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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
MMPW
251
Mitchell McLeod Pugh & Williams
Alabama
$531K
BFC
252
Bedel Financial Consulting
Indiana
$525K +$78.6K +857 +16%
HFG
253
Heron Financial Group
New York
$523K +$275 +3 +0%
FF
254
FourThought Financial
Florida
$522K +$5.23K +57 +0.9%
PFS
255
Prospera Financial Services
Texas
$518K -$79.4K -866 -12%
DSA
256
Droms Strauss Advisors
Missouri
$513K +$2.2K +24 +0.4%
SS
257
Sunbelt Securities
Texas
$511K +$560K +6,103 New
PP
258
Patten & Patten
Tennessee
$509K
PCIA
259
Prime Capital Investment Advisors
Kansas
$505K +$307K +3,350 +125%
Citigroup
260
Citigroup
New York
$500K +$12.4K +135 +2%
LRIA
261
Leonard Rickey Investment Advisors
Washington
$497K -$27K -295 -5%
GIA
262
Gladstone Institutional Advisory
Florida
$496K -$347K -3,788 -39%
IC
263
IEQ Capital
California
$495K +$1.1K +12 +0.2%
SW
264
SVB Wealth
Massachusetts
$493K +$21.7K +237 +4%
EAM
265
Empirical Asset Management
Massachusetts
$491K
OPS
266
Orion Portfolio Solutions
Nebraska
$490K +$536K +5,851 New
CRI
267
Colonial River Investments
Virginia
$488K -$31.1K -339 -5%
NFG
268
Nations Financial Group
Iowa
$488K +$36.1K +394 +7%
MCM
269
MAI Capital Management
Ohio
$484K -$3.21K -35 -0.6%
TH
270
TCTC Holdings
Texas
$477K
BSI
271
Bennett Selby Investments
Maine
$471K -$917 -10 -0.2%
BAAM
272
Baker Avenue Asset Management
California
$464K -$8.44K -92 -2%
T
273
TRUADVICE
Florida
$463K +$24.8K +271 +6%
Mercer Global Advisors
274
Mercer Global Advisors
Colorado
$462K -$115K -1,254 -19%
OWA
275
Octavia Wealth Advisors
Ohio
$450K -$4.68K -51 -0.9%

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.