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iShares Core S&P US Growth ETF

501 hedge funds and large institutions have $7.55B invested in iShares Core S&P US Growth ETF in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 188 increasing their positions, 142 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 142

8% more funds holding in top 10

Funds holding in top 10: 2426 (+2)

1.07% more ownership

Funds ownership: 69.63%70.7% (+1.1%)

5% less funds holding

Funds holding: 526501 (-25)

16% less capital invested

Capital invested by funds: $8.97B → $7.55B (-$1.42B)

22% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 73

Holders
501
Holders Change
-25
Holders Change %
-4.75%
% of All Funds
8.44%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.44%
New
57
Increased
188
Reduced
142
Closed
73
Calls
$394K
Puts
Net Calls
+$394K
Net Calls Change
+$390K
Name Holding Trade Value Shares
Change
Change in
Stake
XF
226
XML Financial
Maryland
$692K
VFIC
227
Valley Forge Investment Consultants
Pennsylvania
$690K
UWPG
228
Ullmann Wealth Partners Group
Florida
$682K -$133K -1,455 -15%
OC
229
Oppenheimer & Co
New York
$682K +$44.3K +483 +6%
AMG
230
Asset Management Group
Connecticut
$655K +$1.47K +16 +0.2%
Bank of New York Mellon
231
Bank of New York Mellon
New York
$653K +$92 +1 +0%
TCA
232
Transcend Capital Advisors
New Jersey
$643K +$130K +1,414 +23%
LNWWM
233
Laird Norton Wetherby Wealth Management
California
$639K +$236K +2,579 +51%
TC
234
Trilogy Capital
California
$636K +$275 +3 +0%
WC
235
Weil Company
California
$633K
IWS
236
Insight Wealth Strategies
California
$623K -$18.8M -204,606 -96%
9WM
237
9258 Wealth Management
Ohio
$612K +$5.13K +56 +0.8%
IA
238
IFG Advisory
Georgia
$595K -$10.5K -114 -2%
EIA
239
Eldridge Investment Advisors
New Hampshire
$595K +$92 +1 +0%
CWA
240
Consilio Wealth Advisors
Washington
$587K +$92 +1 +0%
TPWA
241
TRUE Private Wealth Advisors
Oregon
$587K +$92 +1 +0%
CWA
242
Choice Wealth Advisors
Maine
$587K +$643K +7,008 New
IC
243
Inscription Capital
Texas
$586K
HI
244
Harbour Investments
Wisconsin
$584K +$639K +6,975 New
CWC
245
Carolinas Wealth Consulting
North Carolina
$578K +$6.88K +75 +1%
VWA
246
Visionary Wealth Advisors
Illinois
$572K +$29.1K +317 +5%
VIA
247
Vident Investment Advisory
Georgia
$572K +$627K +6,834 New
SIC
248
Sterling Investment Counsel
New York
$564K +$51K +556 +9%
PJSIMP
249
P.J. Schmidt Investment Management (PJS)
Wisconsin
$563K -$128K -1,400 -19%
ACG
250
Allen Capital Group
Nebraska
$563K +$8.53K +93 +1%

IUSG Hedge Fund Activity: Q2 2022 in Review

501 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q2 2022, worth a combined $7.55B — down 16% from $8.97B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of IUSG and 57 opened new positions — a net loss of 16 holders — while 142 trimmed existing stakes and 188 added.

The largest buyer was Bank of America, adding an estimated $297M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $129M.

  • 501 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q2 2022, down from 526 in Q1 2022.
  • Funds reported $7.55B of iShares Core S&P US Growth ETF stock for Q2 2022, down 16% quarter-over-quarter.
  • 57 funds opened new iShares Core S&P US Growth ETF positions in Q2 2022 and 73 closed out, a net change of -16 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q2 2022 was Bank of America, an estimated $297M added.
  • The largest iShares Core S&P US Growth ETF seller in Q2 2022 was Thrivent Financial for Lutherans, an estimated $129M sold.

Based on aggregated 13F filings for Q2 2022.