iShares Core S&P US Growth ETF
IUSG
554 hedge funds and large institutions have $9.74B invested in iShares Core S&P US Growth ETF in 2021 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 184 increasing their positions, 136 reducing their positions, and 27 closing their positions.
315% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 27
35% more repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 136
29% more funds holding in top 10
Funds holding in top 10: 24 → 31 (+7)
16% more funds holding
Funds holding: 478 → 554 (+76)
15% more capital invested
Capital invested by funds: $8.48B → $9.74B (+$1.26B)
0.78% less ownership
Funds ownership: 69.67% → 68.89% (-0.78%)
93% less call options, than puts
Call options by funds: $25K | Put options by funds: $348K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
+$52.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$38.2M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$33M |
| 4 |
Morgan Stanley
New York
|
+$30.8M |
| 5 |
LPL Financial
San Diego,
California
|
+$17.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$149M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$50.8M |
| 3 |
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
-$14.7M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$13.1M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
-$12.6M |
IUSG Hedge Fund Activity: Q4 2021 in Review
554 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q4 2021, worth a combined $9.74B — up 15% from $8.48B a quarter earlier.
Buyers outnumbered sellers: 112 funds opened new IUSG positions and 27 closed out — a net gain of 85 holders — while 184 added to existing stakes and 136 trimmed.
The largest buyer was ClearBridge Investments, adding an estimated $52.7M. The largest seller was Bank of America, cutting an estimated $149M.
- 554 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q4 2021, up from 478 in Q3 2021.
- Funds reported $9.74B of iShares Core S&P US Growth ETF stock for Q4 2021, up 15% quarter-over-quarter.
- 112 funds opened new iShares Core S&P US Growth ETF positions in Q4 2021 and 27 closed out, a net change of +85 holders.
- The largest iShares Core S&P US Growth ETF buyer in Q4 2021 was ClearBridge Investments, an estimated $52.7M added.
- The largest iShares Core S&P US Growth ETF seller in Q4 2021 was Bank of America, an estimated $149M sold.
Based on aggregated 13F filings for Q4 2021.