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iShares Core S&P US Growth ETF

459 hedge funds and large institutions have $8.12B invested in iShares Core S&P US Growth ETF in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 154 increasing their positions, 140 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,850% more call options, than puts

Call options by funds: $278K | Put options by funds: $4K

168% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 19

10% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 140

10% more capital invested

Capital invested by funds: $7.41B → $8.12B (+$707M)

6% more funds holding

Funds holding: 432459 (+27)

1.51% less ownership

Funds ownership: 70.56%69.05% (-1.5%)

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

Holders
459
Holders Change
+27
Holders Change %
+6.25%
% of All Funds
7.99%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.35%
New
51
Increased
154
Reduced
140
Closed
19
Calls
$278K
Puts
$4K
Net Calls
+$274K
Net Calls Change
+$282K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$3.14B +$169M +1,752,789 +6%
LPL Financial
2
LPL Financial
California
$1.28B +$25.2M +261,824 +2%
Morgan Stanley
3
Morgan Stanley
New York
$546M -$6.88M -71,430 -1%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$530M -$4.48M -46,446 -0.9%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$220M +$8.48M +88,036 +6%
JMPWA
6
JP Morgan Private Wealth Advisors
California
$138M +$23.3M +241,696 +22%
UBS Group
7
UBS Group
Switzerland
$130M +$2.51M +26,073 +2%
Wells Fargo
8
Wells Fargo
California
$118M +$1.08M +11,165 +1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$112M -$3.01M -31,225 -3%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$100M -$1.23M -12,714 -1%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$84M -$4.35M -45,172 -5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$78.6M +$573K +5,942 +0.8%
DA
13
Doliver Advisors
Texas
$71.5M +$17.9M +185,559 +44%
BlackRock
14
BlackRock
New York
$62.7M -$405K -4,206 -0.7%
RJA
15
Raymond James & Associates
Florida
$62.5M +$2.79M +28,940 +5%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$58.1M -$3.74M -38,793 -6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$58.1M +$3.06M +31,713 +6%
Ameriprise
18
Ameriprise
Minnesota
$48.4M +$1.32M +13,731 +3%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$48.4M -$383K -3,971 -0.8%
Legacy Financial Group (Iowa)
20
Legacy Financial Group (Iowa)
Iowa
$45.8M +$2.94M +30,487 +7%
HighTower Advisors
21
HighTower Advisors
Illinois
$44.2M -$901K -9,350 -2%
Osaic Holdings
22
Osaic Holdings
Arizona
$40.7M +$1.76M +18,254 +5%
BFEC
23
Benjamin F. Edwards & Company
Missouri
$36.3M +$1.38M +14,325 +4%
SSB
24
Sandy Spring Bank
Maryland
$31.9M +$642K +6,665 +2%
UCFA
25
United Capital Financial Advisors
Texas
$30.6M -$930K -9,654 -3%

IUSG Hedge Fund Activity: Q2 2021 in Review

459 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q2 2021, worth a combined $8.12B — up 9.5% from $7.41B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new IUSG positions and 19 closed out — a net gain of 32 holders — while 154 added to existing stakes and 140 trimmed.

The largest buyer was Bank of America, adding an estimated $169M. The largest seller was Balentine LLC, cutting an estimated $125M.

  • 459 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q2 2021, up from 432 in Q1 2021.
  • Funds reported $8.12B of iShares Core S&P US Growth ETF stock for Q2 2021, up 9.5% quarter-over-quarter.
  • 51 funds opened new iShares Core S&P US Growth ETF positions in Q2 2021 and 19 closed out, a net change of +32 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q2 2021 was Bank of America, an estimated $169M added.
  • The largest iShares Core S&P US Growth ETF seller in Q2 2021 was Balentine LLC, an estimated $125M sold.

Based on aggregated 13F filings for Q2 2021.