iShares Core S&P US Growth ETF
IUSG
216 hedge funds and large institutions have $2.98B invested in iShares Core S&P US Growth ETF in 2018 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 99 increasing their positions, 42 reducing their positions, and 10 closing their positions.
200% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 10
136% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 42
29% more capital invested
Capital invested by funds: $2.31B → $2.98B (+$663M)
9% more funds holding
Funds holding: 198 → 216 (+18)
3.66% more ownership
Funds ownership: 62.73% → 66.39% (+3.7%)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$266M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$166M |
| 3 |
LPL Financial
San Diego,
California
|
+$38.7M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$18.4M |
| 5 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$16.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$23.2M |
| 2 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$6.04M |
| 3 |
AIM
Advantage Investment Management
Cedar Rapids,
Iowa
|
-$1.71M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.61M |
| 5 |
TA
Townsend & Associates
Westminster,
Colorado
|
-$1.22M |
IUSG Hedge Fund Activity: Q2 2018 in Review
216 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q2 2018, worth a combined $2.98B — up 29% from $2.31B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new IUSG positions and 10 closed out — a net gain of 20 holders — while 99 added to existing stakes and 42 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $266M. The largest seller was Morgan Stanley, cutting an estimated $23.2M.
- 216 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q2 2018, up from 198 in Q1 2018.
- Funds reported $2.98B of iShares Core S&P US Growth ETF stock for Q2 2018, up 29% quarter-over-quarter.
- 30 funds opened new iShares Core S&P US Growth ETF positions in Q2 2018 and 10 closed out, a net change of +20 holders.
- The largest iShares Core S&P US Growth ETF buyer in Q2 2018 was Jones Financial Companies, an estimated $266M added.
- The largest iShares Core S&P US Growth ETF seller in Q2 2018 was Morgan Stanley, an estimated $23.2M sold.
Based on aggregated 13F filings for Q2 2018.