iShares Core S&P US Growth ETF
IUSG
63 hedge funds and large institutions have $156M invested in iShares Core S&P US Growth ETF in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 7 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 18
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $161M → $156M (-$5.07M)
3% less funds holding
Funds holding: 65 → 63 (-2)
4.84% less ownership
Funds ownership: 68.11% → 63.28% (-4.8%)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.53M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$1.13M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$904K |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$758K |
| 5 |
ClearBridge Investments
New York
|
+$699K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
Placemark Investments
Chicago,
Illinois
|
-$2.39M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$2.06M |
| 3 |
William Blair & Company
Chicago,
Illinois
|
-$2M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.85M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.16M |
IUSG Hedge Fund Activity: Q3 2014 in Review
63 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q3 2014, worth a combined $156M — down 3.1% from $161M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of IUSG and 6 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 20 added.
The largest buyer was LPL Financial, adding an estimated $1.53M. The largest seller was Placemark Investments, exiting entirely with an estimated $2.39M sold.
- 63 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q3 2014, down from 65 in Q2 2014.
- Funds reported $156M of iShares Core S&P US Growth ETF stock for Q3 2014, down 3.1% quarter-over-quarter.
- 6 funds opened new iShares Core S&P US Growth ETF positions in Q3 2014 and 7 closed out, a net change of -1 holder.
- The largest iShares Core S&P US Growth ETF buyer in Q3 2014 was LPL Financial, an estimated $1.53M added.
- The largest iShares Core S&P US Growth ETF seller in Q3 2014 was Placemark Investments, an estimated $2.39M sold.
Based on aggregated 13F filings for Q3 2014.