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iShares Core S&P US Growth ETF

432 hedge funds and large institutions have $7.41B invested in iShares Core S&P US Growth ETF in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 124 increasing their positions, 158 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

2% more funds holding

Funds holding: 423432 (+9)

0.29% more ownership

Funds ownership: 70.27%70.56% (+0.29%)

0% less capital invested

Capital invested by funds: $7.42B → $7.41B (-$2.14M)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

22% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 158

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $8K

Holders
432
Holders Change
+9
Holders Change %
+2.13%
% of All Funds
7.59%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.4%
New
47
Increased
124
Reduced
158
Closed
31
Calls
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$10K
Name Holding Trade Value Shares
Change
Change in
Stake
WP
151
WealthPLAN Partners
Nebraska
$1.44M -$60.6K -672 -4%
SCA
152
Snowden Capital Advisors
New York
$1.38M -$93.5K -1,037 -6%
SF
153
Symphony Financial
Texas
$1.37M -$262K -2,908 -19%
CAL
154
Capital Analysts LLC
Pennsylvania
$1.37M +$471K +5,225 +53%
JWCA
155
J.W. Cole Advisors
Florida
$1.36M +$30K +333 +2%
BCA
156
Berman Capital Advisors
Georgia
$1.35M +$901 +10 +0.1%
BPA
157
Beacon Pointe Advisors
California
$1.34M -$164K -1,823 -11%
EWA
158
EP Wealth Advisors
California
$1.28M -$35.3K -392 -3%
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$1.27M +$361K +4,010 +40%
SFA
160
Sequoia Financial Advisors
Ohio
$1.27M +$55.4K +615 +5%
TFF
161
The Family Firm
Maryland
$1.25M
NFG
162
Next Financial Group
Texas
$1.24M +$167K +1,850 +16%
MIAN
163
Mariner Independent Advisor Network
Kansas
$1.21M -$6.06M -67,240 -83%
CHJWM
164
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.21M +$721 +8 +0.1%
BJL
165
Brighton Jones LLC
Washington
$1.16M -$19.6K -218 -2%
CL
166
CIM LLC
New York
$1.16M -$72.5K -804 -6%
WA
167
Wealth Alliance
New York
$1.15M -$34.5K -383 -3%
DADC
168
D.A. Davidson & Co
Montana
$1.14M +$21.9K +243 +2%
FP
169
Financial Perspectives
Minnesota
$1.12M +$9.12M +101,185 +11,255%
OFG
170
Omega Financial Group
California
$1.11M -$28.7K -319 -3%
BCI
171
Brinker Capital Investments
Pennsylvania
$1.11M +$1.1M +12,221 New
IFG
172
Investors Financial Group
Minnesota
$1.06M -$36.9K -410 -3%
NA
173
NewEdge Advisors
Louisiana
$1.05M -$503K -5,580 -33%
SFMG
174
Sage Financial Management Group
Virginia
$1.05M -$25K -277 -2%
Citigroup
175
Citigroup
New York
$1.01M -$445K -4,941 -31%

IUSG Hedge Fund Activity: Q1 2021 in Review

432 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q1 2021, worth a combined $7.41B — down 0.03% from $7.42B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IUSG positions and 31 closed out — a net gain of 16 holders — while 124 added to existing stakes and 158 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $28.4M. The largest seller was Bank of America, cutting an estimated $125M.

  • 432 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q1 2021, up from 423 in Q4 2020.
  • Funds reported $7.41B of iShares Core S&P US Growth ETF stock for Q1 2021, down 0.03% quarter-over-quarter.
  • 47 funds opened new iShares Core S&P US Growth ETF positions in Q1 2021 and 31 closed out, a net change of +16 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q1 2021 was Morgan Stanley, an estimated $28.4M added.
  • The largest iShares Core S&P US Growth ETF seller in Q1 2021 was Bank of America, an estimated $125M sold.

Based on aggregated 13F filings for Q1 2021.