estimated $40.9M added.
  • The largest iShares Core S&P US Growth ETF seller in Q1 2019 was ClearBridge Investments, an estimated $87.9M sold.

Based on aggregated 13F filings for Q1 2019.