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iShares Core S&P US Growth ETF

477 hedge funds and large institutions have $8.48B invested in iShares Core S&P US Growth ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 148 increasing their positions, 135 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,375% more call options, than puts

Call options by funds: $339K | Put options by funds: $4K

100% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 26

20% more funds holding in top 10

Funds holding in top 10: 2024 (+4)

4% more funds holding

Funds holding: 459477 (+18)

10% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 135

4% more capital invested

Capital invested by funds: $8.12B → $8.48B (+$357M)

0.6% more ownership

Funds ownership: 69.05%69.65% (+0.6%)

Holders
477
Holders Change
+18
Holders Change %
+3.92%
% of All Funds
8.35%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.42%
New
52
Increased
148
Reduced
135
Closed
26
Calls
$339K
Puts
$4K
Net Calls
+$335K
Net Calls Change
+$61K
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
151
Cahill Financial Advisors
Minnesota
$1.72M +$1.21M +11,408 +213%
TPCW
152
TD Private Client Wealth
New York
$1.68M -$62.4K -591 -3%
GP
153
Greenline Partners
New York
$1.68M -$1.98M -18,790 -53%
RP
154
Riverbridge Partners
Minnesota
$1.58M +$197K +1,869 +14%
PA
155
PFG Advisors
Arizona
$1.57M -$71.5K -677 -4%
SCA
156
Snowden Capital Advisors
New York
$1.51M -$104K -981 -6%
DADC
157
D.A. Davidson & Co
Montana
$1.5M +$42.6K +403 +3%
AFG
158
Albion Financial Group
Utah
$1.47M -$228K -2,163 -13%
TCBWMS
159
Texas Capital Bank Wealth Management Services
Texas
$1.45M
TFF
160
The Family Firm
Maryland
$1.44M +$1.06K +10 +0.1%
WLIM
161
White Lighthouse Investment Management
Massachusetts
$1.42M -$336K -3,185 -19%
NFG
162
Next Financial Group
Texas
$1.4M -$25K -237 -2%
EWA
163
EP Wealth Advisors
California
$1.38M -$19.9K -188 -1%
BPA
164
Beacon Pointe Advisors
California
$1.36M -$110K -1,044 -7%
Renaissance Technologies
165
Renaissance Technologies
New York
$1.36M +$1.4M +13,300 New
CHJWM
166
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.35M +$21.5K +204 +2%
EFS
167
Essex Financial Services
Connecticut
$1.31M +$460K +4,358 +51%
MCA
168
Magnolia Capital Advisors
Mississippi
$1.3M +$1.8K +17 +0.1%
IAN
169
Integrated Advisors Network
Texas
$1.26M +$429K +4,061 +49%
BJL
170
Brighton Jones LLC
Washington
$1.23M -$82.3K -779 -6%
IFG
171
Investors Financial Group
Minnesota
$1.21M -$7.08K -67 -0.6%
SSWG
172
Seven Springs Wealth Group
Tennessee
$1.2M +$74.2K +702 +6%
CL
173
CIM LLC
New York
$1.2M -$76.6K -725 -6%
GVAG
174
Great Valley Advisor Group
Delaware
$1.19M +$134K +1,269 +12%
NA
175
NewEdge Advisors
Louisiana
$1.1M -$79.6K -754 -7%

IUSG Hedge Fund Activity: Q3 2021 in Review

477 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q3 2021, worth a combined $8.48B — up 4.4% from $8.12B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IUSG positions and 26 closed out — a net gain of 26 holders — while 148 added to existing stakes and 135 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $49.5M. The largest seller was Bank of America, cutting an estimated $28.9M.

  • 477 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q3 2021, up from 459 in Q2 2021.
  • Funds reported $8.48B of iShares Core S&P US Growth ETF stock for Q3 2021, up 4.4% quarter-over-quarter.
  • 52 funds opened new iShares Core S&P US Growth ETF positions in Q3 2021 and 26 closed out, a net change of +26 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q3 2021 was AE Wealth Management, an estimated $49.5M added.
  • The largest iShares Core S&P US Growth ETF seller in Q3 2021 was Bank of America, an estimated $28.9M sold.

Based on aggregated 13F filings for Q3 2021.