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iShares Core S&P US Growth ETF

367 hedge funds and large institutions have $6.32B invested in iShares Core S&P US Growth ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 122 increasing their positions, 133 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 30

26% more capital invested

Capital invested by funds: $5B → $6.32B (+$1.32B)

4% more funds holding

Funds holding: 353367 (+14)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

8% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 133

1.02% less ownership

Funds ownership: 72.7%71.68% (-1%)

Holders
367
Holders Change
+14
Holders Change %
+3.97%
% of All Funds
7.53%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
47
Increased
122
Reduced
133
Closed
30
Calls
$11K
Puts
Net Calls
+$11K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.47B +$153M +2,301,001 +7%
LPL Financial
2
LPL Financial
California
$961M -$27.6M -415,020 -3%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$439M +$1.49M +22,483 +0.4%
Morgan Stanley
4
Morgan Stanley
New York
$300M -$8.21M -123,603 -3%
UBS Group
5
UBS Group
Switzerland
$235M -$60M -902,324 -22%
BL
6
Balentine LLC
Georgia
$97.3M -$36.1M -543,404 -29%
PPA
7
Parametric Portfolio Associates
Washington
$97.2M -$36.2M -544,424 -29%
ECM
8
ETrade Capital Management
Virginia
$87.7M -$6.87M -103,471 -8%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$84.4M +$1.46M +21,940 +2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$83M +$508K +7,653 +0.7%
Wells Fargo
11
Wells Fargo
California
$68M -$2.26M -34,003 -3%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$67M +$8.07M +121,503 +15%
JMPWA
13
JP Morgan Private Wealth Advisors
California
$66.7M +$5.68M +85,464 +10%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$58.8M
RJFSA
15
Raymond James Financial Services Advisors
Florida
$55.9M +$1.23M +18,438 +2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$55.4M +$7.91M +119,079 +18%
BlackRock
17
BlackRock
New York
$48.3M +$1.21M +18,154 +3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$40.8M +$28.3M +425,741 +301%
HighTower Advisors
19
HighTower Advisors
Illinois
$38.8M +$1.11M +16,683 +3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$38.6M -$1.11M -16,770 -3%
Ameriprise
21
Ameriprise
Minnesota
$37.8M -$6.94M -104,493 -17%
F
22
F3Logic
Minnesota
$36.9M -$118K -1,770 -0.3%
PSUF
23
People's United Financial
Connecticut
$35.9M +$4.66M +70,196 +16%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$31.9M +$4.79M +72,061 +19%
RJA
25
Raymond James & Associates
Florida
$31.7M -$4.66M -70,123 -14%

IUSG Hedge Fund Activity: Q2 2020 in Review

367 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q2 2020, worth a combined $6.32B — up 26% from $5B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IUSG positions and 30 closed out — a net gain of 17 holders — while 122 added to existing stakes and 133 trimmed.

The largest buyer was Bank of America, adding an estimated $153M. The largest seller was UBS Group, cutting an estimated $60M.

  • 367 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q2 2020, up from 353 in Q1 2020.
  • Funds reported $6.32B of iShares Core S&P US Growth ETF stock for Q2 2020, up 26% quarter-over-quarter.
  • 47 funds opened new iShares Core S&P US Growth ETF positions in Q2 2020 and 30 closed out, a net change of +17 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q2 2020 was Bank of America, an estimated $153M added.
  • The largest iShares Core S&P US Growth ETF seller in Q2 2020 was UBS Group, an estimated $60M sold.

Based on aggregated 13F filings for Q2 2020.