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iShares Core S&P US Growth ETF

187 hedge funds and large institutions have $2.14B invested in iShares Core S&P US Growth ETF in 2017 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 79 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

525% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 8

193% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 27

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

36% more capital invested

Capital invested by funds: $1.58B → $2.14B (+$560M)

28% more funds holding

Funds holding: 146187 (+41)

12.96% more ownership

Funds ownership: 59.13%72.09% (+13%)

Holders
187
Holders Change
+41
Holders Change %
+28.08%
% of All Funds
4.24%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
50
Increased
79
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
126
Berman Capital Advisors
Georgia
$296K +$290K +5,505 New
CB
127
Commerce Bank
Missouri
$292K +$14.7K +280 +5%
NF
128
Nikulski Financial
Iowa
$291K +$284K +5,407 New
DJSG
129
D.J. St. Germain
Massachusetts
$290K
BFC
130
Bedel Financial Consulting
Indiana
$285K +$279K +5,300 New
Cerity Partners
131
Cerity Partners
New York
$281K +$275K +5,234 New
ACM
132
Armbruster Capital Management
New York
$280K
HWA
133
Heritage Wealth Advisors
Virginia
$280K
STA
134
Summit Trail Advisors
New York
$278K +$272K +5,166 New
CT
135
CPF Texas
Texas
$274K +$264K +5,012 New
SWM
136
Sequoia Wealth Management
Illinois
$270K +$254K +4,821 New
AEPG
137
American Economic Planning Group
New Jersey
$258K
LFA
138
Legacy Financial Advisors
Kentucky
$255K +$250K +4,756 New
HCIA
139
Hochman Cole Investment Advisors
Illinois
$248K -$39.1K -743 -14%
SCM
140
SOL Capital Management
Maryland
$242K
MFG
141
Merit Financial Group
Georgia
$242K +$103K +1,949 New
NB
142
Nicolet Bankshares
Wisconsin
$240K -$149K -2,832 -39%
LIM
143
Leavell Investment Management
Alabama
$232K
JP Morgan Chase
144
JP Morgan Chase
New York
$226K
PAMG
145
Patton Albertson Miller Group
Tennessee
$225K -$149K -2,833 -40%
SPIA
146
Steward Partners Investment Advisory
New York
$213K +$53 +1 +0%
KA
147
Kovack Advisors
Florida
$211K +$206K +3,924 New
CAL
148
Capital Analysts LLC
Pennsylvania
$204K
PCP
149
Proficio Capital Partners
Massachusetts
$203K
SWM
150
SeaCrest Wealth Management
New York
$195K +$190K +3,618 New

IUSG Hedge Fund Activity: Q4 2017 in Review

187 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q4 2017, worth a combined $2.14B — up 36% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IUSG positions and 8 closed out — a net gain of 42 holders — while 79 added to existing stakes and 27 trimmed.

The largest buyer was Bank of America, adding an estimated $159M. The largest seller was Private Advisor Group, cutting an estimated $14.6M.

  • 187 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q4 2017, up from 146 in Q3 2017.
  • Funds reported $2.14B of iShares Core S&P US Growth ETF stock for Q4 2017, up 36% quarter-over-quarter.
  • 50 funds opened new iShares Core S&P US Growth ETF positions in Q4 2017 and 8 closed out, a net change of +42 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q4 2017 was Bank of America, an estimated $159M added.
  • The largest iShares Core S&P US Growth ETF seller in Q4 2017 was Private Advisor Group, an estimated $14.6M sold.

Based on aggregated 13F filings for Q4 2017.