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iShares Core S&P US Growth ETF

432 hedge funds and large institutions have $7.41B invested in iShares Core S&P US Growth ETF in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 124 increasing their positions, 158 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

2% more funds holding

Funds holding: 423432 (+9)

0.29% more ownership

Funds ownership: 70.27%70.56% (+0.29%)

0% less capital invested

Capital invested by funds: $7.42B → $7.41B (-$2.14M)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

22% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 158

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $8K

Holders
432
Holders Change
+9
Holders Change %
+2.13%
% of All Funds
7.59%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.4%
New
47
Increased
124
Reduced
158
Closed
31
Calls
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$10K
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
101
Western Wealth Management
Colorado
$2.93M -$3.96K -44 -0.1%
FHC
102
First Heartland Consultants
Missouri
$2.93M +$185K +2,057 +7%
HCM
103
Hollencrest Capital Management
California
$2.93M -$689K -7,644 -19%
NCM
104
Neumann Capital Management
California
$2.87M -$36K -400 -1%
CFGS
105
Concourse Financial Group Securities
Alabama
$2.86M +$79.1K +878 +3%
TRCT
106
Tower Research Capital (TRC)
New York
$2.81M +$2.79M +31,002 New
BWM
107
Birchcreek Wealth Management
Ohio
$2.73M +$285K +3,159 +12%
CFA
108
Carroll Financial Associates
North Carolina
$2.62M +$29.4K +326 +1%
LAS
109
Lloyd Advisory Services
Georgia
$2.58M +$2.56M +28,402 New
Natixis Advisors
110
Natixis Advisors
Massachusetts
$2.53M +$1.08M +12,009 +76%
IA
111
IndexIQ Advisors
New York
$2.52M -$625K -6,938 -20%
5L
112
55I LLC
Massachusetts
$2.43M -$73.8K -819 -3%
PD
113
Planning Directions
Pennsylvania
$2.38M -$121K -1,345 -5%
TI
114
tru Independence
Oregon
$2.35M +$2.33M +25,860 New
WAP
115
Wealthcare Advisory Partners
Pennsylvania
$2.28M -$130K -1,442 -5%
JFG
116
JMG Financial Group
Illinois
$2.27M
MFG
117
MidWestOne Financial Group
Iowa
$2.19M +$166K +1,847 +8%
FPW
118
Flagship Private Wealth
Massachusetts
$2.17M -$68.5K -760 -3%
BG
119
Benedetti & Gucer
Georgia
$2.1M +$2.09M +23,154 New
W
120
Wealthquest
Ohio
$2.09M -$136K -1,508 -6%
PCM
121
Parsons Capital Management
Rhode Island
$2.08M +$73.7K +818 +4%
TC
122
Trilogy Capital
California
$2.07M +$1.44M +15,983 +235%
HB
123
Homrich & Berg
Georgia
$2.07M +$90 +1 +0%
FCI
124
Financial Counselors Inc
Kansas
$2.06M
SPIA
125
Strategic Point Investment Advisors
Rhode Island
$2.02M -$32K -355 -2%

IUSG Hedge Fund Activity: Q1 2021 in Review

432 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q1 2021, worth a combined $7.41B — down 0.03% from $7.42B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IUSG positions and 31 closed out — a net gain of 16 holders — while 124 added to existing stakes and 158 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $28.4M. The largest seller was Bank of America, cutting an estimated $125M.

  • 432 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q1 2021, up from 423 in Q4 2020.
  • Funds reported $7.41B of iShares Core S&P US Growth ETF stock for Q1 2021, down 0.03% quarter-over-quarter.
  • 47 funds opened new iShares Core S&P US Growth ETF positions in Q1 2021 and 31 closed out, a net change of +16 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q1 2021 was Morgan Stanley, an estimated $28.4M added.
  • The largest iShares Core S&P US Growth ETF seller in Q1 2021 was Bank of America, an estimated $125M sold.

Based on aggregated 13F filings for Q1 2021.