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iShares Core S&P US Growth ETF

367 hedge funds and large institutions have $6.32B invested in iShares Core S&P US Growth ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 122 increasing their positions, 133 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 30

26% more capital invested

Capital invested by funds: $5B → $6.32B (+$1.32B)

4% more funds holding

Funds holding: 353367 (+14)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

8% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 133

1.02% less ownership

Funds ownership: 72.7%71.68% (-1%)

Holders
367
Holders Change
+14
Holders Change %
+3.97%
% of All Funds
7.53%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
47
Increased
122
Reduced
133
Closed
30
Calls
$11K
Puts
Net Calls
+$11K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
WLIM
101
White Lighthouse Investment Management
Massachusetts
$2.19M -$26.6K -400 -1%
PD
102
Planning Directions
Pennsylvania
$2.17M +$2.01M +30,187 New
HA
103
HYA Advisors
Missouri
$2.15M +$151K +2,272 +8%
5L
104
55I LLC
Massachusetts
$2.1M +$51.8K +780 +3%
W
105
Wealthquest
Ohio
$2.09M +$1.93M +29,048 New
HR
106
Howe & Rusling
New York
$2.06M +$729K +10,975 +62%
AFG
107
Albion Financial Group
Utah
$2.05M -$52.4K -789 -3%
TCBWMS
108
Texas Capital Bank Wealth Management Services
Texas
$2M -$89.3K -1,344 -5%
FCI
109
Financial Counselors Inc
Kansas
$2M -$26.6K -400 -1%
GBBWRPM
110
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.99M +$231K +3,480 +14%
Citadel Advisors
111
Citadel Advisors
Florida
$1.98M +$1.83M +27,559 New
CFA
112
Carroll Financial Associates
North Carolina
$1.97M +$42.4K +638 +2%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$1.97M
CA
114
Calton & Associates
Florida
$1.87M +$248K +3,731 +17%
FHC
115
First Heartland Consultants
Missouri
$1.81M +$122K +1,839 +8%
JFG
116
JMG Financial Group
Illinois
$1.8M
WAP
117
Wealthcare Advisory Partners
Pennsylvania
$1.73M +$623K +9,369 +64%
SPIA
118
Strategic Point Investment Advisors
Rhode Island
$1.69M +$16.3K +245 +1%
IFG
119
Independent Financial Group
California
$1.67M -$65.8K -990 -4%
PCM
120
Parsons Capital Management
Rhode Island
$1.65M -$15.3K -231 -1%
Creative Planning
121
Creative Planning
Kansas
$1.64M +$669K +10,066 +79%
ACA
122
Ackerman Capital Advisors
Texas
$1.62M +$288K +4,337 +24%
NA
123
NewEdge Advisors
Louisiana
$1.57M -$265K -3,992 -15%
APA
124
American Portfolios Advisors
New York
$1.55M +$228K +3,433 +19%
HB
125
Homrich & Berg
Georgia
$1.54M -$39.7K -598 -3%

IUSG Hedge Fund Activity: Q2 2020 in Review

367 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q2 2020, worth a combined $6.32B — up 26% from $5B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IUSG positions and 30 closed out — a net gain of 17 holders — while 122 added to existing stakes and 133 trimmed.

The largest buyer was Bank of America, adding an estimated $153M. The largest seller was UBS Group, cutting an estimated $60M.

  • 367 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q2 2020, up from 353 in Q1 2020.
  • Funds reported $6.32B of iShares Core S&P US Growth ETF stock for Q2 2020, up 26% quarter-over-quarter.
  • 47 funds opened new iShares Core S&P US Growth ETF positions in Q2 2020 and 30 closed out, a net change of +17 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q2 2020 was Bank of America, an estimated $153M added.
  • The largest iShares Core S&P US Growth ETF seller in Q2 2020 was UBS Group, an estimated $60M sold.

Based on aggregated 13F filings for Q2 2020.