iShares Core S&P US Growth ETF
IUSG
146 hedge funds and large institutions have $1.58B invested in iShares Core S&P US Growth ETF in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 72 increasing their positions, 24 reducing their positions, and 18 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 24
17% more capital invested
Capital invested by funds: $1.34B → $1.58B (+$235M)
3.41% more ownership
Funds ownership: 55.72% → 59.13% (+3.4%)
3% less funds holding
Funds holding: 151 → 146 (-5)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
22% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$185M |
| 2 |
LPL Financial
San Diego,
California
|
+$54.2M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$11.8M |
| 4 |
Morgan Stanley
New York
|
+$10.7M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$7.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Alleghany Corporation
New York
|
-$138M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$4.65M |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$4.35M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.98M |
| 5 |
SG Americas Securities
New York
|
-$2.78M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
151
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| – | -$374K | -7,716 | Closed |
|
|
ORI
152
Oak Ridge Investments
Chicago,
Illinois
| – | -$369K | -7,649 | Closed |
|
|
WA
153
WBH Advisory
Baltimore,
Maryland
| – | -$354K | -7,348 | Closed |
|
|
LI
154
LVZ Inc
Holland,
Michigan
| – | -$284K | -5,890 | Closed |
|
|
RP
155
Riverbridge Partners
Minneapolis,
Minnesota
| – | -$273K | -5,657 | Closed |
|
|
SI
156
Stephens Inc
Little Rock,
Arkansas
| – | -$220K | -4,560 | Closed |
|
157
M&T Bank
Buffalo,
New York
| – | -$216K | -4,484 | Closed |
|
|
VWA
158
V Wealth Advisors
Overland Park,
Kansas
| – | -$74K | -1,530 | Closed |
|
159
Creative Planning
Overland Park,
Kansas
| – | -$72K | -1,492 | Closed |
|
|
DADC
160
D.A. Davidson & Co
Great Falls,
Montana
| – | -$14K | -304 | Closed |
|
161
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$10K | -204 | Closed |
|
|
WEC
162
Winslow Evans & Crocker
Boston,
Massachusetts
| – | -$3.86K | -80 | Closed |
|
|
NA
163
NewEdge Advisors
New Orleans,
Louisiana
| – | -$2.71K | -56 | Closed |
|
IUSG Hedge Fund Activity: Q3 2017 in Review
146 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q3 2017, worth a combined $1.58B — up 17% from $1.34B a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of IUSG and 14 opened new positions — a net loss of 4 holders — while 24 trimmed existing stakes and 72 added.
The largest buyer was Bank of America, adding an estimated $185M. The largest seller was Alleghany Corporation, exiting entirely with an estimated $138M sold.
- 146 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q3 2017, down from 151 in Q2 2017.
- Funds reported $1.58B of iShares Core S&P US Growth ETF stock for Q3 2017, up 17% quarter-over-quarter.
- 14 funds opened new iShares Core S&P US Growth ETF positions in Q3 2017 and 18 closed out, a net change of -4 holders.
- The largest iShares Core S&P US Growth ETF buyer in Q3 2017 was Bank of America, an estimated $185M added.
- The largest iShares Core S&P US Growth ETF seller in Q3 2017 was Alleghany Corporation, an estimated $138M sold.
Based on aggregated 13F filings for Q3 2017.