iShares Core S&P US Growth ETF
IUSG
81 hedge funds and large institutions have $287M invested in iShares Core S&P US Growth ETF in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 6 closing their positions.
333% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 6
84% more capital invested
Capital invested by funds: $156M → $287M (+$131M)
38% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 16
29% more funds holding
Funds holding: 63 → 81 (+18)
23.3% more ownership
Funds ownership: 63.28% → 86.58% (+23%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
+$56.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$25.2M |
| 3 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$22.5M |
| 4 |
Jane Street
New York
|
+$5.78M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$4.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.96M |
| 2 |
JP Morgan Chase
New York
|
-$3.82M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$1.47M |
| 4 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$1.32M |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$1.17M |
IUSG Hedge Fund Activity: Q4 2014 in Review
81 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q4 2014, worth a combined $287M — up 84% from $156M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new IUSG positions and 6 closed out — a net gain of 20 holders — while 22 added to existing stakes and 16 trimmed.
The largest buyer was ClearBridge Investments, adding an estimated $56.1M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $5.96M sold.
- 81 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q4 2014, up from 63 in Q3 2014.
- Funds reported $287M of iShares Core S&P US Growth ETF stock for Q4 2014, up 84% quarter-over-quarter.
- 26 funds opened new iShares Core S&P US Growth ETF positions in Q4 2014 and 6 closed out, a net change of +20 holders.
- The largest iShares Core S&P US Growth ETF buyer in Q4 2014 was ClearBridge Investments, an estimated $56.1M added.
- The largest iShares Core S&P US Growth ETF seller in Q4 2014 was Susquehanna International Group, an estimated $5.96M sold.
Based on aggregated 13F filings for Q4 2014.