iShares Core S&P US Growth ETF
IUSG
365 hedge funds and large institutions have $6.51B invested in iShares Core S&P US Growth ETF in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 113 increasing their positions, 136 reducing their positions, and 33 closing their positions.
3% more capital invested
Capital invested by funds: $6.32B → $6.51B (+$195M)
0% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 33
1% less funds holding
Funds holding: 367 → 365 (-2)
1.66% less ownership
Funds ownership: 71.68% → 70.02% (-1.7%)
5% less funds holding in top 10
Funds holding in top 10: 21 → 20 (-1)
17% less repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 136
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$51.1M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$11.5M |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
+$5.75M |
| 4 |
RAM
Riggs Asset Management
Dallas,
Pennsylvania
|
+$5.61M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$4.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$378M |
| 2 |
LPL Financial
San Diego,
California
|
-$49.7M |
| 3 |
TI
tru Independence
Portland,
Oregon
|
-$33.1M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
-$28.2M |
| 5 |
Morgan Stanley
New York
|
-$25.1M |
IUSG Hedge Fund Activity: Q3 2020 in Review
365 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q3 2020, worth a combined $6.51B — up 3.1% from $6.32B a quarter earlier.
Fund positioning in IUSG was balanced in Q3 2020: 33 funds opened new positions, 33 closed out, 113 added to existing stakes and 136 trimmed.
The largest buyer was Thrivent Financial for Lutherans, adding an estimated $51.1M. The largest seller was Bank of America, cutting an estimated $378M.
- 365 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q3 2020, down from 367 in Q2 2020.
- Funds reported $6.51B of iShares Core S&P US Growth ETF stock for Q3 2020, up 3.1% quarter-over-quarter.
- 33 funds opened new iShares Core S&P US Growth ETF positions in Q3 2020 and 33 closed out, a net change of 0 holders.
- The largest iShares Core S&P US Growth ETF buyer in Q3 2020 was Thrivent Financial for Lutherans, an estimated $51.1M added.
- The largest iShares Core S&P US Growth ETF seller in Q3 2020 was Bank of America, an estimated $378M sold.
Based on aggregated 13F filings for Q3 2020.