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iShares Core S&P US Growth ETF

257 hedge funds and large institutions have $4.06B invested in iShares Core S&P US Growth ETF in 2019 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 93 increasing their positions, 70 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 70

23% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 35

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

15% more capital invested

Capital invested by funds: $3.52B → $4.06B (+$538M)

2.96% more ownership

Funds ownership: 64.73%67.69% (+3%)

2% more funds holding

Funds holding: 251257 (+6)

Holders
257
Holders Change
+6
Holders Change %
+2.39%
% of All Funds
5.56%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.37%
New
43
Increased
93
Reduced
70
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CM
151
Columbus Macro
Pennsylvania
$381K +$362K +6,312 New
RP
152
Riverbridge Partners
Minnesota
$375K -$2M -34,825 -85%
HFA
153
High Falls Advisors
New York
$375K
MWA
154
Meridian Wealth Advisors
Texas
$370K +$28.7K +500 +9%
ClearBridge Investments
155
ClearBridge Investments
New York
$360K -$87.9M -1,532,226 -100%
PWA
156
Peterson Wealth Advisors
Utah
$360K +$1.09K +19 +0.3%
CWM
157
Cornerstone Wealth Management
Missouri
$355K +$122K +2,127 New
SCM
158
SOL Capital Management
Maryland
$354K +$78.6K +1,370 +30%
SPIA
159
Steward Partners Investment Advisory
New York
$346K +$2.7K +47 +0.8%
Kayne Anderson Rudnick Investment Management
160
Kayne Anderson Rudnick Investment Management
California
$344K -$231K -4,021 -41%
LRIA
161
Leonard Rickey Investment Advisors
Washington
$334K +$7K +122 +2%
DJSG
162
D.J. St. Germain
Massachusetts
$326K
Bank of New York Mellon
163
Bank of New York Mellon
New York
$321K
WS
164
Wedbush Securities
California
$321K +$70.3K +1,226 +30%
AL
165
Aspiriant LLC
California
$318K +$303K +5,275 New
Cerity Partners
166
Cerity Partners
New York
$316K
HWA
167
Heritage Wealth Advisors
Virginia
$314K
VFA
168
Voya Financial Advisors
Connecticut
$312K -$122K -2,131 -29%
IAA
169
Independent Advisor Alliance
North Carolina
$305K +$70.6K +1,230 +32%
Nomura Asset Management
170
Nomura Asset Management
Japan
$302K -$1.43M -25,000 -83%
GG
171
GenWealth Group
New Jersey
$295K +$278K +4,854 New
ACM
172
Armbruster Capital Management
New York
$290K
WCG
173
Weaver Consulting Group
California
$288K +$266K +4,645 New
RC
174
Rinet Company
Massachusetts
$281K
MWC
175
MKD Wealth Coaches
Michigan
$280K +$14.9K +260 +6%

IUSG Hedge Fund Activity: Q1 2019 in Review

257 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q1 2019, worth a combined $4.06B — up 15% from $3.52B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new IUSG positions and 35 closed out — a net gain of 8 holders — while 93 added to existing stakes and 70 trimmed.

The largest buyer was Bank of America, adding an estimated $40.9M. The largest seller was ClearBridge Investments, cutting an estimated $87.9M.

  • 257 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q1 2019, up from 251 in Q4 2018.
  • Funds reported $4.06B of iShares Core S&P US Growth ETF stock for Q1 2019, up 15% quarter-over-quarter.
  • 43 funds opened new iShares Core S&P US Growth ETF positions in Q1 2019 and 35 closed out, a net change of +8 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q1 2019 was Bank of America, an estimated $40.9M added.
  • The largest iShares Core S&P US Growth ETF seller in Q1 2019 was ClearBridge Investments, an estimated $87.9M sold.

Based on aggregated 13F filings for Q1 2019.