iShares Core S&P US Growth ETF
IUSG
117 hedge funds and large institutions have $562M invested in iShares Core S&P US Growth ETF in 2016 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 17 reducing their positions, and 8 closing their positions.
188% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 8
171% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 17
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
58% more capital invested
Capital invested by funds: $356M → $562M (+$206M)
13% more funds holding
Funds holding: 104 → 117 (+13)
5.83% more ownership
Funds ownership: 36.69% → 42.52% (+5.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$66.7M |
| 2 |
ClearBridge Investments
New York
|
+$30.1M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$23.3M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$7.63M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$6.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$3.86M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$2.15M |
| 3 |
SLF
Sun Life Financial
Toronto,
Ontario, Canada
|
-$1.61M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.15M |
| 5 |
HCM
Hollencrest Capital Management
Newport Beach,
California
|
-$963K |
IUSG Hedge Fund Activity: Q4 2016 in Review
117 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q4 2016, worth a combined $562M — up 58% from $356M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new IUSG positions and 8 closed out — a net gain of 15 holders — while 46 added to existing stakes and 17 trimmed.
The largest buyer was Bank of America, adding an estimated $66.7M. The largest seller was Private Advisor Group, cutting an estimated $3.86M.
- 117 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q4 2016, up from 104 in Q3 2016.
- Funds reported $562M of iShares Core S&P US Growth ETF stock for Q4 2016, up 58% quarter-over-quarter.
- 23 funds opened new iShares Core S&P US Growth ETF positions in Q4 2016 and 8 closed out, a net change of +15 holders.
- The largest iShares Core S&P US Growth ETF buyer in Q4 2016 was Bank of America, an estimated $66.7M added.
- The largest iShares Core S&P US Growth ETF seller in Q4 2016 was Private Advisor Group, an estimated $3.86M sold.
Based on aggregated 13F filings for Q4 2016.