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iShares Core S&P US Growth ETF

187 hedge funds and large institutions have $2.14B invested in iShares Core S&P US Growth ETF in 2017 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 79 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

525% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 8

193% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 27

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

36% more capital invested

Capital invested by funds: $1.58B → $2.14B (+$560M)

28% more funds holding

Funds holding: 146187 (+41)

12.96% more ownership

Funds ownership: 59.13%72.09% (+13%)

Holders
187
Holders Change
+41
Holders Change %
+28.08%
% of All Funds
4.24%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
50
Increased
79
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$543M +$159M +3,025,433 +43%
LPL Financial
2
LPL Financial
California
$490M +$44.3M +842,519 +10%
UBS Group
3
UBS Group
Switzerland
$198M +$4.89M +92,943 +3%
Morgan Stanley
4
Morgan Stanley
New York
$94.8M +$7.08M +134,565 +8%
Wells Fargo
5
Wells Fargo
California
$86.3M +$28M +532,565 +50%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$78.7M +$7.73M +146,958 +11%
AC
7
Alleghany Corporation
New York
$78.5M +$76.8M +1,460,000 New
Fidelity Investments
8
Fidelity Investments
Massachusetts
$41M -$1.17M -22,308 -3%
HighTower Advisors
9
HighTower Advisors
Illinois
$30.9M -$2.4M -45,546 -7%
ClearBridge Investments
10
ClearBridge Investments
New York
$30.6M +$28.9M +548,585 +2,602%
Ameriprise
11
Ameriprise
Minnesota
$26.9M -$449K -8,535 -2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$25.4M +$8.18M +155,544 +49%
WHG
13
Westwood Holdings Group
Texas
$25.3M +$11M +209,577 +80%
RJA
14
Raymond James & Associates
Florida
$20.4M +$12.5M +237,352 +167%
PAG
15
Private Advisor Group
New Jersey
$19.4M -$14.6M -278,135 -44%
AG
16
Advisor Group
Arizona
$15.6M +$259K +4,928 +2%
GAG
17
GM Advisory Group
New York
$15.5M +$155K +2,948 +1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$14.3M +$1.1M +20,901 +9%
TSS
19
Two Sigma Securities
New York
$14M +$7.18M +136,561 +111%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$13.8M +$2.22M +42,277 +20%
AAMA
21
Advanced Asset Management Advisors
Ohio
$12.9M +$12.6M +239,600 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$12.2M +$1.96M +37,353 +20%
CFSG
23
Community Financial Services Group
Vermont
$11.4M +$245K +4,651 +2%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$9.65M +$191K +3,632 +2%
IWC
25
Integrated Wealth Concepts
Massachusetts
$9.58M +$9.07M +172,473 New

IUSG Hedge Fund Activity: Q4 2017 in Review

187 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q4 2017, worth a combined $2.14B — up 36% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IUSG positions and 8 closed out — a net gain of 42 holders — while 79 added to existing stakes and 27 trimmed.

The largest buyer was Bank of America, adding an estimated $159M. The largest seller was Private Advisor Group, cutting an estimated $14.6M.

  • 187 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q4 2017, up from 146 in Q3 2017.
  • Funds reported $2.14B of iShares Core S&P US Growth ETF stock for Q4 2017, up 36% quarter-over-quarter.
  • 50 funds opened new iShares Core S&P US Growth ETF positions in Q4 2017 and 8 closed out, a net change of +42 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q4 2017 was Bank of America, an estimated $159M added.
  • The largest iShares Core S&P US Growth ETF seller in Q4 2017 was Private Advisor Group, an estimated $14.6M sold.

Based on aggregated 13F filings for Q4 2017.