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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
Millennium Management
251
Millennium Management
New York
$559K +$628K +6,977 New
CWC
252
Carolinas Wealth Consulting
North Carolina
$555K +$901 +10 +0.1%
TPWA
253
TRUE Private Wealth Advisors
Oregon
$549K -$14.6K -162 -2%
ACG
254
Allen Capital Group
Nebraska
$543K +$4.05K +45 +0.7%
CWA
255
Consilio Wealth Advisors
Washington
$537K -$28K -311 -4%
VWA
256
Visionary Wealth Advisors
Illinois
$530K -$20.3K -225 -3%
MCM
257
MAI Capital Management
Ohio
$530K +$75.2K +835 +14%
OPS
258
Orion Portfolio Solutions
Nebraska
$529K +$66.9K +743 +13%
MMPW
259
Mitchell McLeod Pugh & Williams
Alabama
$509K
Citigroup
260
Citigroup
New York
$507K +$32K +355 +6%
CPIG
261
Chicago Partners Investment Group
Illinois
$505K +$365K +4,054 +186%
FF
262
FourThought Financial
Florida
$501K +$540 +6 +0.1%
GIA
263
Gladstone Institutional Advisory
Florida
$501K +$29.5K +328 +6%
HFG
264
Heron Financial Group
New York
$500K -$270 -3 -0%
PJSIMP
265
P.J. Schmidt Investment Management (PJS)
Wisconsin
$498K
NFG
266
Nations Financial Group
Iowa
$495K +$30.7K +341 +6%
DSA
267
Droms Strauss Advisors
Missouri
$492K
SPIA
268
Steward Partners Investment Advisory
New York
$491K -$407K -4,516 -42%
PP
269
Patten & Patten
Tennessee
$487K
PFS
270
Prospera Financial Services
Texas
$486K -$11.7K -130 -2%
BAAM
271
Baker Avenue Asset Management
California
$486K +$46.9K +521 +9%
GAG
272
GM Advisory Group
New York
$481K +$59.6K +662 +12%
PCIA
273
Prime Capital Investment Advisors
Kansas
$478K -$6.03K -67 -1%
IC
274
IEQ Capital
California
$476K +$1.62K +18 +0.3%
EAM
275
Empirical Asset Management
Massachusetts
$470K -$90 -1 -0%

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.