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iShares Core S&P US Growth ETF

477 hedge funds and large institutions have $8.48B invested in iShares Core S&P US Growth ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 148 increasing their positions, 135 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,375% more call options, than puts

Call options by funds: $339K | Put options by funds: $4K

100% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 26

20% more funds holding in top 10

Funds holding in top 10: 2024 (+4)

4% more funds holding

Funds holding: 459477 (+18)

10% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 135

4% more capital invested

Capital invested by funds: $8.12B → $8.48B (+$357M)

0.6% more ownership

Funds ownership: 69.05%69.65% (+0.6%)

Holders
477
Holders Change
+18
Holders Change %
+3.92%
% of All Funds
8.35%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.42%
New
52
Increased
148
Reduced
135
Closed
26
Calls
$339K
Puts
$4K
Net Calls
+$335K
Net Calls Change
+$61K
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
176
Lincoln National Corp
Pennsylvania
$1.1M -$12.7K -120 -1%
TSS
177
Two Sigma Securities
New York
$1.07M +$1.1M +10,439 New
HSWM
178
Hubbell Strickland Wealth Management
Louisiana
$1.06M -$9.61K -91 -0.9%
Lido Advisors
179
Lido Advisors
California
$1.04M -$59.9K -567 -5%
TPWA
180
TRUE Private Wealth Advisors
Oregon
$1.04M -$2.96K -28 -0.3%
TPW
181
TL Private Wealth
Texas
$1.04M -$20.4K -193 -2%
BCI
182
Brinker Capital Investments
Pennsylvania
$1.01M
Bank of New York Mellon
183
Bank of New York Mellon
New York
$987K -$1.37K -13 -0.1%
WMP
184
Wealth Management Partners
Arizona
$974K -$20.6K -195 -2%
SPIA
185
Steward Partners Investment Advisory
New York
$963K +$107K +1,014 +12%
CPIA
186
Cornell Pochily Investment Advisors
New York
$953K +$64.8K +613 +7%
FNBOH
187
First National Bank of Hutchinson
Kansas
$938K -$10K -95 -1%
Prudential Financial
188
Prudential Financial
New Jersey
$915K +$25.2K +239 +3%
HI
189
Harbour Investments
Wisconsin
$909K +$24.3K +230 +3%
SF
190
Symphony Financial
Texas
$899K +$65.5K +620 +8%
WT
191
Whittier Trust
California
$888K
FFN
192
Focus Financial Network
Minnesota
$878K +$26.3K +249 +3%
Mercer Global Advisors
193
Mercer Global Advisors
Colorado
$875K +$103K +977 +13%
KPCM
194
Kings Point Capital Management
New York
$866K
VFM
195
Vivid Financial Management
California
$863K +$17.3K +164 +2%
XF
196
XML Financial
Maryland
$862K
ASBI
197
American State Bank (Iowa)
Iowa
$859K
AL
198
Aspiriant LLC
California
$845K
VFIC
199
Valley Forge Investment Consultants
Pennsylvania
$844K
AMG
200
Asset Management Group
Connecticut
$834K -$25K -237 -3%

IUSG Hedge Fund Activity: Q3 2021 in Review

477 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q3 2021, worth a combined $8.48B — up 4.4% from $8.12B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IUSG positions and 26 closed out — a net gain of 26 holders — while 148 added to existing stakes and 135 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $49.5M. The largest seller was Bank of America, cutting an estimated $28.9M.

  • 477 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q3 2021, up from 459 in Q2 2021.
  • Funds reported $8.48B of iShares Core S&P US Growth ETF stock for Q3 2021, up 4.4% quarter-over-quarter.
  • 52 funds opened new iShares Core S&P US Growth ETF positions in Q3 2021 and 26 closed out, a net change of +26 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q3 2021 was AE Wealth Management, an estimated $49.5M added.
  • The largest iShares Core S&P US Growth ETF seller in Q3 2021 was Bank of America, an estimated $28.9M sold.

Based on aggregated 13F filings for Q3 2021.