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iShares Core S&P US Growth ETF

272 hedge funds and large institutions have $4.45B invested in iShares Core S&P US Growth ETF in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 108 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

61% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 67

10% more capital invested

Capital invested by funds: $4.06B → $4.45B (+$395M)

6% more funds holding

Funds holding: 257272 (+15)

0.9% less ownership

Funds ownership: 67.69%66.79% (-0.9%)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
272
Holders Change
+15
Holders Change %
+5.84%
% of All Funds
5.91%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.33%
New
37
Increased
108
Reduced
67
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
176
Essex Financial Services
Connecticut
$291K +$286K +4,642 New
HCIA
177
Hochman Cole Investment Advisors
Illinois
$289K
KA
178
Kovack Advisors
Florida
$285K +$37.8K +615 +16%
Susquehanna International Group
179
Susquehanna International Group
Pennsylvania
$284K -$332K -5,391 -54%
VWA
180
V Wealth Advisors
Kansas
$280K +$13.4K +218 +5%
WCG
181
Weaver Consulting Group
California
$279K -$11.9K -193 -4%
MWC
182
MKD Wealth Coaches
Michigan
$279K -$11.6K -188 -4%
RP
183
Riverbridge Partners
Minnesota
$277K -$111K -1,799 -29%
VFA
184
Voya Financial Advisors
Connecticut
$276K -$48.1K -782 -15%
LIM
185
Leavell Investment Management
Alabama
$270K
OFG
186
Omega Financial Group
California
$265K +$11.3K +184 +5%
PFS
187
Prospera Financial Services
Texas
$259K +$249K +4,054 New
GBBWRPM
188
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$259K +$254K +4,133 New
CFSG
189
Community Financial Services Group
Vermont
$256K
Rockefeller Capital Management
190
Rockefeller Capital Management
New York
$253K +$58.1K +944 +30%
BC
191
Brinker Capital
Pennsylvania
$245K +$26.8K +435 +13%
MA
192
MONECO Advisors
Connecticut
$238K -$13.3K -217 -5%
SWM
193
SeaCrest Wealth Management
New York
$238K -$3.26K -53 -1%
CAL
194
Capital Analysts LLC
Pennsylvania
$238K
I
195
IberiaBank
Louisiana
$235K +$4.92K +80 +2%
FCCM
196
First City Capital Management
Georgia
$227K -$2.46K -40 -1%
WSFS
197
Wilmington Savings Fund Society
Delaware
$226K
GWM
198
Geneos Wealth Management
Colorado
$223K -$40K -650 -15%
SMFS
199
Squar Milner Financial Services
California
$211K
MA
200
MUFG Americas
New York
$210K

IUSG Hedge Fund Activity: Q2 2019 in Review

272 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q2 2019, worth a combined $4.45B — up 9.7% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IUSG positions and 17 closed out — a net gain of 20 holders — while 108 added to existing stakes and 67 trimmed.

The largest buyer was Bank of America, adding an estimated $152M. The largest seller was Goldman Sachs, cutting an estimated $24.1M.

  • 272 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q2 2019, up from 257 in Q1 2019.
  • Funds reported $4.45B of iShares Core S&P US Growth ETF stock for Q2 2019, up 9.7% quarter-over-quarter.
  • 37 funds opened new iShares Core S&P US Growth ETF positions in Q2 2019 and 17 closed out, a net change of +20 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q2 2019 was Bank of America, an estimated $152M added.
  • The largest iShares Core S&P US Growth ETF seller in Q2 2019 was Goldman Sachs, an estimated $24.1M sold.

Based on aggregated 13F filings for Q2 2019.