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iShares Core S&P US Growth ETF

367 hedge funds and large institutions have $6.32B invested in iShares Core S&P US Growth ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 122 increasing their positions, 133 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 30

26% more capital invested

Capital invested by funds: $5B → $6.32B (+$1.32B)

4% more funds holding

Funds holding: 353367 (+14)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

8% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 133

1.02% less ownership

Funds ownership: 72.7%71.68% (-1%)

Holders
367
Holders Change
+14
Holders Change %
+3.97%
% of All Funds
7.53%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
47
Increased
122
Reduced
133
Closed
30
Calls
$11K
Puts
Net Calls
+$11K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
SW
126
SteelPeak Wealth
California
$1.5M +$67.2K +1,011 +5%
TPCW
127
TD Private Client Wealth
New York
$1.45M +$4.19K +63 +0.3%
GAG
128
GM Advisory Group
New York
$1.44M
LPT
129
Legacy Private Trust
Wisconsin
$1.41M
Northern Trust
130
Northern Trust
Illinois
$1.27M -$2.06K -31 -0.2%
AF
131
Advisornet Financial
Minnesota
$1.24M +$1.03M +15,478 +847%
CB
132
Commerce Bank
Missouri
$1.23M +$390K +5,865 +52%
BPA
133
Beacon Pointe Advisors
California
$1.2M -$122K -1,841 -10%
SCA
134
Snowden Capital Advisors
New York
$1.18M -$11.9K -179 -1%
TI
135
Trexquant Investment
Connecticut
$1.18M +$171K +2,573 +19%
KFGK
136
Keystone Financial Group (Kentucky)
Kentucky
$1.17M +$115K +1,733 +12%
MCWS
137
McKinley Carter Wealth Services
West Virginia
$1.14M +$19.1K +287 +2%
Comerica Bank
138
Comerica Bank
Texas
$1.14M +$70.2K +1,056 +8%
IAS
139
Investment Advisory Services
Texas
$1.11M -$91.1K -1,371 -8%
MFG
140
MidWestOne Financial Group
Iowa
$1.1M -$41.1K -619 -4%
CHJWM
141
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.09M +$6.71K +101 +0.7%
BCA
142
Berman Capital Advisors
Georgia
$1.07M +$997 +15 +0.1%
EWA
143
EP Wealth Advisors
California
$1.04M
TFF
144
The Family Firm
Maryland
$989K -$35.9K -541 -4%
OFG
145
Omega Financial Group
California
$959K +$43.5K +654 +5%
WP
146
WealthPLAN Partners
Nebraska
$945K +$790K +11,897 New
BJL
147
Brighton Jones LLC
Washington
$918K +$864 +13 +0.1%
WA
148
Wealth Alliance
New York
$917K -$104K -1,561 -11%
MCA
149
Magnolia Capital Advisors
Mississippi
$909K -$7.24K -109 -0.9%
IA
150
IFG Advisory
Georgia
$848K -$41.7K -628 -5%

IUSG Hedge Fund Activity: Q2 2020 in Review

367 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q2 2020, worth a combined $6.32B — up 26% from $5B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IUSG positions and 30 closed out — a net gain of 17 holders — while 122 added to existing stakes and 133 trimmed.

The largest buyer was Bank of America, adding an estimated $153M. The largest seller was UBS Group, cutting an estimated $60M.

  • 367 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q2 2020, up from 353 in Q1 2020.
  • Funds reported $6.32B of iShares Core S&P US Growth ETF stock for Q2 2020, up 26% quarter-over-quarter.
  • 47 funds opened new iShares Core S&P US Growth ETF positions in Q2 2020 and 30 closed out, a net change of +17 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q2 2020 was Bank of America, an estimated $153M added.
  • The largest iShares Core S&P US Growth ETF seller in Q2 2020 was UBS Group, an estimated $60M sold.

Based on aggregated 13F filings for Q2 2020.