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 22 funds opening new positions, 47 increasing their positions, 17 reducing their positions, and 7 closing their positions.
214% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 7
176% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 17
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
55% more capital invested
Capital invested by funds: $362M → $562M (+$200M)
11% more funds holding
Funds holding: 105 → 117 (+12)
5.23% more ownership
Funds ownership: 37.29% → 42.52% (+5.2%)
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 |
Morgan Stanley
New York
|
+$5.86M |
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 |
Citadel Advisors
Miami,
Florida
|
-$1.15M |
| 4 |
HCM
Hollencrest Capital Management
Newport Beach,
California
|
-$963K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$772K |
IUSG Hedge Fund Activity: Q4 2016 in Review
117 of the 4,008 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 55% from $362M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new IUSG positions and 7 closed out — a net gain of 15 holders — while 47 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 105 in Q3 2016.
- Funds reported $562M of iShares Core S&P US Growth ETF stock for Q4 2016, up 55% quarter-over-quarter.
- 22 funds opened new iShares Core S&P US Growth ETF positions in Q4 2016 and 7 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.