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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
MAFM
201
Mid Atlantic Financial Management
Pennsylvania
$429K +$396K +5,967 New
MWA
202
Meridian Wealth Advisors
Texas
$420K -$63.8K -960 -14%
FI
203
FormulaFolio Investments
Michigan
$413K +$382K +5,742 New
HFA
204
High Falls Advisors
New York
$411K
NF
205
Nikulski Financial
Iowa
$405K
Bank of New York Mellon
206
Bank of New York Mellon
New York
$400K -$6.84K -103 -2%
GP
207
Geneva Partners
Wisconsin
$400K +$370K +5,563 New
GWM
208
Geneos Wealth Management
Colorado
$394K +$19.3K +290 +5%
DJSG
209
D.J. St. Germain
Massachusetts
$393K -$3.32K -50 -0.9%
IFAM
210
Institutional & Family Asset Management
Colorado
$391K -$95.2K -1,433 -21%
IAN
211
Integrated Advisors Network
Texas
$390K -$810K -12,190 -69%
VWA
212
Visionary Wealth Advisors
Illinois
$386K +$16.6K +250 +5%
BFC
213
Bedel Financial Consulting
Indiana
$381K
CM
214
Columbus Macro
Pennsylvania
$375K -$12K -181 -3%
HWA
215
Heritage Wealth Advisors
Virginia
$374K
GG
216
GenWealth Group
New Jersey
$368K -$7.58K -114 -2%
AWM
217
Avior Wealth Management
Nebraska
$366K +$339K +5,103 New
BFA
218
Beaumont Financial Advisors
Massachusetts
$359K +$133 +2 +0%
WCG
219
Weaver Consulting Group
California
$356K +$66.4K +1,000 +25%
IC
220
IEQ Capital
California
$341K +$797 +12 +0.3%
SPIA
221
Steward Partners Investment Advisory
New York
$338K -$12.9K -194 -4%
ACM
222
Armbruster Capital Management
New York
$338K -$6.64K -100 -2%
ASN
223
Advisory Services Network
Georgia
$336K -$22.8K -343 -7%
MWC
224
MKD Wealth Coaches
Michigan
$335K -$62.3K -938 -17%
PFS
225
Prospera Financial Services
Texas
$332K +$66 +1 +0%

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.