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iShares Core S&P US Growth ETF

187 hedge funds and large institutions have $2.14B invested in iShares Core S&P US Growth ETF in 2017 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 79 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

525% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 8

193% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 27

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

36% more capital invested

Capital invested by funds: $1.58B → $2.14B (+$560M)

28% more funds holding

Funds holding: 146187 (+41)

12.96% more ownership

Funds ownership: 59.13%72.09% (+13%)

Holders
187
Holders Change
+41
Holders Change %
+28.08%
% of All Funds
4.24%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
50
Increased
79
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
151
Brown Brothers Harriman & Co
New York
$183K
PG
152
Patten Group
Tennessee
$183K
Manulife (Manufacturers Life Insurance)
153
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$136K +$48.7K +926 +58%
CPIG
154
Chicago Partners Investment Group
Illinois
$129K
APA
155
American Portfolios Advisors
New York
$108K +$106K +2,014 New
SG Americas Securities
156
SG Americas Securities
New York
$103K +$101K +1,924 New
MMG
157
Monetary Management Group
Missouri
$89K
BWA
158
BDO Wealth Advisors
Florida
$75K
HWP
159
Hefty Wealth Partners
Indiana
$71K -$4.47K -85 -6%
PA
160
Parallel Advisors
California
$65K +$53 +1 +0.1%
AF
161
Advisornet Financial
Minnesota
$65K +$63.1K +1,200 New
MFW
162
Mosaic Family Wealth
Missouri
$64K +$62.2K +1,182 New
GWM
163
Geneos Wealth Management
Colorado
$53K
KJWM
164
Kiley Juergens Wealth Management
Washington
$53K +$52.6K +1,000 New
TAIM
165
TD Ameritrade Investment Management
Nebraska
$52K +$24.9K +474 +96%
FFW
166
Fusion Family Wealth
New York
$51K
TFS
167
TrustCore Financial Services
Tennessee
$49K +$47.7K +907 New
PCIA
168
Prime Capital Investment Advisors
Kansas
$45K +$44.2K +841 New
BL
169
Balentine LLC
Georgia
$43K
SFSIG
170
San Francisco Sentry Investment Group
California
$42K
BTIS
171
BB&T Investment Services
North Carolina
$42K +$40.9K +778 New
LCM
172
Liberty Capital Management
Michigan
$40K
PMFA
173
Plante Moran Financial Advisors
Michigan
$28K +$27.1K +516 New
SBL
174
Sargent Bickham Lagudis
Colorado
$18K -$3.16K -60 -15%
VIA
175
Vantage Investment Advisors
Pennsylvania
$18K +$17.6K +334 New

IUSG Hedge Fund Activity: Q4 2017 in Review

187 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q4 2017, worth a combined $2.14B — up 36% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IUSG positions and 8 closed out — a net gain of 42 holders — while 79 added to existing stakes and 27 trimmed.

The largest buyer was Bank of America, adding an estimated $159M. The largest seller was Private Advisor Group, cutting an estimated $14.6M.

  • 187 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q4 2017, up from 146 in Q3 2017.
  • Funds reported $2.14B of iShares Core S&P US Growth ETF stock for Q4 2017, up 36% quarter-over-quarter.
  • 50 funds opened new iShares Core S&P US Growth ETF positions in Q4 2017 and 8 closed out, a net change of +42 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q4 2017 was Bank of America, an estimated $159M added.
  • The largest iShares Core S&P US Growth ETF seller in Q4 2017 was Private Advisor Group, an estimated $14.6M sold.

Based on aggregated 13F filings for Q4 2017.