iShares Core S&P US Growth ETF
IUSG
71 hedge funds and large institutions have $169M invested in iShares Core S&P US Growth ETF in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 14 closing their positions.
30% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 20
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
12% less funds holding
Funds holding: 81 → 71 (-10)
23.79% less ownership
Funds ownership: 23.79% → 0% (-24%)
64% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 14
85% less capital inflows, than outflows
Capital inflows: $22.1M | Capital outflows: $147M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$9.06M |
| 2 |
Morgan Stanley
New York
|
+$3.15M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.59M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.25M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
-$59.3M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$27M |
| 3 |
Managed Account Advisors
Jersey City,
New Jersey
|
-$23.3M |
| 4 |
Cetera Advisors
Denver,
Colorado
|
-$4.41M |
| 5 |
Goldman Sachs
New York
|
-$4.28M |
IUSG Hedge Fund Activity: Q1 2015 in Review
71 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q1 2015, worth a combined $169M — down 41% from $287M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of IUSG and 5 opened new positions — a net loss of 9 holders — while 20 trimmed existing stakes and 26 added.
The largest buyer was PNC Financial Services Group, adding an estimated $9.06M. The largest seller was ClearBridge Investments, cutting an estimated $59.3M.
- 71 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q1 2015, down from 81 in Q4 2014.
- Funds reported $169M of iShares Core S&P US Growth ETF stock for Q1 2015, down 41% quarter-over-quarter.
- 5 funds opened new iShares Core S&P US Growth ETF positions in Q1 2015 and 14 closed out, a net change of -9 holders.
- The largest iShares Core S&P US Growth ETF buyer in Q1 2015 was PNC Financial Services Group, an estimated $9.06M added.
- The largest iShares Core S&P US Growth ETF seller in Q1 2015 was ClearBridge Investments, an estimated $59.3M sold.
Based on aggregated 13F filings for Q1 2015.