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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
OC
251
Oppenheimer & Co
New York
$727K +$56.4K +675 +8%
Citadel Advisors
252
Citadel Advisors
Florida
$725K +$743K +8,891 New
IA
253
IFG Advisory
Georgia
$716K -$2.59K -31 -0.4%
VIA
254
Vident Investment Advisory
Georgia
$683K +$700K +8,380 New
BCI
255
Brinker Capital Investments
Pennsylvania
$682K +$10.9K +131 +2%
TCA
256
Transcend Capital Advisors
New Jersey
$669K +$24.3K +291 +4%
UWPG
257
Ullmann Wealth Partners Group
Florida
$666K +$836 +10 +0.1%
WT
258
Whittier Trust
California
$652K
MGIA
259
Moneta Group Investment Advisors
Missouri
$651K -$34.3K -411 -5%
AMG
260
Asset Management Group
Connecticut
$641K +$3.51K +42 +0.5%
Financial Engines Advisors
261
Financial Engines Advisors
California
$634K +$650K +7,773 New
FFG
262
Ford Financial Group
California
$633K -$5.68K -68 -0.9%
W
263
Wealthquest
Ohio
$633K -$33.8K -405 -5%
CFGS
264
Concourse Financial Group Securities
Alabama
$631K -$1.25M -14,929 -66%
LNWWM
265
Laird Norton Wetherby Wealth Management
California
$620K -$2.01K -24 -0.3%
MHS
266
M Holdings Securities
Oregon
$618K +$634K +7,584 New
WC
267
Weil Company
California
$617K
SFMG
268
Sage Financial Management Group
Virginia
$604K +$150K +1,797 +32%
HPM
269
Hoxton Planning & Management
West Virginia
$601K +$617K +7,377 New
SPIA
270
Steward Partners Investment Advisory
New York
$589K +$92K +1,101 +18%
HI
271
Harbour Investments
Wisconsin
$581K +$12.6K +151 +2%
EIA
272
Eldridge Investment Advisors
New Hampshire
$580K +$167 +2 +0%
WFAG
273
Worth Financial Advisory Group
North Carolina
$577K +$591K +7,073 New
IC
274
Inscription Capital
Texas
$571K
CW
275
CIC Wealth
Maryland
$570K +$584K +6,991 New

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.