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iShares Core S&P US Growth ETF

272 hedge funds and large institutions have $4.45B invested in iShares Core S&P US Growth ETF in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 108 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

61% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 67

10% more capital invested

Capital invested by funds: $4.06B → $4.45B (+$395M)

6% more funds holding

Funds holding: 257272 (+15)

0.9% less ownership

Funds ownership: 67.69%66.79% (-0.9%)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
272
Holders Change
+15
Holders Change %
+5.84%
% of All Funds
5.91%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.33%
New
37
Increased
108
Reduced
67
Closed
17
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
$1.46B +$152M +2,474,134 +12%
LPL Financial
2
LPL Financial
California
$808M +$25.8M +418,831 +3%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$389M -$16.8M -272,334 -4%
UBS Group
4
UBS Group
Switzerland
$290M -$8.06M -131,026 -3%
Morgan Stanley
5
Morgan Stanley
New York
$163M +$10.3M +167,622 +7%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$143M +$6.37M +103,560 +5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$125M +$14.5M +235,890 +13%
Wells Fargo
8
Wells Fargo
California
$95.3M +$17M +276,437 +22%
ECM
9
ETrade Capital Management
Virginia
$67.2M +$16.1M +262,214 +32%
Ameriprise
10
Ameriprise
Minnesota
$46.2M -$143K -2,325 -0.3%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$43.8M -$385K -6,254 -0.9%
HighTower Advisors
12
HighTower Advisors
Illinois
$36.2M +$333K +5,405 +0.9%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$34.9M +$5.24M +85,248 +18%
JMPWA
14
JP Morgan Private Wealth Advisors
California
$33.1M +$189K +3,077 +0.6%
PAG
15
Private Advisor Group
New Jersey
$32.4M -$20.3M -329,181 -39%
F
16
F3Logic
Minnesota
$29.5M -$3.06M -49,699 -10%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$24.8M +$3.15M +51,279 +15%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$24.5M +$1.32M +21,524 +6%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$21.8M +$1.81M +29,453 +9%
BlackRock
20
BlackRock
New York
$20.6M +$14.9M +242,462 +283%
TVAMP
21
Tennessee Valley Asset Management Partners
Tennessee
$20.1M +$1.58M +25,601 +9%
Stifel Financial
22
Stifel Financial
Missouri
$18.7M -$4.67M -75,882 -20%
SSB
23
Sandy Spring Bank
Maryland
$18.4M +$2.86M +46,535 +19%
DA
24
Doliver Advisors
Texas
$17.7M -$534K -8,679 -3%
RJA
25
Raymond James & Associates
Florida
$16M +$947K +15,400 +6%

IUSG Hedge Fund Activity: Q2 2019 in Review

272 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q2 2019, worth a combined $4.45B — up 9.7% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IUSG positions and 17 closed out — a net gain of 20 holders — while 108 added to existing stakes and 67 trimmed.

The largest buyer was Bank of America, adding an estimated $152M. The largest seller was Goldman Sachs, cutting an estimated $24.1M.

  • 272 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q2 2019, up from 257 in Q1 2019.
  • Funds reported $4.45B of iShares Core S&P US Growth ETF stock for Q2 2019, up 9.7% quarter-over-quarter.
  • 37 funds opened new iShares Core S&P US Growth ETF positions in Q2 2019 and 17 closed out, a net change of +20 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q2 2019 was Bank of America, an estimated $152M added.
  • The largest iShares Core S&P US Growth ETF seller in Q2 2019 was Goldman Sachs, an estimated $24.1M sold.

Based on aggregated 13F filings for Q2 2019.