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iShares Core S&P US Growth ETF

367 hedge funds and large institutions have $6.32B invested in iShares Core S&P US Growth ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 122 increasing their positions, 133 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 30

26% more capital invested

Capital invested by funds: $5B → $6.32B (+$1.32B)

4% more funds holding

Funds holding: 353367 (+14)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

8% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 133

1.02% less ownership

Funds ownership: 72.7%71.68% (-1%)

Holders
367
Holders Change
+14
Holders Change %
+3.97%
% of All Funds
7.53%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
47
Increased
122
Reduced
133
Closed
30
Calls
$11K
Puts
Net Calls
+$11K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
151
Quadrant Capital Group
Ohio
$837K +$768K +11,560 +14,272%
CL
152
CIM LLC
New York
$832K +$18.4K +277 +2%
VVP
153
Venture Visionary Partners
Ohio
$823K -$679K -10,215 -47%
IFG
154
Investors Financial Group
Minnesota
$798K -$35.3K -531 -5%
Citigroup
155
Citigroup
New York
$791K -$188K -2,830 -20%
Lido Advisors
156
Lido Advisors
California
$764K +$464K +6,981 +191%
IF
157
Intrua Financial
Texas
$753K +$630K +9,484 New
FNBOH
158
First National Bank of Hutchinson
Kansas
$752K -$1.18M -17,721 -63%
JWCA
159
J.W. Cole Advisors
Florida
$750K +$693K +10,437 New
HSWM
160
Hubbell Strickland Wealth Management
Louisiana
$728K +$58.5K +880 +10%
DADC
161
D.A. Davidson & Co
Montana
$720K
VFM
162
Vivid Financial Management
California
$715K -$40.7K -613 -6%
UWPG
163
Ullmann Wealth Partners Group
Florida
$695K +$133 +2 +0%
BF
164
BOK Financial
Oklahoma
$684K -$93.7K -1,410 -13%
BAAM
165
Baker Avenue Asset Management
California
$678K -$4.78K -72 -0.8%
RJT
166
Raymond James Trust
Florida
$677K -$857K -12,901 -58%
CWC
167
Carolinas Wealth Consulting
North Carolina
$661K +$465 +7 +0.1%
SFO
168
Stokes Family Office
Louisiana
$635K -$366K -5,508 -38%
AMG
169
Asset Management Group
Connecticut
$634K +$3.19K +48 +0.5%
ORI
170
Oak Ridge Investments
Illinois
$627K -$1.76M -26,466 -75%
WC
171
Weil Company
California
$624K
WT
172
Whittier Trust
California
$623K
MPM
173
Meritage Portfolio Management
Kansas
$623K +$68.1K +1,025 +13%
PA
174
PFG Advisors
Arizona
$616K +$132K +1,991 +32%
RC
175
Rinet Company
Massachusetts
$610K +$152K +2,286 +37%

IUSG Hedge Fund Activity: Q2 2020 in Review

367 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q2 2020, worth a combined $6.32B — up 26% from $5B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IUSG positions and 30 closed out — a net gain of 17 holders — while 122 added to existing stakes and 133 trimmed.

The largest buyer was Bank of America, adding an estimated $153M. The largest seller was UBS Group, cutting an estimated $60M.

  • 367 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q2 2020, up from 353 in Q1 2020.
  • Funds reported $6.32B of iShares Core S&P US Growth ETF stock for Q2 2020, up 26% quarter-over-quarter.
  • 47 funds opened new iShares Core S&P US Growth ETF positions in Q2 2020 and 30 closed out, a net change of +17 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q2 2020 was Bank of America, an estimated $153M added.
  • The largest iShares Core S&P US Growth ETF seller in Q2 2020 was UBS Group, an estimated $60M sold.

Based on aggregated 13F filings for Q2 2020.