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iShares Core S&P US Growth ETF

459 hedge funds and large institutions have $8.12B invested in iShares Core S&P US Growth ETF in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 154 increasing their positions, 140 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,850% more call options, than puts

Call options by funds: $278K | Put options by funds: $4K

168% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 19

10% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 140

10% more capital invested

Capital invested by funds: $7.41B → $8.12B (+$707M)

6% more funds holding

Funds holding: 432459 (+27)

1.51% less ownership

Funds ownership: 70.56%69.05% (-1.5%)

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

Holders
459
Holders Change
+27
Holders Change %
+6.25%
% of All Funds
7.99%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.35%
New
51
Increased
154
Reduced
140
Closed
19
Calls
$278K
Puts
$4K
Net Calls
+$274K
Net Calls Change
+$282K
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
201
Burt Wealth Advisors
Maryland
$765K -$3.76K -39 -0.5%
WC
202
Weil Company
California
$764K
Mercer Global Advisors
203
Mercer Global Advisors
Colorado
$764K +$11.1K +115 +2%
WS
204
Wedbush Securities
California
$745K -$228K -2,361 -24%
9WM
205
9258 Wealth Management
Ohio
$734K
TC
206
Trilogy Capital
California
$724K -$1.52M -15,799 -69%
FF
207
FourThought Financial
Florida
$723K -$38.2K -396 -5%
EIA
208
Eldridge Investment Advisors
New Hampshire
$718K
Bank of Montreal
209
Bank of Montreal
Ontario, Canada
$712K +$498K +5,168 +275%
PFS
210
Prospera Financial Services
Texas
$710K +$43.6K +452 +7%
MAFM
211
Mid Atlantic Financial Management
Pennsylvania
$702K +$51K +529 +8%
OWA
212
Octavia Wealth Advisors
Ohio
$694K -$60K -623 -8%
NCP
213
NexWave Capital Partners
New York
$694K +$867 +9 +0.1%
KW
214
KWB Wealth
California
$682K
BAAM
215
Baker Avenue Asset Management
California
$680K -$62.1K -645 -9%
CWC
216
Carolinas Wealth Consulting
North Carolina
$680K +$482 +5 +0.1%
CRI
217
Colonial River Investments
Virginia
$657K -$13.6K -141 -2%
MPM
218
Meritage Portfolio Management
Kansas
$653K -$50.7K -526 -8%
HFG
219
Heron Financial Group
New York
$651K +$16.9K +175 +3%
IA
220
IFG Advisory
Georgia
$642K -$63.1K -655 -9%
RCAG
221
Rehmann Capital Advisory Group
Michigan
$627K +$20.4K +212 +4%
DSA
222
Droms Strauss Advisors
Missouri
$616K +$1.93K +20 +0.3%
PP
223
Patten & Patten
Tennessee
$614K
SW
224
SVB Wealth
Massachusetts
$613K +$1.64K +17 +0.3%
SL
225
Savior LLC
Massachusetts
$606K

IUSG Hedge Fund Activity: Q2 2021 in Review

459 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q2 2021, worth a combined $8.12B — up 9.5% from $7.41B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new IUSG positions and 19 closed out — a net gain of 32 holders — while 154 added to existing stakes and 140 trimmed.

The largest buyer was Bank of America, adding an estimated $169M. The largest seller was Balentine LLC, cutting an estimated $125M.

  • 459 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q2 2021, up from 432 in Q1 2021.
  • Funds reported $8.12B of iShares Core S&P US Growth ETF stock for Q2 2021, up 9.5% quarter-over-quarter.
  • 51 funds opened new iShares Core S&P US Growth ETF positions in Q2 2021 and 19 closed out, a net change of +32 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q2 2021 was Bank of America, an estimated $169M added.
  • The largest iShares Core S&P US Growth ETF seller in Q2 2021 was Balentine LLC, an estimated $125M sold.

Based on aggregated 13F filings for Q2 2021.