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iShares Core S&P US Growth ETF

272 hedge funds and large institutions have $4.45B invested in iShares Core S&P US Growth ETF in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 108 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

61% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 67

10% more capital invested

Capital invested by funds: $4.06B → $4.45B (+$395M)

6% more funds holding

Funds holding: 257272 (+15)

0.9% less ownership

Funds ownership: 67.69%66.79% (-0.9%)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
272
Holders Change
+15
Holders Change %
+5.84%
% of All Funds
5.91%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.33%
New
37
Increased
108
Reduced
67
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$675K +$30.1K +490 +5%
ASN
127
Advisory Services Network
Georgia
$669K +$61.1K +993 +10%
BAAM
128
Baker Avenue Asset Management
California
$664K -$20.2K -329 -3%
SWM
129
Sequoia Wealth Management
Illinois
$647K -$446K -7,250 -42%
DADC
130
D.A. Davidson & Co
Montana
$632K +$620K +10,085 New
BPWA
131
Beacon Pointe Wealth Advisors
California
$627K +$1.85K +30 +0.3%
UWPG
132
Ullmann Wealth Partners Group
Florida
$605K +$123 +2 +0%
RJT
133
Raymond James Trust
Florida
$589K
Renaissance Technologies
134
Renaissance Technologies
New York
$577K +$566K +9,200 New
CB
135
Commerce Bank
Missouri
$573K +$16.3K +265 +3%
FC
136
Financial Consulate
Maryland
$567K +$23.4K +380 +4%
PJSIMP
137
P.J. Schmidt Investment Management (PJS)
Wisconsin
$554K -$25.6K -416 -4%
AMG
138
Asset Management Group
Connecticut
$548K +$2.15K +35 +0.4%
LNC
139
Lincoln National Corp
Pennsylvania
$546K +$59.1K +960 +12%
WT
140
Whittier Trust
California
$543K
BWA
141
Burt Wealth Advisors
Maryland
$496K
NWP
142
Northstar Wealth Partners
Connecticut
$479K +$3.69K +60 +0.8%
PA
143
PFG Advisors
Arizona
$465K -$9.6K -156 -2%
RCAG
144
Rehmann Capital Advisory Group
Michigan
$464K +$123 +2 +0%
NF
145
Nikulski Financial
Iowa
$432K -$29.2K -475 -7%
WBC
146
West Branch Capital
Massachusetts
$423K +$1.35K +22 +0.3%
Mariner
147
Mariner
Kansas
$415K +$407K +6,620 New
IFAM
148
Institutional & Family Asset Management
Colorado
$401K -$25K -406 -6%
HFA
149
High Falls Advisors
New York
$390K
WS
150
Wedbush Securities
California
$389K +$55.1K +895 +17%

IUSG Hedge Fund Activity: Q2 2019 in Review

272 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q2 2019, worth a combined $4.45B — up 9.7% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IUSG positions and 17 closed out — a net gain of 20 holders — while 108 added to existing stakes and 67 trimmed.

The largest buyer was Bank of America, adding an estimated $152M. The largest seller was Goldman Sachs, cutting an estimated $24.1M.

  • 272 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q2 2019, up from 257 in Q1 2019.
  • Funds reported $4.45B of iShares Core S&P US Growth ETF stock for Q2 2019, up 9.7% quarter-over-quarter.
  • 37 funds opened new iShares Core S&P US Growth ETF positions in Q2 2019 and 17 closed out, a net change of +20 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q2 2019 was Bank of America, an estimated $152M added.
  • The largest iShares Core S&P US Growth ETF seller in Q2 2019 was Goldman Sachs, an estimated $24.1M sold.

Based on aggregated 13F filings for Q2 2019.