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iShares Core S&P US Growth ETF

257 hedge funds and large institutions have $4.06B invested in iShares Core S&P US Growth ETF in 2019 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 93 increasing their positions, 70 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 70

23% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 35

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

15% more capital invested

Capital invested by funds: $3.52B → $4.06B (+$538M)

2.96% more ownership

Funds ownership: 64.73%67.69% (+3%)

2% more funds holding

Funds holding: 251257 (+6)

Holders
257
Holders Change
+6
Holders Change %
+2.39%
% of All Funds
5.56%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.37%
New
43
Increased
93
Reduced
70
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
126
Citigroup
New York
$646K -$139K -2,418 -18%
Creative Planning
127
Creative Planning
Kansas
$620K +$38.6K +673 +7%
Citadel Advisors
128
Citadel Advisors
Florida
$603K -$8.99M -156,640 -94%
BPWA
129
Beacon Pointe Wealth Advisors
California
$601K +$87.3K +1,521 +18%
Susquehanna International Group
130
Susquehanna International Group
Pennsylvania
$598K +$569K +9,915 New
ASN
131
Advisory Services Network
Georgia
$584K +$302K +5,258 +119%
UWPG
132
Ullmann Wealth Partners Group
Florida
$583K -$278K -4,843 -33%
RJT
133
Raymond James Trust
Florida
$567K -$213K -3,706 -28%
PJSIMP
134
P.J. Schmidt Investment Management (PJS)
Wisconsin
$558K -$30.3K -528 -5%
HB
135
Homrich & Berg
Georgia
$549K +$7K +122 +1%
CB
136
Commerce Bank
Missouri
$535K +$122K +2,132 +32%
AMG
137
Asset Management Group
Connecticut
$525K +$1.55K +27 +0.3%
WT
138
Whittier Trust
California
$523K
FC
139
Financial Consulate
Maryland
$523K +$117K +2,032 +31%
SHCM
140
Stokes & Hubbell Capital Management
Louisiana
$518K +$493K +8,586 New
BWA
141
Burt Wealth Advisors
Maryland
$477K
LNC
142
Lincoln National Corp
Pennsylvania
$468K +$76.4K +1,332 +21%
PA
143
PFG Advisors
Arizona
$460K -$746 -13 -0.2%
NWP
144
Northstar Wealth Partners
Connecticut
$457K +$151K +2,635 +53%
RCAG
145
Rehmann Capital Advisory Group
Michigan
$446K +$425K +7,401 New
NF
146
Nikulski Financial
Iowa
$437K -$19.5K -340 -4%
IFAM
147
Institutional & Family Asset Management
Colorado
$410K
SFS
148
Sowell Financial Services
Arkansas
$409K -$70.4K -1,228 -15%
WBC
149
West Branch Capital
Massachusetts
$406K +$975 +17 +0.3%
PPW
150
Pasadena Private Wealth
California
$385K

IUSG Hedge Fund Activity: Q1 2019 in Review

257 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q1 2019, worth a combined $4.06B — up 15% from $3.52B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new IUSG positions and 35 closed out — a net gain of 8 holders — while 93 added to existing stakes and 70 trimmed.

The largest buyer was Bank of America, adding an estimated $40.9M. The largest seller was ClearBridge Investments, cutting an estimated $87.9M.

  • 257 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q1 2019, up from 251 in Q4 2018.
  • Funds reported $4.06B of iShares Core S&P US Growth ETF stock for Q1 2019, up 15% quarter-over-quarter.
  • 43 funds opened new iShares Core S&P US Growth ETF positions in Q1 2019 and 35 closed out, a net change of +8 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q1 2019 was Bank of America, an estimated $40.9M added.
  • The largest iShares Core S&P US Growth ETF seller in Q1 2019 was ClearBridge Investments, an estimated $87.9M sold.

Based on aggregated 13F filings for Q1 2019.