iShares Core S&P US Growth ETF
IUSG
58 hedge funds and large institutions have $169M invested in iShares Core S&P US Growth ETF in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 13 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
10% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 21
12% less capital invested
Capital invested by funds: $192M → $169M (-$22.8M)
12% less funds holding
Funds holding: 66 → 58 (-8)
62% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.77M |
| 2 |
Jane Street
New York
|
+$1.58M |
| 3 |
HCM
Hollencrest Capital Management
Newport Beach,
California
|
+$1.14M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$586K |
| 5 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$330K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
-$11.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$6.9M |
| 3 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$3.64M |
| 4 |
DS
DRW Securities
Chicago,
Illinois
|
-$1.93M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.48M |
IUSG Hedge Fund Activity: Q1 2014 in Review
58 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q1 2014, worth a combined $169M — down 12% from $192M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of IUSG and 5 opened new positions — a net loss of 8 holders — while 21 trimmed existing stakes and 19 added.
The largest buyer was Susquehanna International Group, adding an estimated $1.77M. The largest seller was ClearBridge Investments, cutting an estimated $11.5M.
- 58 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q1 2014, down from 66 in Q4 2013.
- Funds reported $169M of iShares Core S&P US Growth ETF stock for Q1 2014, down 12% quarter-over-quarter.
- 5 funds opened new iShares Core S&P US Growth ETF positions in Q1 2014 and 13 closed out, a net change of -8 holders.
- The largest iShares Core S&P US Growth ETF buyer in Q1 2014 was Susquehanna International Group, an estimated $1.77M added.
- The largest iShares Core S&P US Growth ETF seller in Q1 2014 was ClearBridge Investments, an estimated $11.5M sold.
Based on aggregated 13F filings for Q1 2014.