iShares Core S&P US Growth ETF
IUSG
353 hedge funds and large institutions have $5B invested in iShares Core S&P US Growth ETF in 2020 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 125 increasing their positions, 118 reducing their positions, and 47 closing their positions.
5.08% more ownership
Funds ownership: 67.61% → 72.7% (+5.1%)
5% more funds holding in top 10
Funds holding in top 10: 20 → 21 (+1)
6% more repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 118
4% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 47
2% less funds holding
Funds holding: 361 → 353 (-8)
6% less capital invested
Capital invested by funds: $5.31B → $5B (-$314M)
75% less call options, than puts
Call options by funds: $1K | Put options by funds: $4K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$349M |
| 2 |
BL
Balentine LLC
Atlanta,
Georgia
|
+$125M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$125M |
| 4 |
Morgan Stanley
New York
|
+$106M |
| 5 |
PSUF
People's United Financial
Bridgeport,
Connecticut
|
+$24.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$59.9M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
-$36.1M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$29.9M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$18.8M |
| 5 |
ClearBridge Investments
New York
|
-$18.8M |
IUSG Hedge Fund Activity: Q1 2020 in Review
353 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q1 2020, worth a combined $5B — down 5.9% from $5.31B a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of IUSG and 45 opened new positions — a net loss of 2 holders — while 118 trimmed existing stakes and 125 added.
The largest buyer was Bank of America, adding an estimated $349M. The largest seller was Wells Fargo, cutting an estimated $59.9M.
- 353 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q1 2020, down from 361 in Q4 2019.
- Funds reported $5B of iShares Core S&P US Growth ETF stock for Q1 2020, down 5.9% quarter-over-quarter.
- 45 funds opened new iShares Core S&P US Growth ETF positions in Q1 2020 and 47 closed out, a net change of -2 holders.
- The largest iShares Core S&P US Growth ETF buyer in Q1 2020 was Bank of America, an estimated $349M added.
- The largest iShares Core S&P US Growth ETF seller in Q1 2020 was Wells Fargo, an estimated $59.9M sold.
Based on aggregated 13F filings for Q1 2020.