We are live on ! Find out more
IUSG icon

iShares Core S&P US Growth ETF

257 hedge funds and large institutions have $4.06B invested in iShares Core S&P US Growth ETF in 2019 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 93 increasing their positions, 70 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 70

23% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 35

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

15% more capital invested

Capital invested by funds: $3.52B → $4.06B (+$538M)

2.96% more ownership

Funds ownership: 64.73%67.69% (+3%)

2% more funds holding

Funds holding: 251257 (+6)

Holders
257
Holders Change
+6
Holders Change %
+2.39%
% of All Funds
5.56%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.37%
New
43
Increased
93
Reduced
70
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCIA
176
Hochman Cole Investment Advisors
Illinois
$278K
PG
177
Patten Group
Tennessee
$269K -$7.63K -133 -3%
BFA
178
Beaumont Financial Advisors
Massachusetts
$267K -$4.42K -77 -2%
VWA
179
V Wealth Advisors
Kansas
$263K -$51K -889 -17%
LIM
180
Leavell Investment Management
Alabama
$260K
GWM
181
Geneos Wealth Management
Colorado
$253K +$37.3K +651 +18%
CFSG
182
Community Financial Services Group
Vermont
$246K -$9.93M -173,159 -98%
OFG
183
Omega Financial Group
California
$244K +$232K +4,049 New
MA
184
MONECO Advisors
Connecticut
$242K +$3.33K +58 +1%
CG
185
Colony Group
Massachusetts
$242K +$230K +4,011 New
MA
186
Mutual Advisors
Nebraska
$241K +$229K +3,994 New
KA
187
Kovack Advisors
Florida
$237K -$21.7K -379 -9%
GIA
188
Gladstone Institutional Advisory
Florida
$237K +$225K +3,921 New
SWM
189
SeaCrest Wealth Management
New York
$232K +$115 +2 +0.1%
CPIA
190
Cornell Pochily Investment Advisors
New York
$232K +$221K +3,851 New
CAL
191
Capital Analysts LLC
Pennsylvania
$228K
IA
192
IFP Advisors
Florida
$227K -$2.02M -35,209 -90%
MFG
193
Merit Financial Group
Georgia
$222K -$1.15K -20 -1%
I
194
IberiaBank
Louisiana
$222K +$211K +3,676 New
FCCM
195
First City Capital Management
Georgia
$221K +$210K +3,666 New
WSFS
196
Wilmington Savings Fund Society
Delaware
$217K +$207K +3,600 New
BC
197
Brinker Capital
Pennsylvania
$209K +$199K +3,473 New
SMFS
198
Squar Milner Financial Services
California
$202K
MA
199
MUFG Americas
New York
$202K +$192K +3,352 New
AIM
200
Advantage Investment Management
Iowa
$196K +$11.4K +199 +7%

IUSG Hedge Fund Activity: Q1 2019 in Review

257 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q1 2019, worth a combined $4.06B — up 15% from $3.52B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new IUSG positions and 35 closed out — a net gain of 8 holders — while 93 added to existing stakes and 70 trimmed.

The largest buyer was Bank of America, adding an estimated $40.9M. The largest seller was ClearBridge Investments, cutting an estimated $87.9M.

  • 257 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q1 2019, up from 251 in Q4 2018.
  • Funds reported $4.06B of iShares Core S&P US Growth ETF stock for Q1 2019, up 15% quarter-over-quarter.
  • 43 funds opened new iShares Core S&P US Growth ETF positions in Q1 2019 and 35 closed out, a net change of +8 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q1 2019 was Bank of America, an estimated $40.9M added.
  • The largest iShares Core S&P US Growth ETF seller in Q1 2019 was ClearBridge Investments, an estimated $87.9M sold.

Based on aggregated 13F filings for Q1 2019.