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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
SSCA
251
South Shore Capital Advisors
Massachusetts
$649K +$164K +1,577 +35%
PP
252
Patten & Patten
Tennessee
$642K
IC
253
IEQ Capital
California
$624K -$15.9K -153 -3%
EAM
254
Empirical Asset Management
Massachusetts
$620K +$10.4K +100 +2%
Citigroup
255
Citigroup
New York
$616K -$96.4K -928 -14%
MCM
256
MAI Capital Management
Ohio
$614K
KW
257
KWB Wealth
California
$608K
WA
258
Wealth Alliance
New York
$607K -$193K -1,857 -24%
TH
259
TCTC Holdings
Texas
$602K
FTUS
260
Flow Traders U.S.
New York
$597K +$587K +5,650 New
BSI
261
Bennett Selby Investments
Maine
$596K
SW
262
SVB Wealth
Massachusetts
$596K
BAAM
263
Baker Avenue Asset Management
California
$595K +$5.09K +49 +0.9%
CAG
264
Csenge Advisory Group
Florida
$580K +$4.47K +43 +0.8%
NFG
265
Nations Financial Group
Iowa
$575K +$162K +1,557 +40%
OWA
266
Octavia Wealth Advisors
Ohio
$572K -$52.6K -506 -9%
BFC
267
Bedel Financial Consulting
Indiana
$572K
AIM
268
Anchor Investment Management
South Carolina
$565K -$20.8K -200 -4%
PPA
269
Parametric Portfolio Associates
Washington
$564K +$143K +1,374 +35%
LFA
270
Legacy Financial Advisors
Kentucky
$550K -$2.81K -27 -0.5%
RCAG
271
Rehmann Capital Advisory Group
Michigan
$547K -$108K -1,041 -17%
LNWWM
272
Laird Norton Wetherby Wealth Management
California
$534K -$104 -1 -0%
WCG
273
Weaver Consulting Group
California
$534K +$6.13K +59 +1%
TFA
274
Triad Financial Advisors
North Carolina
$530K -$26.5K -255 -5%
MPM
275
Meritage Portfolio Management
Kansas
$525K -$94.9K -913 -16%

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.