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iShares Core S&P US Growth ETF

526 hedge funds and large institutions have $8.97B invested in iShares Core S&P US Growth ETF in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 178 increasing their positions, 166 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 166

0.11% more ownership

Funds ownership: 69.53%69.63% (+0.11%)

5% less funds holding

Funds holding: 555526 (-29)

8% less capital invested

Capital invested by funds: $9.73B → $8.97B (-$759M)

23% less funds holding in top 10

Funds holding in top 10: 3124 (-7)

31% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 65

Holders
526
Holders Change
-29
Holders Change %
-5.23%
% of All Funds
8.3%
Holding in Top 10
24
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-22.58%
% of All Funds
0.38%
New
45
Increased
178
Reduced
166
Closed
65
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
+$327K
Name Holding Trade Value Shares
Change
Change in
Stake
TC
226
Trilogy Capital
California
$802K +$16.1K +155 +2%
WC
227
Weil Company
California
$799K
BWM
228
Brickley Wealth Management
California
$793K +$779K +7,503 New
9WM
229
9258 Wealth Management
Ohio
$767K -$157K -1,507 -17%
IA
230
IFG Advisory
Georgia
$763K +$45.9K +442 +7%
EIA
231
Eldridge Investment Advisors
New Hampshire
$751K +$104 +1 +0%
PFS
232
Prospera Financial Services
Texas
$745K +$27.7K +267 +4%
CWA
233
Consilio Wealth Advisors
Washington
$740K -$16.4K -158 -2%
IC
234
Inscription Capital
Texas
$740K
SCM
235
Southport Capital Management
Tennessee
$723K -$629K -6,055 -47%
CWC
236
Carolinas Wealth Consulting
North Carolina
$722K -$3.53K -34 -0.5%
Mercer Global Advisors
237
Mercer Global Advisors
Colorado
$715K -$152K -1,461 -18%
GAG
238
GM Advisory Group
New York
$710K
ACG
239
Allen Capital Group
Nebraska
$701K +$63.7K +613 +10%
VWA
240
Visionary Wealth Advisors
Illinois
$689K +$65.8K +633 +11%
PJSIMP
241
P.J. Schmidt Investment Management (PJS)
Wisconsin
$685K
TPWA
242
TRUE Private Wealth Advisors
Oregon
$681K -$306K -2,950 -30%
MMPW
243
Mitchell McLeod Pugh & Williams
Alabama
$670K
TCA
244
Transcend Capital Advisors
New Jersey
$663K +$651K +6,271 New
HFG
245
Heron Financial Group
New York
$659K -$2.08K -20 -0.3%
LRIA
246
Leonard Rickey Investment Advisors
Washington
$658K -$33.7K -324 -5%
DSA
247
Droms Strauss Advisors
Missouri
$656K
FF
248
FourThought Financial
Florida
$653K -$27.9K -269 -4%
SIC
249
Sterling Investment Counsel
New York
$653K +$308K +2,960 +92%
CRI
250
Colonial River Investments
Virginia
$652K -$5.71K -55 -0.9%

IUSG Hedge Fund Activity: Q1 2022 in Review

526 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q1 2022, worth a combined $8.97B — down 7.8% from $9.73B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of IUSG and 45 opened new positions — a net loss of 20 holders — while 166 trimmed existing stakes and 178 added.

The largest buyer was Bank of America, adding an estimated $133M. The largest seller was Wells Fargo, cutting an estimated $50.1M.

  • 526 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q1 2022, down from 555 in Q4 2021.
  • Funds reported $8.97B of iShares Core S&P US Growth ETF stock for Q1 2022, down 7.8% quarter-over-quarter.
  • 45 funds opened new iShares Core S&P US Growth ETF positions in Q1 2022 and 65 closed out, a net change of -20 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q1 2022 was Bank of America, an estimated $133M added.
  • The largest iShares Core S&P US Growth ETF seller in Q1 2022 was Wells Fargo, an estimated $50.1M sold.

Based on aggregated 13F filings for Q1 2022.