We are live on ! Find out more
IUSG icon

iShares Core S&P US Growth ETF

187 hedge funds and large institutions have $2.14B invested in iShares Core S&P US Growth ETF in 2017 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 79 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

525% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 8

193% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 27

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

36% more capital invested

Capital invested by funds: $1.58B → $2.14B (+$560M)

28% more funds holding

Funds holding: 146187 (+41)

12.96% more ownership

Funds ownership: 59.13%72.09% (+13%)

Holders
187
Holders Change
+41
Holders Change %
+28.08%
% of All Funds
4.24%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
50
Increased
79
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FRA
176
Front Row Advisors
California
$11K +$10.5K +200 New
CFD
177
Creative Financial Designs
Indiana
$10K +$9.89K +188 New
SIAS
178
Shine Investment Advisory Services
Colorado
$7K
AIM
179
Anchor Investment Management
South Carolina
$6.99K
SEI Investments
180
SEI Investments
Pennsylvania
$6K -$7.63K -145 -56%
JCM
181
Jacobi Capital Management
Pennsylvania
$6K
CIBC Private Wealth Group
182
CIBC Private Wealth Group
Georgia
$5K +$5.26K +100 New
WTC
183
WhitTier Trust Company
Nevada
$4K
ADL
184
Asset Dedication LLC
California
$3K
AWMS
185
Advocacy Wealth Management Services
Georgia
$2K +$1.95K +37 New
PCG
186
Private Capital Group
Connecticut
$49 +$47.7K +906 New
GFPC
187
Global Financial Private Capital
Florida
-$3.06M -60,681 Closed
ICOA
188
Investment Centers of America
North Dakota
-$3M -59,414 Closed
VC
189
Vicus Capital
Pennsylvania
-$1.67M -33,047 Closed
NPC
190
National Planning Corporation
California
-$1.55M -30,777 Closed
RBC
191
Roble Belko & Company
Pennsylvania
-$453K -8,968 Closed
SF
192
Synovus Financial
Georgia
-$302K -5,985 Closed
BCMIO
193
Beacon Capital Management Inc (Ohio)
Ohio
-$12K -232 Closed
AF
194
Allworth Financial
California
-$8K -154 Closed

IUSG Hedge Fund Activity: Q4 2017 in Review

187 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q4 2017, worth a combined $2.14B — up 36% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IUSG positions and 8 closed out — a net gain of 42 holders — while 79 added to existing stakes and 27 trimmed.

The largest buyer was Bank of America, adding an estimated $159M. The largest seller was Private Advisor Group, cutting an estimated $14.6M.

  • 187 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q4 2017, up from 146 in Q3 2017.
  • Funds reported $2.14B of iShares Core S&P US Growth ETF stock for Q4 2017, up 36% quarter-over-quarter.
  • 50 funds opened new iShares Core S&P US Growth ETF positions in Q4 2017 and 8 closed out, a net change of +42 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q4 2017 was Bank of America, an estimated $159M added.
  • The largest iShares Core S&P US Growth ETF seller in Q4 2017 was Private Advisor Group, an estimated $14.6M sold.

Based on aggregated 13F filings for Q4 2017.