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iShares Core S&P US Growth ETF

477 hedge funds and large institutions have $8.48B invested in iShares Core S&P US Growth ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 148 increasing their positions, 135 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,375% more call options, than puts

Call options by funds: $339K | Put options by funds: $4K

100% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 26

20% more funds holding in top 10

Funds holding in top 10: 2024 (+4)

4% more funds holding

Funds holding: 459477 (+18)

10% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 135

4% more capital invested

Capital invested by funds: $8.12B → $8.48B (+$357M)

0.6% more ownership

Funds ownership: 69.05%69.65% (+0.6%)

Holders
477
Holders Change
+18
Holders Change %
+3.92%
% of All Funds
8.35%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.42%
New
52
Increased
148
Reduced
135
Closed
26
Calls
$339K
Puts
$4K
Net Calls
+$335K
Net Calls Change
+$61K
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
101
Concourse Financial Group Securities
Alabama
$3.33M +$64.8K +613 +2%
TF
102
TIAA FSB
Florida
$3.29M -$84.2K -797 -2%
NCM
103
Neumann Capital Management
California
$3.23M
BWM
104
Birchcreek Wealth Management
Ohio
$3.23M -$63.7K -603 -2%
LAS
105
Lloyd Advisory Services
Georgia
$3.22M +$3.29M +31,105 +9,812%
MAM
106
Madison Asset Management
Wisconsin
$3.2M +$3.3M +31,281 New
HCM
107
Hollencrest Capital Management
California
$3.18M +$769K +7,280 +31%
5L
108
55I LLC
Massachusetts
$3.11M +$88.2K +835 +3%
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$3.08M -$2.95M -27,913 -48%
CWA
110
Canvas Wealth Advisors
Kansas
$3.05M -$359K -3,395 -10%
CFA
111
Carroll Financial Associates
North Carolina
$3M
CAL
112
Capital Analysts LLC
Pennsylvania
$2.86M +$545K +5,158 +23%
Natixis Advisors
113
Natixis Advisors
Massachusetts
$2.86M +$360K +3,412 +14%
VA
114
Valmark Advisers
Ohio
$2.75M +$1.09M +10,331 +62%
MWA
115
Motive Wealth Advisors
Michigan
$2.75M +$140K +1,322 +5%
WAP
116
Wealthcare Advisory Partners
Pennsylvania
$2.65M +$5.7K +54 +0.2%
BG
117
Benedetti & Gucer
Georgia
$2.64M +$77.2K +731 +3%
PD
118
Planning Directions
Pennsylvania
$2.63M +$59.9K +567 +2%
SWA
119
Stratos Wealth Advisors
Ohio
$2.57M +$2.12M +20,069 +397%
F
120
F3Logic
Minnesota
$2.57M +$1.75M +16,570 +196%
JFG
121
JMG Financial Group
Illinois
$2.56M
KFGK
122
Keystone Financial Group (Kentucky)
Kentucky
$2.53M +$138K +1,309 +6%
MFG
123
MidWestOne Financial Group
Iowa
$2.52M +$26.8K +254 +1%
FPW
124
Flagship Private Wealth
Massachusetts
$2.48M +$106 +1 +0%
WPWM
125
Windward Private Wealth Management
Kansas
$2.48M -$91.9K -870 -3%

IUSG Hedge Fund Activity: Q3 2021 in Review

477 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q3 2021, worth a combined $8.48B — up 4.4% from $8.12B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IUSG positions and 26 closed out — a net gain of 26 holders — while 148 added to existing stakes and 135 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $49.5M. The largest seller was Bank of America, cutting an estimated $28.9M.

  • 477 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q3 2021, up from 459 in Q2 2021.
  • Funds reported $8.48B of iShares Core S&P US Growth ETF stock for Q3 2021, up 4.4% quarter-over-quarter.
  • 52 funds opened new iShares Core S&P US Growth ETF positions in Q3 2021 and 26 closed out, a net change of +26 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q3 2021 was AE Wealth Management, an estimated $49.5M added.
  • The largest iShares Core S&P US Growth ETF seller in Q3 2021 was Bank of America, an estimated $28.9M sold.

Based on aggregated 13F filings for Q3 2021.