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iShares Core S&P US Growth ETF

459 hedge funds and large institutions have $8.12B invested in iShares Core S&P US Growth ETF in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 154 increasing their positions, 140 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,850% more call options, than puts

Call options by funds: $278K | Put options by funds: $4K

168% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 19

10% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 140

10% more capital invested

Capital invested by funds: $7.41B → $8.12B (+$707M)

6% more funds holding

Funds holding: 432459 (+27)

1.51% less ownership

Funds ownership: 70.56%69.05% (-1.5%)

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

Holders
459
Holders Change
+27
Holders Change %
+6.25%
% of All Funds
7.99%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.35%
New
51
Increased
154
Reduced
140
Closed
19
Calls
$278K
Puts
$4K
Net Calls
+$274K
Net Calls Change
+$282K
Name Holding Trade Value Shares
Change
Change in
Stake
TCBWMS
151
Texas Capital Bank Wealth Management Services
Texas
$1.43M -$535K -5,556 -28%
NFG
152
Next Financial Group
Texas
$1.4M +$16.2K +168 +1%
EW
153
Evoke Wealth
California
$1.4M +$471K +4,887 +54%
EWA
154
EP Wealth Advisors
California
$1.38M -$46.7K -485 -3%
RP
155
Riverbridge Partners
Minnesota
$1.37M +$329K +3,417 +34%
KAM
156
Knightsbridge Asset Management
California
$1.35M +$312K +3,239 +32%
TFF
157
The Family Firm
Maryland
$1.35M -$39.2K -407 -3%
BJL
158
Brighton Jones LLC
Washington
$1.29M +$771 +8 +0.1%
MCA
159
Magnolia Capital Advisors
Mississippi
$1.28M +$1.22M +12,705 New
IFG
160
Investors Financial Group
Minnesota
$1.2M +$22.5K +234 +2%
CHJWM
161
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.19M -$71.7K -744 -6%
CL
162
CIM LLC
New York
$1.18M -$93.7K -972 -8%
NA
163
NewEdge Advisors
Louisiana
$1.16M -$3.28K -34 -0.3%
SFMG
164
Sage Financial Management Group
Virginia
$1.14M -$19.1K -198 -2%
CIAS
165
CFS Investment Advisory Services
New Jersey
$1.14M +$1.09M +11,329 New
SSWG
166
Seven Springs Wealth Group
Tennessee
$1.11M +$71.2K +739 +7%
LNC
167
Lincoln National Corp
Pennsylvania
$1.1M -$9.35K -97 -0.9%
Lido Advisors
168
Lido Advisors
California
$1.09M +$114K +1,178 +12%
HSWM
169
Hubbell Strickland Wealth Management
Louisiana
$1.05M -$28.3K -294 -3%
GVAG
170
Great Valley Advisor Group
Delaware
$1.04M +$716K +7,430 +256%
TPWA
171
TRUE Private Wealth Advisors
Oregon
$1.03M -$75.6K -785 -7%
BCI
172
Brinker Capital Investments
Pennsylvania
$1.01M -$213K -2,215 -18%
WMP
173
Wealth Management Partners
Arizona
$980K +$2.41K +25 +0.3%
TPW
174
TL Private Wealth
Texas
$975K +$150K +1,560 +19%
Bank of New York Mellon
175
Bank of New York Mellon
New York
$975K +$185K +1,917 +25%

IUSG Hedge Fund Activity: Q2 2021 in Review

459 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q2 2021, worth a combined $8.12B — up 9.5% from $7.41B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new IUSG positions and 19 closed out — a net gain of 32 holders — while 154 added to existing stakes and 140 trimmed.

The largest buyer was Bank of America, adding an estimated $169M. The largest seller was Balentine LLC, cutting an estimated $125M.

  • 459 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q2 2021, up from 432 in Q1 2021.
  • Funds reported $8.12B of iShares Core S&P US Growth ETF stock for Q2 2021, up 9.5% quarter-over-quarter.
  • 51 funds opened new iShares Core S&P US Growth ETF positions in Q2 2021 and 19 closed out, a net change of +32 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q2 2021 was Bank of America, an estimated $169M added.
  • The largest iShares Core S&P US Growth ETF seller in Q2 2021 was Balentine LLC, an estimated $125M sold.

Based on aggregated 13F filings for Q2 2021.