iShares Core S&P US Growth ETF
IUSG
105 hedge funds and large institutions have $362M invested in iShares Core S&P US Growth ETF in 2016 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 5 closing their positions.
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
15% more capital invested
Capital invested by funds: $315M → $362M (+$47M)
8% more funds holding
Funds holding: 97 → 105 (+8)
3% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 32
35.54% less ownership
Funds ownership: 72.82% → 37.29% (-36%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$18.7M |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$6.7M |
| 3 |
Morgan Stanley
New York
|
+$5.21M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.58M |
| 5 |
SG Americas Securities
New York
|
+$2.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.08M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$2.47M |
| 3 |
GF
Gerstein Fisher
New York
|
-$1.52M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.3M |
| 5 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$1.19M |
IUSG Hedge Fund Activity: Q3 2016 in Review
105 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q3 2016, worth a combined $362M — up 15% from $315M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IUSG positions and 5 closed out — a net gain of 9 holders — while 33 added to existing stakes and 32 trimmed.
The largest buyer was Wells Fargo, adding an estimated $18.7M. The largest seller was Susquehanna International Group, cutting an estimated $3.08M.
- 105 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q3 2016, up from 97 in Q2 2016.
- Funds reported $362M of iShares Core S&P US Growth ETF stock for Q3 2016, up 15% quarter-over-quarter.
- 14 funds opened new iShares Core S&P US Growth ETF positions in Q3 2016 and 5 closed out, a net change of +9 holders.
- The largest iShares Core S&P US Growth ETF buyer in Q3 2016 was Wells Fargo, an estimated $18.7M added.
- The largest iShares Core S&P US Growth ETF seller in Q3 2016 was Susquehanna International Group, an estimated $3.08M sold.
Based on aggregated 13F filings for Q3 2016.