iShares Core S&P US Growth ETF
IUSG
460 hedge funds and large institutions have $8.16B 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 20 closing their positions.
6,850% more call options, than puts
Call options by funds: $278K | Put options by funds: $4K
155% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 20
10% more repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 140
6% more funds holding
Funds holding: 434 → 460 (+26)
1.25% less ownership
Funds ownership: 70.32% → 69.08% (-1.2%)
13% less funds holding in top 10
Funds holding in top 10: 23 → 20 (-3)
19% less capital inflows, than outflows
Capital inflows: $330M | Capital outflows: $410M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$169M |
| 2 |
LPL Financial
San Diego,
California
|
+$25.2M |
| 3 |
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$23.3M |
| 4 |
Doliver Advisors
Houston,
Texas
|
+$17.9M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$9.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balentine LLC
Atlanta,
Georgia
|
-$125M |
| 2 |
Parametric Portfolio Associates
Seattle,
Washington
|
-$122M |
| 3 |
AE Wealth Management
Topeka,
Kansas
|
-$37.1M |
| 4 |
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
-$32.6M |
| 5 |
Morgan Stanley
New York
|
-$6.88M |
IUSG Hedge Fund Activity: Q2 2021 in Review
460 of the 5,769 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 $8.16B — up 10% from $7.4B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new IUSG positions and 20 closed out — a net gain of 31 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.
- 460 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q2 2021, up from 434 in Q1 2021.
- Funds reported $8.16B of iShares Core S&P US Growth ETF stock for Q2 2021, up 10% quarter-over-quarter.
- 51 funds opened new iShares Core S&P US Growth ETF positions in Q2 2021 and 20 closed out, a net change of +31 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.