We are live on ! Find out more
IUSG icon

iShares Core S&P US Growth ETF

459 hedge funds and large institutions have $8.12B invested in iShares Core S&P US Growth ETF in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 154 increasing their positions, 140 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,850% more call options, than puts

Call options by funds: $278K | Put options by funds: $4K

168% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 19

10% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 140

10% more capital invested

Capital invested by funds: $7.41B → $8.12B (+$707M)

6% more funds holding

Funds holding: 432459 (+27)

1.51% less ownership

Funds ownership: 70.56%69.05% (-1.5%)

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

Holders
459
Holders Change
+27
Holders Change %
+6.25%
% of All Funds
7.99%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.35%
New
51
Increased
154
Reduced
140
Closed
19
Calls
$278K
Puts
$4K
Net Calls
+$274K
Net Calls Change
+$282K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
176
Citigroup
New York
$949K -$163K -1,687 -15%
WA
177
Wealth Alliance
New York
$948K -$316K -3,277 -26%
FNBOH
178
First National Bank of Hutchinson
Kansas
$934K -$9.15K -95 -1%
CP
179
Castleview Partners
Texas
$921K +$879K +9,123 New
CPIA
180
Cornell Pochily Investment Advisors
New York
$877K +$38K +394 +5%
WT
181
Whittier Trust
California
$875K
HI
182
Harbour Investments
Wisconsin
$873K -$50.6K -525 -6%
KPCM
183
Kings Point Capital Management
New York
$854K +$719K +7,457 +746%
F
184
F3Logic
Minnesota
$852K -$117K -1,215 -13%
XF
185
XML Financial
Maryland
$850K
AMG
186
Asset Management Group
Connecticut
$847K -$7.71K -80 -0.9%
SPIA
187
Steward Partners Investment Advisory
New York
$847K +$129K +1,342 +19%
ASBI
188
American State Bank (Iowa)
Iowa
$847K -$5.78K -60 -0.7%
FFN
189
Focus Financial Network
Minnesota
$841K +$117K +1,212 +17%
Prudential Financial
190
Prudential Financial
New Jersey
$840K +$368K +3,818 +85%
VFM
191
Vivid Financial Management
California
$835K +$16.1K +167 +2%
IAN
192
Integrated Advisors Network
Texas
$833K -$17.2K -178 -2%
AL
193
Aspiriant LLC
California
$833K
VFIC
194
Valley Forge Investment Consultants
Pennsylvania
$833K +$111K +1,157 +16%
OC
195
Oppenheimer & Co
New York
$830K -$675 -7 -0.1%
UWPG
196
Ullmann Wealth Partners Group
Florida
$822K +$96 +1 +0%
SF
197
Symphony Financial
Texas
$815K -$429K -4,447 -35%
PJSIMP
198
P.J. Schmidt Investment Management (PJS)
Wisconsin
$782K
FI
199
Financial Insights
Washington
$775K +$73.9K +767 New
EFS
200
Essex Financial Services
Connecticut
$769K

IUSG Hedge Fund Activity: Q2 2021 in Review

459 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q2 2021, worth a combined $8.12B — up 9.5% from $7.41B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new IUSG positions and 19 closed out — a net gain of 32 holders — while 154 added to existing stakes and 140 trimmed.

The largest buyer was Bank of America, adding an estimated $169M. The largest seller was Balentine LLC, cutting an estimated $125M.

  • 459 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q2 2021, up from 432 in Q1 2021.
  • Funds reported $8.12B of iShares Core S&P US Growth ETF stock for Q2 2021, up 9.5% quarter-over-quarter.
  • 51 funds opened new iShares Core S&P US Growth ETF positions in Q2 2021 and 19 closed out, a net change of +32 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q2 2021 was Bank of America, an estimated $169M added.
  • The largest iShares Core S&P US Growth ETF seller in Q2 2021 was Balentine LLC, an estimated $125M sold.

Based on aggregated 13F filings for Q2 2021.