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iShares Core S&P US Growth ETF

257 hedge funds and large institutions have $4.06B invested in iShares Core S&P US Growth ETF in 2019 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 93 increasing their positions, 70 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 70

23% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 35

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

15% more capital invested

Capital invested by funds: $3.52B → $4.06B (+$538M)

2.96% more ownership

Funds ownership: 64.73%67.69% (+3%)

2% more funds holding

Funds holding: 251257 (+6)

Holders
257
Holders Change
+6
Holders Change %
+2.39%
% of All Funds
5.56%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.37%
New
43
Increased
93
Reduced
70
Closed
35
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
$1.25B +$40.9M +713,105 +4%
LPL Financial
2
LPL Financial
California
$752M +$35.8M +624,632 +5%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$391M -$12.1M -211,455 -3%
UBS Group
4
UBS Group
Switzerland
$287M +$29.4M +512,054 +12%
Morgan Stanley
5
Morgan Stanley
New York
$147M +$6.97M +121,454 +5%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$132M +$13.1M +228,941 +12%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$107M +$13.7M +239,609 +16%
Wells Fargo
8
Wells Fargo
California
$75M -$48.2M -839,808 -40%
PAG
9
Private Advisor Group
New Jersey
$51.1M +$17.6M +307,020 +57%
ECM
10
ETrade Capital Management
Virginia
$48.9M +$16M +278,214 +52%
Ameriprise
11
Ameriprise
Minnesota
$44.6M +$1.81M +31,484 +4%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$42.5M -$522K -9,094 -1%
HighTower Advisors
13
HighTower Advisors
Illinois
$34.5M +$4.37M +76,144 +15%
JMPWA
14
JP Morgan Private Wealth Advisors
California
$31.7M +$4.87M +84,958 +19%
F
15
F3Logic
Minnesota
$31.3M +$7.89M +137,506 +36%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$28.4M +$320K +5,572 +1%
Goldman Sachs
17
Goldman Sachs
New York
$26.8M +$13.6M +236,697 +114%
Stifel Financial
18
Stifel Financial
Missouri
$22.6M +$10.9M +190,029 +103%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$22.3M -$51.5K -897 -0.2%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$20.8M -$5.29M -92,256 -21%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$19.2M +$1.5M +26,179 +9%
TVAMP
22
Tennessee Valley Asset Management Partners
Tennessee
$17.8M +$3.04M +53,037 +22%
DA
23
Doliver Advisors
Texas
$17.6M +$6.74M +117,450 +67%
WHG
24
Westwood Holdings Group
Texas
$15.7M -$3.34M -58,192 -18%
SSB
25
Sandy Spring Bank
Maryland
$14.9M +$489K +8,522 +4%

IUSG Hedge Fund Activity: Q1 2019 in Review

257 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q1 2019, worth a combined $4.06B — up 15% from $3.52B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new IUSG positions and 35 closed out — a net gain of 8 holders — while 93 added to existing stakes and 70 trimmed.

The largest buyer was Bank of America, adding an estimated $40.9M. The largest seller was ClearBridge Investments, cutting an estimated $87.9M.

  • 257 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q1 2019, up from 251 in Q4 2018.
  • Funds reported $4.06B of iShares Core S&P US Growth ETF stock for Q1 2019, up 15% quarter-over-quarter.
  • 43 funds opened new iShares Core S&P US Growth ETF positions in Q1 2019 and 35 closed out, a net change of +8 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q1 2019 was Bank of America, an estimated $40.9M added.
  • The largest iShares Core S&P US Growth ETF seller in Q1 2019 was ClearBridge Investments, an estimated $87.9M sold.

Based on aggregated 13F filings for Q1 2019.