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iShares Core S&P US Growth ETF

459 hedge funds and large institutions have $8.12B invested in iShares Core S&P US Growth ETF in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 154 increasing their positions, 140 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,850% more call options, than puts

Call options by funds: $278K | Put options by funds: $4K

168% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 19

10% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 140

10% more capital invested

Capital invested by funds: $7.41B → $8.12B (+$707M)

6% more funds holding

Funds holding: 432459 (+27)

1.51% less ownership

Funds ownership: 70.56%69.05% (-1.5%)

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

Holders
459
Holders Change
+27
Holders Change %
+6.25%
% of All Funds
7.99%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.35%
New
51
Increased
154
Reduced
140
Closed
19
Calls
$278K
Puts
$4K
Net Calls
+$274K
Net Calls Change
+$282K
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
126
Strategic Point Investment Advisors
Rhode Island
$2.07M -$170K -1,765 -8%
TWM
127
TriaGen Wealth Management
California
$2.06M -$29.8K -309 -2%
APA
128
American Portfolios Advisors
New York
$1.98M +$26.4K +274 +1%
FTUS
129
Flow Traders U.S.
New York
$1.98M -$2.83M -29,339 -60%
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$1.97M
Mariner
131
Mariner
Kansas
$1.96M +$12.1K +126 +0.7%
LPT
132
Legacy Private Trust
Wisconsin
$1.95M -$28.9K -300 -2%
CB
133
Commerce Bank
Missouri
$1.83M -$242K -2,510 -12%
VVP
134
Venture Visionary Partners
Ohio
$1.79M -$312K -3,242 -15%
WP
135
WealthPLAN Partners
Nebraska
$1.77M +$177K +1,834 +12%
IAS
136
Investment Advisory Services
Texas
$1.75M +$1.67M +17,306 New
TPCW
137
TD Private Client Wealth
New York
$1.72M +$89.4K +928 +6%
WLIM
138
White Lighthouse Investment Management
Massachusetts
$1.72M -$65.5K -680 -4%
Nomura Asset Management
139
Nomura Asset Management
Japan
$1.71M
Allianz Asset Management
140
Allianz Asset Management
Germany
$1.67M
VA
141
Valmark Advisers
Ohio
$1.67M -$172K -1,790 -10%
AFG
142
Albion Financial Group
Utah
$1.67M +$1.59M +16,502 New
SFG
143
Sovereign Financial Group
Connecticut
$1.65M
JWCA
144
J.W. Cole Advisors
Florida
$1.62M +$104K +1,075 +7%
PA
145
PFG Advisors
Arizona
$1.62M -$119K -1,237 -7%
SCA
146
Snowden Capital Advisors
New York
$1.59M +$58.5K +607 +4%
Citadel Advisors
147
Citadel Advisors
Florida
$1.52M -$545K -5,661 -27%
OFG
148
Omega Financial Group
California
$1.47M +$217K +2,250 +18%
BPA
149
Beacon Pointe Advisors
California
$1.45M -$43.6K -453 -3%
DADC
150
D.A. Davidson & Co
Montana
$1.44M +$167K +1,734 +14%

IUSG Hedge Fund Activity: Q2 2021 in Review

459 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q2 2021, worth a combined $8.12B — up 9.5% from $7.41B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new IUSG positions and 19 closed out — a net gain of 32 holders — while 154 added to existing stakes and 140 trimmed.

The largest buyer was Bank of America, adding an estimated $169M. The largest seller was Balentine LLC, cutting an estimated $125M.

  • 459 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q2 2021, up from 432 in Q1 2021.
  • Funds reported $8.12B of iShares Core S&P US Growth ETF stock for Q2 2021, up 9.5% quarter-over-quarter.
  • 51 funds opened new iShares Core S&P US Growth ETF positions in Q2 2021 and 19 closed out, a net change of +32 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q2 2021 was Bank of America, an estimated $169M added.
  • The largest iShares Core S&P US Growth ETF seller in Q2 2021 was Balentine LLC, an estimated $125M sold.

Based on aggregated 13F filings for Q2 2021.