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iShares Core S&P US Growth ETF

432 hedge funds and large institutions have $7.41B invested in iShares Core S&P US Growth ETF in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 124 increasing their positions, 158 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

2% more funds holding

Funds holding: 423432 (+9)

0.29% more ownership

Funds ownership: 70.27%70.56% (+0.29%)

0% less capital invested

Capital invested by funds: $7.42B → $7.41B (-$2.14M)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

22% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 158

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $8K

Holders
432
Holders Change
+9
Holders Change %
+2.13%
% of All Funds
7.59%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.4%
New
47
Increased
124
Reduced
158
Closed
31
Calls
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$10K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.66B -$125M -1,384,323 -5%
LPL Financial
2
LPL Financial
California
$1.12B +$13.8M +153,439 +1%
Morgan Stanley
3
Morgan Stanley
New York
$498M +$28.4M +314,985 +6%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$482M -$17.6M -195,255 -4%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$185M +$6.67M +73,980 +5%
BL
6
Balentine LLC
Georgia
$118M -$3.34M -37,075 -3%
PPA
7
Parametric Portfolio Associates
Washington
$116M -$5.04M -55,912 -4%
UBS Group
8
UBS Group
Switzerland
$114M -$11.7M -130,254 -9%
Wells Fargo
9
Wells Fargo
California
$106M -$13.7M -152,174 -12%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$104M +$2.55M +28,311 +3%
JMPWA
11
JP Morgan Private Wealth Advisors
California
$102M +$1.7M +18,815 +2%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$91.1M -$3.2M -35,508 -3%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$79.6M -$1.15M -12,791 -1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$70.1M -$735K -8,152 -1%
TVAMP
15
Tennessee Valley Asset Management Partners
Tennessee
$60.7M -$4.88M -54,136 -7%
BlackRock
16
BlackRock
New York
$56.7M +$2.69M +29,895 +5%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$55.8M +$396K +4,389 +0.7%
RJA
18
Raymond James & Associates
Florida
$53.5M +$1.28M +14,257 +2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$49.3M -$182K -2,025 -0.4%
AWM
20
AE Wealth Management
Kansas
$44M +$25.2M +279,408 +136%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$43.9M +$1.35M +14,963 +3%
Ameriprise
22
Ameriprise
Minnesota
$42.3M -$4.29M -47,588 -9%
HighTower Advisors
23
HighTower Advisors
Illinois
$40.6M -$7.2M -79,913 -15%
Legacy Financial Group (Iowa)
24
Legacy Financial Group (Iowa)
Iowa
$38.4M +$538K +5,967 +1%
DA
25
Doliver Advisors
Texas
$38.1M +$2.72M +30,228 +8%

IUSG Hedge Fund Activity: Q1 2021 in Review

432 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q1 2021, worth a combined $7.41B — down 0.03% from $7.42B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IUSG positions and 31 closed out — a net gain of 16 holders — while 124 added to existing stakes and 158 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $28.4M. The largest seller was Bank of America, cutting an estimated $125M.

  • 432 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q1 2021, up from 423 in Q4 2020.
  • Funds reported $7.41B of iShares Core S&P US Growth ETF stock for Q1 2021, down 0.03% quarter-over-quarter.
  • 47 funds opened new iShares Core S&P US Growth ETF positions in Q1 2021 and 31 closed out, a net change of +16 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q1 2021 was Morgan Stanley, an estimated $28.4M added.
  • The largest iShares Core S&P US Growth ETF seller in Q1 2021 was Bank of America, an estimated $125M sold.

Based on aggregated 13F filings for Q1 2021.