iShares Core S&P US Growth ETF
IUSG
361 hedge funds and large institutions have $5.31B invested in iShares Core S&P US Growth ETF in 2019 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 130 increasing their positions, 72 reducing their positions, and 19 closing their positions.
426% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 19
81% more repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 72
26% more funds holding
Funds holding: 287 → 361 (+74)
25% more funds holding in top 10
Funds holding in top 10: 16 → 20 (+4)
15% more capital invested
Capital invested by funds: $4.62B → $5.31B (+$696M)
0.03% less ownership
Funds ownership: 67.64% → 67.61% (-0.03%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$153M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$51.1M |
| 3 |
LPL Financial
San Diego,
California
|
+$30.8M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$22.9M |
| 5 |
ClearBridge Investments
New York
|
+$22.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$72.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$68.2M |
| 3 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
-$3.99M |
| 4 |
EWA
ERTS Wealth Advisors
Marquette,
Michigan
|
-$3.65M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$3.1M |
IUSG Hedge Fund Activity: Q4 2019 in Review
361 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q4 2019, worth a combined $5.31B — up 15% from $4.62B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new IUSG positions and 19 closed out — a net gain of 81 holders — while 130 added to existing stakes and 72 trimmed.
The largest buyer was Bank of America, adding an estimated $153M. The largest seller was PNC Financial Services Group, cutting an estimated $72.3M.
- 361 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q4 2019, up from 287 in Q3 2019.
- Funds reported $5.31B of iShares Core S&P US Growth ETF stock for Q4 2019, up 15% quarter-over-quarter.
- 100 funds opened new iShares Core S&P US Growth ETF positions in Q4 2019 and 19 closed out, a net change of +81 holders.
- The largest iShares Core S&P US Growth ETF buyer in Q4 2019 was Bank of America, an estimated $153M added.
- The largest iShares Core S&P US Growth ETF seller in Q4 2019 was PNC Financial Services Group, an estimated $72.3M sold.
Based on aggregated 13F filings for Q4 2019.