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iShares Core S&P US Growth ETF

545 hedge funds and large institutions have $8.2B invested in iShares Core S&P US Growth ETF in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 201 increasing their positions, 146 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,638% more call options, than puts

Call options by funds: $758K | Put options by funds: $16K

87% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 47

38% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 146

15% more funds holding in top 10

Funds holding in top 10: 2731 (+4)

12% more capital invested

Capital invested by funds: $7.33B → $8.2B (+$875M)

6% more funds holding

Funds holding: 513545 (+32)

2.13% more ownership

Funds ownership: 70.64%72.77% (+2.1%)

Holders
545
Holders Change
+32
Holders Change %
+6.24%
% of All Funds
8.76%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.5%
New
88
Increased
201
Reduced
146
Closed
47
Calls
$758K
Puts
$16K
Net Calls
+$742K
Net Calls Change
+$285K
Name Holding Trade Value Shares
Change
Change in
Stake
CG
226
Caprock Group
Idaho
$963K +$373K +4,462 +61%
MW
227
Marcum Wealth
Ohio
$952K +$976K +11,673 New
KPWS
228
Kestra Private Wealth Services
Texas
$922K +$627K +7,508 +197%
TPW
229
TL Private Wealth
Texas
$911K +$1.59K +19 +0.2%
GFWA
230
Grey Fox Wealth Advisors
Delaware
$883K +$905K +10,830 New
GWM
231
GDS Wealth Management
Texas
$872K -$13.7M -163,851 -94%
CL
232
CIM LLC
New York
$847K -$203K -2,426 -20%
PPW
233
Presilium Private Wealth
Pennsylvania
$844K +$865K +10,349 New
MWM
234
Meridian Wealth Management
Kentucky
$839K -$3.43K -41 -0.4%
TC
235
Trilogy Capital
California
$816K +$108K +1,290 +15%
VCS
236
Vaughan & Co Securities
New Jersey
$816K +$836K +10,008 New
HSWM
237
Hubbell Strickland Wealth Management
Louisiana
$807K -$14K -168 -2%
Lido Advisors
238
Lido Advisors
California
$791K -$8.36K -100 -1%
SW
239
SVB Wealth
Massachusetts
$790K -$143K -1,709 -15%
TWA
240
Talisman Wealth Advisors
New Jersey
$781K +$801K +9,584 New
CWC
241
Carolinas Wealth Consulting
North Carolina
$772K +$212K +2,541 +37%
SAG
242
SageView Advisory Group
California
$766K +$785K +9,395 New
ACA
243
Ackerman Capital Advisors
Texas
$764K -$449K -5,367 -36%
GC
244
Garde Capital
Washington
$754K +$773K +9,245 New
VFIC
245
Valley Forge Investment Consultants
Pennsylvania
$751K +$81K +969 +12%
ASBI
246
American State Bank (Iowa)
Iowa
$747K +$20.9K +250 +3%
WMP
247
Wealth Management Partners
Arizona
$742K
NF
248
Nikulski Financial
Iowa
$738K -$107K -1,275 -12%
XF
249
XML Financial
Maryland
$736K +$42K +503 +6%
BFWA
250
Benchmark Financial Wealth Advisors
Florida
$732K -$4.27M -51,082 -85%

IUSG Hedge Fund Activity: Q4 2022 in Review

545 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q4 2022, worth a combined $8.2B — up 12% from $7.33B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new IUSG positions and 47 closed out — a net gain of 41 holders — while 201 added to existing stakes and 146 trimmed.

The largest buyer was Bank of America, adding an estimated $307M. The largest seller was Clark Capital Management Group, exiting entirely with an estimated $49M sold.

  • 545 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q4 2022, up from 513 in Q3 2022.
  • Funds reported $8.2B of iShares Core S&P US Growth ETF stock for Q4 2022, up 12% quarter-over-quarter.
  • 88 funds opened new iShares Core S&P US Growth ETF positions in Q4 2022 and 47 closed out, a net change of +41 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q4 2022 was Bank of America, an estimated $307M added.
  • The largest iShares Core S&P US Growth ETF seller in Q4 2022 was Clark Capital Management Group, an estimated $49M sold.

Based on aggregated 13F filings for Q4 2022.