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iShares Core S&P US Growth ETF

513 hedge funds and large institutions have $7.33B invested in iShares Core S&P US Growth ETF in 2022 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 183 increasing their positions, 142 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 40

29% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 142

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

2% more funds holding

Funds holding: 501513 (+12)

0.06% less ownership

Funds ownership: 70.7%70.64% (-0.06%)

3% less capital invested

Capital invested by funds: $7.55B → $7.33B (-$222M)

Holders
513
Holders Change
+12
Holders Change %
+2.4%
% of All Funds
8.84%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.47%
New
58
Increased
183
Reduced
142
Closed
40
Calls
$457K
Puts
Net Calls
+$457K
Net Calls Change
+$63K
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
226
Csenge Advisory Group
Florida
$706K -$168K -1,863 -17%
TC
227
Trilogy Capital
California
$699K +$101K +1,127 +15%
XF
228
XML Financial
Maryland
$684K +$23.8K +264 +3%
VFIC
229
Valley Forge Investment Consultants
Pennsylvania
$661K
OC
230
Oppenheimer & Co
New York
$661K +$9.54K +106 +1%
BCI
231
Brinker Capital Investments
Pennsylvania
$660K -$3.33K -37 -0.4%
W
232
Wealthquest
Ohio
$654K -$488K -5,423 -40%
UWPG
233
Ullmann Wealth Partners Group
Florida
$654K +$991 +11 +0.1%
AL
234
Aspiriant LLC
California
$647K -$90.5K -1,005 -11%
WT
235
Whittier Trust
California
$641K -$427K -4,738 -37%
MGIA
236
Moneta Group Investment Advisors
Missouri
$639K -$103K -1,146 -13%
TCA
237
Transcend Capital Advisors
New Jersey
$634K +$20.3K +225 +3%
FFG
238
Ford Financial Group
California
$628K -$1.15M -12,817 -62%
AMG
239
Asset Management Group
Connecticut
$627K +$180 +2 +0%
IWS
240
Insight Wealth Strategies
California
$623K
CGA
241
Crescent Grove Advisors
Illinois
$615K -$374K -4,156 -35%
BWM
242
Brickley Wealth Management
California
$613K -$72.6K -806 -10%
LNWWM
243
Laird Norton Wetherby Wealth Management
California
$611K -$90 -1 -0%
WC
244
Weil Company
California
$607K
PIM
245
Parker Investment Management
California
$597K +$671K +7,450 New
CG
246
Caprock Group
Idaho
$589K +$367K +4,075 +125%
HI
247
Harbour Investments
Wisconsin
$584K
9WM
248
9258 Wealth Management
Ohio
$571K -$17.6K -196 -3%
EIA
249
Eldridge Investment Advisors
New Hampshire
$570K +$90 +1 +0%
IC
250
Inscription Capital
Texas
$561K

IUSG Hedge Fund Activity: Q3 2022 in Review

513 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q3 2022, worth a combined $7.33B — down 2.9% from $7.55B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new IUSG positions and 40 closed out — a net gain of 18 holders — while 183 added to existing stakes and 142 trimmed.

The largest buyer was Madison Asset Management, adding an estimated $38.9M. The largest seller was Bank of America, cutting an estimated $59.5M.

  • 513 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q3 2022, up from 501 in Q2 2022.
  • Funds reported $7.33B of iShares Core S&P US Growth ETF stock for Q3 2022, down 2.9% quarter-over-quarter.
  • 58 funds opened new iShares Core S&P US Growth ETF positions in Q3 2022 and 40 closed out, a net change of +18 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q3 2022 was Madison Asset Management, an estimated $38.9M added.
  • The largest iShares Core S&P US Growth ETF seller in Q3 2022 was Bank of America, an estimated $59.5M sold.

Based on aggregated 13F filings for Q3 2022.