iShares Core S&P US Growth ETF
IUSG
65 hedge funds and large institutions have $161M invested in iShares Core S&P US Growth ETF in 2014 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 5 closing their positions.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
22% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 18
12% more funds holding
Funds holding: 58 → 65 (+7)
8.97% more ownership
Funds ownership: 59.14% → 68.11% (+9%)
5% less capital invested
Capital invested by funds: $169M → $161M (-$7.65M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$1.43M |
| 2 |
PI
Placemark Investments
Chicago,
Illinois
|
+$1.41M |
| 3 |
William Blair & Company
Chicago,
Illinois
|
+$1.23M |
| 4 |
TH
Timber Hill
Greenwich,
Connecticut
|
+$835K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
+$815K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hollencrest Capital Management
Newport Beach,
California
|
-$19.3M |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
-$1.77M |
| 3 |
Jane Street
New York
|
-$1.59M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$822K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$630K |
IUSG Hedge Fund Activity: Q2 2014 in Review
65 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q2 2014, worth a combined $161M — down 4.5% from $169M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IUSG positions and 5 closed out — a net gain of 7 holders — while 22 added to existing stakes and 18 trimmed.
The largest buyer was Stifel Financial, opening a new position worth an estimated $1.43M. The largest seller was Hollencrest Capital Management, exiting entirely with an estimated $19.3M sold.
- 65 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q2 2014, up from 58 in Q1 2014.
- Funds reported $161M of iShares Core S&P US Growth ETF stock for Q2 2014, down 4.5% quarter-over-quarter.
- 12 funds opened new iShares Core S&P US Growth ETF positions in Q2 2014 and 5 closed out, a net change of +7 holders.
- The largest iShares Core S&P US Growth ETF buyer in Q2 2014 was Stifel Financial, an estimated $1.43M added.
- The largest iShares Core S&P US Growth ETF seller in Q2 2014 was Hollencrest Capital Management, an estimated $19.3M sold.
Based on aggregated 13F filings for Q2 2014.