iShares Core S&P US Growth ETF
IUSG
198 hedge funds and large institutions have $2.31B invested in iShares Core S&P US Growth ETF in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 86 increasing their positions, 50 reducing their positions, and 15 closing their positions.
87% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 15
72% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 50
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
8% more capital invested
Capital invested by funds: $2.14B → $2.31B (+$174M)
6% more funds holding
Funds holding: 187 → 198 (+11)
9.36% less ownership
Funds ownership: 72.09% → 62.73% (-9.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$114M |
| 2 |
LPL Financial
San Diego,
California
|
+$41.1M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$15M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.8M |
| 5 |
Jane Street
New York
|
+$5.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
-$31.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$28.7M |
| 3 |
TSS
Two Sigma Securities
New York
|
-$14M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$8.47M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$4.55M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$640K | -11,906 | Closed |
|
|
FNT
202
First National Trust
Hermitage,
Pennsylvania
| – | -$571K | -10,627 | Closed |
|
203
M&T Bank
Buffalo,
New York
| – | -$471K | -8,769 | Closed |
|
|
STA
204
Summit Trail Advisors
New York
| – | -$278K | -5,166 | Closed |
|
|
PAMG
205
Patton Albertson Miller Group
Chattanooga,
Tennessee
| – | -$225K | -4,190 | Closed |
|
206
SG Americas Securities
New York
| – | -$103K | -1,924 | Closed |
|
|
KJWM
207
Kiley Juergens Wealth Management
Olympia,
Washington
| – | -$53K | -1,000 | Closed |
|
|
PCIA
208
Prime Capital Investment Advisors
Overland Park,
Kansas
| – | -$45K | -841 | Closed |
|
|
BL
209
Balentine LLC
Atlanta,
Georgia
| – | -$43K | -800 | Closed |
|
|
LCM
210
Liberty Capital Management
Birmingham,
Michigan
| – | -$40K | -718 | Closed |
|
|
VIA
211
Vantage Investment Advisors
State College,
Pennsylvania
| – | -$18K | -334 | Closed |
|
212
SEI Investments
Oaks,
Pennsylvania
| – | -$6K | -112 | Closed |
|
IUSG Hedge Fund Activity: Q1 2018 in Review
198 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q1 2018, worth a combined $2.31B — up 8.2% from $2.14B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new IUSG positions and 15 closed out — a net gain of 13 holders — while 86 added to existing stakes and 50 trimmed.
The largest buyer was Bank of America, adding an estimated $114M. The largest seller was ClearBridge Investments, cutting an estimated $31.7M.
- 198 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q1 2018, up from 187 in Q4 2017.
- Funds reported $2.31B of iShares Core S&P US Growth ETF stock for Q1 2018, up 8.2% quarter-over-quarter.
- 28 funds opened new iShares Core S&P US Growth ETF positions in Q1 2018 and 15 closed out, a net change of +13 holders.
- The largest iShares Core S&P US Growth ETF buyer in Q1 2018 was Bank of America, an estimated $114M added.
- The largest iShares Core S&P US Growth ETF seller in Q1 2018 was ClearBridge Investments, an estimated $31.7M sold.
Based on aggregated 13F filings for Q1 2018.