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iShares Core S&P US Growth ETF

477 hedge funds and large institutions have $8.48B invested in iShares Core S&P US Growth ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 148 increasing their positions, 135 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,375% more call options, than puts

Call options by funds: $339K | Put options by funds: $4K

100% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 26

20% more funds holding in top 10

Funds holding in top 10: 2024 (+4)

4% more funds holding

Funds holding: 459477 (+18)

10% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 135

4% more capital invested

Capital invested by funds: $8.12B → $8.48B (+$357M)

0.6% more ownership

Funds ownership: 69.05%69.65% (+0.6%)

Holders
477
Holders Change
+18
Holders Change %
+3.92%
% of All Funds
8.35%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.42%
New
52
Increased
148
Reduced
135
Closed
26
Calls
$339K
Puts
$4K
Net Calls
+$335K
Net Calls Change
+$61K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$3.15B -$28.9M -273,290 -0.9%
LPL Financial
2
LPL Financial
California
$1.32B +$32.8M +310,222 +2%
Morgan Stanley
3
Morgan Stanley
New York
$564M +$10.2M +96,753 +2%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$557M -$10.1M -95,908 -2%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$186M -$23.7K -224 -0%
JMPWA
6
JP Morgan Private Wealth Advisors
California
$164M +$25.4M +240,405 +18%
UBS Group
7
UBS Group
Switzerland
$129M -$2.57M -24,377 -2%
Wells Fargo
8
Wells Fargo
California
$121M +$798K +7,552 +0.6%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$113M -$647K -6,126 -0.6%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$103M +$2M +18,957 +2%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$84.2M -$1.05M -9,937 -1%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$82.6M +$3.02M +28,622 +4%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$69.6M +$42.5M +402,234 +145%
RJA
14
Raymond James & Associates
Florida
$67.8M +$4.62M +43,733 +7%
AWM
15
AE Wealth Management
Kansas
$58.2M +$49.5M +468,520 +469%
DA
16
Doliver Advisors
Texas
$58M -$12.1M -114,936 -19%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$56.6M -$2.37M -22,466 -4%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$52.5M -$6.58M -62,320 -11%
HighTower Advisors
19
HighTower Advisors
Illinois
$50.8M +$6.16M +58,354 +13%
BlackRock
20
BlackRock
New York
$50.7M -$13.2M -125,365 -20%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$49.7M +$621K +5,879 +1%
Legacy Financial Group (Iowa)
22
Legacy Financial Group (Iowa)
Iowa
$47.9M +$1.48M +14,012 +3%
Charles Schwab
23
Charles Schwab
California
$46.2M +$47.6M +451,080 New
Ameriprise
24
Ameriprise
Minnesota
$44M -$5.46M -51,657 -11%
Osaic Holdings
25
Osaic Holdings
Arizona
$42M +$697K +6,598 +2%

IUSG Hedge Fund Activity: Q3 2021 in Review

477 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q3 2021, worth a combined $8.48B — up 4.4% from $8.12B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IUSG positions and 26 closed out — a net gain of 26 holders — while 148 added to existing stakes and 135 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $49.5M. The largest seller was Bank of America, cutting an estimated $28.9M.

  • 477 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q3 2021, up from 459 in Q2 2021.
  • Funds reported $8.48B of iShares Core S&P US Growth ETF stock for Q3 2021, up 4.4% quarter-over-quarter.
  • 52 funds opened new iShares Core S&P US Growth ETF positions in Q3 2021 and 26 closed out, a net change of +26 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q3 2021 was AE Wealth Management, an estimated $49.5M added.
  • The largest iShares Core S&P US Growth ETF seller in Q3 2021 was Bank of America, an estimated $28.9M sold.

Based on aggregated 13F filings for Q3 2021.