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iShares Core S&P US Growth ETF

477 hedge funds and large institutions have $8.48B invested in iShares Core S&P US Growth ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 148 increasing their positions, 135 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,375% more call options, than puts

Call options by funds: $339K | Put options by funds: $4K

100% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 26

20% more funds holding in top 10

Funds holding in top 10: 2024 (+4)

4% more funds holding

Funds holding: 459477 (+18)

10% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 135

4% more capital invested

Capital invested by funds: $8.12B → $8.48B (+$357M)

0.6% more ownership

Funds ownership: 69.05%69.65% (+0.6%)

Holders
477
Holders Change
+18
Holders Change %
+3.92%
% of All Funds
8.35%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.42%
New
52
Increased
148
Reduced
135
Closed
26
Calls
$339K
Puts
$4K
Net Calls
+$335K
Net Calls Change
+$61K
Name Holding Trade Value Shares
Change
Change in
Stake
SFO
126
Stokes Family Office
Louisiana
$2.38M +$52.1K +493 +2%
PCM
127
Parsons Capital Management
Rhode Island
$2.34M +$13.6K +129 +0.6%
W
128
Wealthquest
Ohio
$2.34M
HB
129
Homrich & Berg
Georgia
$2.33M +$211 +2 +0%
FCI
130
Financial Counselors Inc
Kansas
$2.32M
1WM
131
1900 Wealth Management
Texas
$2.28M +$2.35M +22,288 New
Comerica Bank
132
Comerica Bank
Texas
$2.28M +$34.9K +330 +2%
FTS
133
Fifth Third Securities
Ohio
$2.27M +$2.34M +22,189 New
WP
134
WealthPLAN Partners
Nebraska
$2.27M +$307K +2,903 +17%
Mariner
135
Mariner
Kansas
$2.27M +$287K +2,715 +14%
SPC
136
Sigma Planning Corp
Michigan
$2.24M +$146K +1,380 +7%
Northern Trust
137
Northern Trust
Illinois
$2.2M +$45.2K +428 +2%
MIAN
138
Mariner Independent Advisor Network
Kansas
$2.19M +$58.5K +554 +3%
IFG
139
Independent Financial Group
California
$2.17M -$87.7K -830 -4%
KAM
140
Knightsbridge Asset Management
California
$2.13M +$788K +7,461 +56%
SPIA
141
Strategic Point Investment Advisors
Rhode Island
$2.05M -$44.9K -425 -2%
APA
142
American Portfolios Advisors
New York
$2.03M +$16.5K +156 +0.8%
TWM
143
TriaGen Wealth Management
California
$2.02M
LPT
144
Legacy Private Trust
Wisconsin
$1.98M
IAS
145
Investment Advisory Services
Texas
$1.93M +$163K +1,541 +9%
SFG
146
Sovereign Financial Group
Connecticut
$1.81M -$54.4K -515 -3%
CB
147
Commerce Bank
Missouri
$1.8M -$60.7K -575 -3%
EW
148
Evoke Wealth
California
$1.76M +$351K +3,320 +24%
OFG
149
Omega Financial Group
California
$1.75M +$275K +2,606 +18%
VVP
150
Venture Visionary Partners
Ohio
$1.73M -$87.8K -831 -5%

IUSG Hedge Fund Activity: Q3 2021 in Review

477 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q3 2021, worth a combined $8.48B — up 4.4% from $8.12B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IUSG positions and 26 closed out — a net gain of 26 holders — while 148 added to existing stakes and 135 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $49.5M. The largest seller was Bank of America, cutting an estimated $28.9M.

  • 477 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q3 2021, up from 459 in Q2 2021.
  • Funds reported $8.48B of iShares Core S&P US Growth ETF stock for Q3 2021, up 4.4% quarter-over-quarter.
  • 52 funds opened new iShares Core S&P US Growth ETF positions in Q3 2021 and 26 closed out, a net change of +26 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q3 2021 was AE Wealth Management, an estimated $49.5M added.
  • The largest iShares Core S&P US Growth ETF seller in Q3 2021 was Bank of America, an estimated $28.9M sold.

Based on aggregated 13F filings for Q3 2021.