We are live on ! Find out more
IUSG icon

iShares Core S&P US Growth ETF

151 hedge funds and large institutions have $1.34B invested in iShares Core S&P US Growth ETF in 2017 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 28 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

933% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 3

125% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 28

77% more capital invested

Capital invested by funds: $760M → $1.34B (+$582M)

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

21% more funds holding

Funds holding: 125151 (+26)

9.9% more ownership

Funds ownership: 45.83%55.72% (+9.9%)

Holders
151
Holders Change
+26
Holders Change %
+20.8%
% of All Funds
3.76%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
31
Increased
63
Reduced
28
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFW
126
Fusion Family Wealth
New York
$94K
MMG
127
Monetary Management Group
Missouri
$80K -$9.55K -200 -11%
VWA
128
V Wealth Advisors
Kansas
$74K +$73K +1,530 New
Creative Planning
129
Creative Planning
Kansas
$72K +$26.6K +557 +60%
BWA
130
BDO Wealth Advisors
Florida
$67K +$66.6K +1,394 New
HWP
131
Hefty Wealth Partners
Indiana
$67K +$66.6K +1,394 New
WA
132
WFG Advisors
Texas
$66K +$16.9K +354 +35%
PA
133
Parallel Advisors
California
$59K +$48 +1 +0.1%
GWM
134
Geneos Wealth Management
Colorado
$47K +$11.9K +250 +34%
BL
135
Balentine LLC
Georgia
$39K +$38.2K +800 New
SFSIG
136
San Francisco Sentry Investment Group
California
$38K +$37.2K +780 New
Manulife (Manufacturers Life Insurance)
137
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38K +$37.8K +792 New
LCM
138
Liberty Capital Management
Michigan
$35K
DADC
139
D.A. Davidson & Co
Montana
$14K +$2.58K +54 +22%
SEI Investments
140
SEI Investments
Pennsylvania
$12K +$12.3K +257 New
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$10K
SBL
142
Sargent Bickham Lagudis
Colorado
$9K +$8.55K +179 New
AIM
143
Anchor Investment Management
South Carolina
$6.27K -$3.34K -70 -35%
SIAS
144
Shine Investment Advisory Services
Colorado
$6K +$5.78K +121 New
BlackRock
145
BlackRock
New York
$4K -$382 -8 -10%
WTC
146
WhitTier Trust Company
Nevada
$4K
WEC
147
Winslow Evans & Crocker
Massachusetts
$3.86K
ADL
148
Asset Dedication LLC
California
$3K -$26.5K -556 -90%
NA
149
NewEdge Advisors
Louisiana
$2.71K +$2.67K +56 New
IWM
150
IHT Wealth Management
Illinois
$6 +$21.4K +448 +8%

IUSG Hedge Fund Activity: Q2 2017 in Review

151 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q2 2017, worth a combined $1.34B — up 77% from $760M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IUSG positions and 3 closed out — a net gain of 28 holders — while 63 added to existing stakes and 28 trimmed.

The largest buyer was UBS Group, adding an estimated $145M. The largest seller was Wells Fargo, cutting an estimated $18.2M.

  • 151 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q2 2017, up from 125 in Q1 2017.
  • Funds reported $1.34B of iShares Core S&P US Growth ETF stock for Q2 2017, up 77% quarter-over-quarter.
  • 31 funds opened new iShares Core S&P US Growth ETF positions in Q2 2017 and 3 closed out, a net change of +28 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q2 2017 was UBS Group, an estimated $145M added.
  • The largest iShares Core S&P US Growth ETF seller in Q2 2017 was Wells Fargo, an estimated $18.2M sold.

Based on aggregated 13F filings for Q2 2017.