We are live on ! Find out more
IUSG icon

iShares Core S&P US Growth ETF

459 hedge funds and large institutions have $8.12B invested in iShares Core S&P US Growth ETF in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 154 increasing their positions, 140 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,850% more call options, than puts

Call options by funds: $278K | Put options by funds: $4K

168% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 19

10% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 140

10% more capital invested

Capital invested by funds: $7.41B → $8.12B (+$707M)

6% more funds holding

Funds holding: 432459 (+27)

1.51% less ownership

Funds ownership: 70.56%69.05% (-1.5%)

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

Holders
459
Holders Change
+27
Holders Change %
+6.25%
% of All Funds
7.99%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.35%
New
51
Increased
154
Reduced
140
Closed
19
Calls
$278K
Puts
$4K
Net Calls
+$274K
Net Calls Change
+$282K
Name Holding Trade Value Shares
Change
Change in
Stake
5L
101
55I LLC
Massachusetts
$2.98M +$260K +2,699 +10%
CFA
102
Carroll Financial Associates
North Carolina
$2.96M +$51K +529 +2%
WAP
103
Wealthcare Advisory Partners
Pennsylvania
$2.6M +$65.2K +677 +3%
MWA
104
Motive Wealth Advisors
Michigan
$2.58M +$2.46M +25,521 New
PD
105
Planning Directions
Pennsylvania
$2.54M -$107K -1,108 -4%
WPWM
106
Windward Private Wealth Management
Kansas
$2.53M +$390K +4,048 +19%
BG
107
Benedetti & Gucer
Georgia
$2.53M +$180K +1,865 +8%
JFG
108
JMG Financial Group
Illinois
$2.52M
FPW
109
Flagship Private Wealth
Massachusetts
$2.51M +$112K +1,162 +5%
Natixis Advisors
110
Natixis Advisors
Massachusetts
$2.47M -$321K -3,335 -12%
MFG
111
MidWestOne Financial Group
Iowa
$2.45M +$18.7K +194 +0.8%
HCM
112
Hollencrest Capital Management
California
$2.4M -$818K -8,492 -26%
KFGK
113
Keystone Financial Group (Kentucky)
Kentucky
$2.37M +$251K +2,610 +13%
W
114
Wealthquest
Ohio
$2.31M -$22.5K -233 -1%
CAL
115
Capital Analysts LLC
Pennsylvania
$2.3M +$747K +7,754 +52%
SFO
116
Stokes Family Office
Louisiana
$2.3M +$346K +3,594 +19%
HB
117
Homrich & Berg
Georgia
$2.3M +$193 +2 +0%
PCM
118
Parsons Capital Management
Rhode Island
$2.29M -$13.7K -142 -0.6%
FCI
119
Financial Counselors Inc
Kansas
$2.29M
SFA
120
Sequoia Financial Advisors
Ohio
$2.28M +$826K +8,573 +61%
IFG
121
Independent Financial Group
California
$2.22M -$16.9K -175 -0.8%
Comerica Bank
122
Comerica Bank
Texas
$2.17M +$231K +2,401 +13%
Northern Trust
123
Northern Trust
Illinois
$2.12M +$16.4K +170 +0.8%
MIAN
124
Mariner Independent Advisor Network
Kansas
$2.12M +$734K +7,621 +57%
SPC
125
Sigma Planning Corp
Michigan
$2.07M +$76.9K +798 +4%

IUSG Hedge Fund Activity: Q2 2021 in Review

459 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q2 2021, worth a combined $8.12B — up 9.5% from $7.41B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new IUSG positions and 19 closed out — a net gain of 32 holders — while 154 added to existing stakes and 140 trimmed.

The largest buyer was Bank of America, adding an estimated $169M. The largest seller was Balentine LLC, cutting an estimated $125M.

  • 459 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q2 2021, up from 432 in Q1 2021.
  • Funds reported $8.12B of iShares Core S&P US Growth ETF stock for Q2 2021, up 9.5% quarter-over-quarter.
  • 51 funds opened new iShares Core S&P US Growth ETF positions in Q2 2021 and 19 closed out, a net change of +32 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q2 2021 was Bank of America, an estimated $169M added.
  • The largest iShares Core S&P US Growth ETF seller in Q2 2021 was Balentine LLC, an estimated $125M sold.

Based on aggregated 13F filings for Q2 2021.