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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
CA
201
Claro Advisors
Massachusetts
$210K +$206K +3,353 New
GP
202
Geneva Partners
Wisconsin
$209K +$205K +3,328 New
KLI
203
Kelman-Lazarov Inc
Tennessee
$206K +$202K +3,281 New
VA
204
Valmark Advisers
Ohio
$205K +$202K +3,277 New
SI
205
Stephens Inc
Arkansas
$202K +$198K +3,225 New
BF
206
BOK Financial
Oklahoma
$201K +$197K +3,200 New
LJAC
207
L.J. Altfest & Co
New York
$201K +$197K +3,200 New
BBHC
208
Brown Brothers Harriman & Co
New York
$188K
AIM
209
Advantage Investment Management
Iowa
$182K -$20.8K -338 -10%
FHA
210
Flagship Harbor Advisors
Massachusetts
$173K +$15.9K +258 +10%
CFB
211
Cullen/Frost Bankers
Texas
$165K +$23.8K +387 +17%
UBS AM
212
UBS AM
Illinois
$156K -$20.5K -333 -12%
SF
213
Synovus Financial
Georgia
$133K +$3.57K +58 +3%
IA
214
IndexIQ Advisors
New York
$131K +$68K +1,106 +114%
MAU
215
MRA Associates USA
Arizona
$118K +$116K +1,883 New
PCG
216
Private Capital Group
Connecticut
$114K
BCI
217
Brinker Capital Investments
Pennsylvania
$104K +$102K +1,660 New
MMG
218
Monetary Management Group
Missouri
$103K
ETI
219
Enterprise Trust & Investment
California
$94K +$92.3K +1,500 New
PA
220
Parallel Advisors
California
$84K +$185 +3 +0.2%
AF
221
Advisornet Financial
Minnesota
$75K
EIP
222
Ellis Investment Partners
Pennsylvania
$69K +$67.7K +1,100 New
CB
223
CNB Bank
Pennsylvania
$60K
AAP
224
Arax Advisory Partners
Colorado
$59K +$57.5K +935 New
TFS
225
TrustCore Financial Services
Tennessee
$57K

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.