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iShares Core S&P US Growth ETF

151 hedge funds and large institutions have $1.34B invested in iShares Core S&P US Growth ETF in 2017 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 28 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

933% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 3

125% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 28

77% more capital invested

Capital invested by funds: $760M → $1.34B (+$582M)

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

21% more funds holding

Funds holding: 125151 (+26)

9.9% more ownership

Funds ownership: 45.83%55.72% (+9.9%)

Holders
151
Holders Change
+26
Holders Change %
+20.8%
% of All Funds
3.76%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
31
Increased
63
Reduced
28
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$345M +$114M +2,397,237 +50%
UBS Group
2
UBS Group
Switzerland
$169M +$145M +3,033,027 +634%
Bank of America
3
Bank of America
North Carolina
$162M +$59.5M +1,246,831 +59%
AC
4
Alleghany Corporation
New York
$138M +$137M +2,871,000 New
Morgan Stanley
5
Morgan Stanley
New York
$68.1M +$22.3M +467,978 +50%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$51.9M +$13.6M +284,695 +36%
Wells Fargo
7
Wells Fargo
California
$48.2M -$18.2M -380,785 -28%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$37.7M -$809K -16,935 -2%
PAG
9
Private Advisor Group
New Jersey
$34.9M +$11.3M +236,894 +49%
HighTower Advisors
10
HighTower Advisors
Illinois
$22.5M +$8.92M +186,834 +67%
Ameriprise
11
Ameriprise
Minnesota
$19.4M +$2.75M +57,517 +17%
GAG
12
GM Advisory Group
New York
$13.6M +$13.5M +282,080 New
AG
13
Advisor Group
Arizona
$13.1M +$1.94M +40,569 +18%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$10.9M +$858K +17,972 +9%
CFSG
15
Community Financial Services Group
Vermont
$9.61M +$121K +2,540 +1%
JMPWA
16
JP Morgan Private Wealth Advisors
California
$8.41M +$1.34M +28,070 +19%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$8.36M +$1.93M +40,429 +30%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$8.22M +$588K +12,308 +8%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$8.22M +$6.88M +144,065 +545%
MWM
20
Mascoma Wealth Management
New Hampshire
$8.05M +$956K +20,020 +14%
WHG
21
Westwood Holdings Group
Texas
$7.58M +$7.51M +157,326 New
HCM
22
Hollencrest Capital Management
California
$7.52M -$695K -14,548 -9%
Jane Street
23
Jane Street
New York
$7.11M -$4.12M -86,337 -37%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$6.87M +$792K +16,595 +13%
SPC
25
Sigma Planning Corp
Michigan
$6.7M +$428K +8,961 +7%

IUSG Hedge Fund Activity: Q2 2017 in Review

151 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q2 2017, worth a combined $1.34B — up 77% from $760M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IUSG positions and 3 closed out — a net gain of 28 holders — while 63 added to existing stakes and 28 trimmed.

The largest buyer was UBS Group, adding an estimated $145M. The largest seller was Wells Fargo, cutting an estimated $18.2M.

  • 151 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q2 2017, up from 125 in Q1 2017.
  • Funds reported $1.34B of iShares Core S&P US Growth ETF stock for Q2 2017, up 77% quarter-over-quarter.
  • 31 funds opened new iShares Core S&P US Growth ETF positions in Q2 2017 and 3 closed out, a net change of +28 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q2 2017 was UBS Group, an estimated $145M added.
  • The largest iShares Core S&P US Growth ETF seller in Q2 2017 was Wells Fargo, an estimated $18.2M sold.

Based on aggregated 13F filings for Q2 2017.