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iShares Core S&P US Growth ETF

367 hedge funds and large institutions have $6.32B invested in iShares Core S&P US Growth ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 122 increasing their positions, 133 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 30

26% more capital invested

Capital invested by funds: $5B → $6.32B (+$1.32B)

4% more funds holding

Funds holding: 353367 (+14)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

8% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 133

1.02% less ownership

Funds ownership: 72.7%71.68% (-1%)

Holders
367
Holders Change
+14
Holders Change %
+3.97%
% of All Funds
7.53%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
47
Increased
122
Reduced
133
Closed
30
Calls
$11K
Puts
Net Calls
+$11K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
XF
176
XML Financial
Maryland
$605K
OC
177
Oppenheimer & Co
New York
$590K -$864 -13 -0.2%
LW
178
Linscomb Wealth
Texas
$577K -$2.9M -43,581 -84%
BWA
179
Burt Wealth Advisors
Maryland
$564K
TPW
180
TL Private Wealth
Texas
$542K -$50.8K -765 -10%
NWP
181
Northstar Wealth Partners
Connecticut
$538K +$2.66K +40 +0.5%
PJSIMP
182
P.J. Schmidt Investment Management (PJS)
Wisconsin
$532K
9WM
183
9258 Wealth Management
Ohio
$522K -$3.32K -50 -0.7%
EIA
184
Eldridge Investment Advisors
New Hampshire
$511K +$472K +7,106 New
CPIA
185
Cornell Pochily Investment Advisors
New York
$499K +$47.6K +717 +12%
NFG
186
Next Financial Group
Texas
$496K +$107K +1,617 +31%
BC
187
Brinker Capital
Pennsylvania
$495K -$731 -11 -0.2%
NCP
188
NexWave Capital Partners
New York
$490K +$1.2K +18 +0.3%
HFG
189
Heron Financial Group
New York
$490K +$5.71K +86 +1%
Rockefeller Capital Management
190
Rockefeller Capital Management
New York
$490K +$75K +1,129 +20%
PP
191
Patten & Patten
Tennessee
$487K
CS
192
Credit Suisse
Switzerland
$478K -$794K -11,950 -64%
LRIA
193
Leonard Rickey Investment Advisors
Washington
$471K -$6.25K -94 -1%
FPGK
194
Financial Partners Group (Kansas)
Kansas
$469K +$62.7K +944 +17%
TFA
195
Teamwork Financial Advisors
Texas
$467K +$432K +6,499 New
RCAG
196
Rehmann Capital Advisory Group
Michigan
$462K -$24.7K -371 -5%
AL
197
Aspiriant LLC
California
$456K +$95.1K +1,431 +29%
Kayne Anderson Rudnick Investment Management
198
Kayne Anderson Rudnick Investment Management
California
$441K -$9.24K -139 -2%
SL
199
Savior LLC
Massachusetts
$436K +$66 +1 +0%
DSA
200
Droms Strauss Advisors
Missouri
$434K +$1.93K +29 +0.5%

IUSG Hedge Fund Activity: Q2 2020 in Review

367 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q2 2020, worth a combined $6.32B — up 26% from $5B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IUSG positions and 30 closed out — a net gain of 17 holders — while 122 added to existing stakes and 133 trimmed.

The largest buyer was Bank of America, adding an estimated $153M. The largest seller was UBS Group, cutting an estimated $60M.

  • 367 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q2 2020, up from 353 in Q1 2020.
  • Funds reported $6.32B of iShares Core S&P US Growth ETF stock for Q2 2020, up 26% quarter-over-quarter.
  • 47 funds opened new iShares Core S&P US Growth ETF positions in Q2 2020 and 30 closed out, a net change of +17 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q2 2020 was Bank of America, an estimated $153M added.
  • The largest iShares Core S&P US Growth ETF seller in Q2 2020 was UBS Group, an estimated $60M sold.

Based on aggregated 13F filings for Q2 2020.