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iShares Core S&P US Growth ETF

432 hedge funds and large institutions have $7.41B invested in iShares Core S&P US Growth ETF in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 124 increasing their positions, 158 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

2% more funds holding

Funds holding: 423432 (+9)

0.29% more ownership

Funds ownership: 70.27%70.56% (+0.29%)

0% less capital invested

Capital invested by funds: $7.42B → $7.41B (-$2.14M)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

22% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 158

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $8K

Holders
432
Holders Change
+9
Holders Change %
+2.13%
% of All Funds
7.59%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.4%
New
47
Increased
124
Reduced
158
Closed
31
Calls
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$10K
Name Holding Trade Value Shares
Change
Change in
Stake
VFM
201
Vivid Financial Management
California
$735K +$3.79K +42 +0.5%
PJSIMP
202
P.J. Schmidt Investment Management (PJS)
Wisconsin
$723K
Bank of New York Mellon
203
Bank of New York Mellon
New York
$703K -$69K -766 -9%
BWA
204
Burt Wealth Advisors
Maryland
$691K
WC
205
Weil Company
California
$687K -$73K -810 -10%
FF
206
FourThought Financial
Florida
$686K -$65K -721 -9%
KW
207
KWB Wealth
California
$682K -$241K -2,672 -26%
OWA
208
Octavia Wealth Advisors
Ohio
$680K -$291K -3,228 -30%
Mercer Global Advisors
209
Mercer Global Advisors
Colorado
$676K +$160K +1,772 +31%
BAAM
210
Baker Avenue Asset Management
California
$670K -$186K -2,064 -22%
9WM
211
9258 Wealth Management
Ohio
$660K
FFN
212
Focus Financial Network
Minnesota
$646K +$641K +7,115 New
EIA
213
Eldridge Investment Advisors
New Hampshire
$645K
VFIC
214
Valley Forge Investment Consultants
Pennsylvania
$644K
SPIA
215
Steward Partners Investment Advisory
New York
$640K +$180K +1,993 +39%
IA
216
IFG Advisory
Georgia
$636K -$247K -2,737 -28%
MPM
217
Meritage Portfolio Management
Kansas
$635K +$162K +1,802 +35%
NCP
218
NexWave Capital Partners
New York
$623K +$1.17K +13 +0.2%
LW
219
Linscomb Wealth
Texas
$613K -$15.4K -171 -2%
CWC
220
Carolinas Wealth Consulting
North Carolina
$611K -$196K -2,172 -24%
CRI
221
Colonial River Investments
Virginia
$604K -$111K -1,232 -16%
PFS
222
Prospera Financial Services
Texas
$597K +$43.7K +485 +8%
CRCM
223
Corbett Road Capital Management
Virginia
$585K -$1.92M -21,353 -77%
UFA
224
US Financial Advisors
Massachusetts
$584K +$343K +3,802 +145%
MAFM
225
Mid Atlantic Financial Management
Pennsylvania
$583K +$47.9K +532 +9%

IUSG Hedge Fund Activity: Q1 2021 in Review

432 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q1 2021, worth a combined $7.41B — down 0.03% from $7.42B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IUSG positions and 31 closed out — a net gain of 16 holders — while 124 added to existing stakes and 158 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $28.4M. The largest seller was Bank of America, cutting an estimated $125M.

  • 432 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q1 2021, up from 423 in Q4 2020.
  • Funds reported $7.41B of iShares Core S&P US Growth ETF stock for Q1 2021, down 0.03% quarter-over-quarter.
  • 47 funds opened new iShares Core S&P US Growth ETF positions in Q1 2021 and 31 closed out, a net change of +16 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q1 2021 was Morgan Stanley, an estimated $28.4M added.
  • The largest iShares Core S&P US Growth ETF seller in Q1 2021 was Bank of America, an estimated $125M sold.

Based on aggregated 13F filings for Q1 2021.