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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
BWA
276
Burt Wealth Advisors
Maryland
$522K -$151K -1,455 -23%
AllianceBernstein
277
AllianceBernstein
Tennessee
$518K +$183K +1,758 +56%
ASN
278
Advisory Services Network
Georgia
$515K +$26.4K +254 +6%
BFA
279
Beaumont Financial Advisors
Massachusetts
$507K
DJSG
280
D.J. St. Germain
Massachusetts
$507K
BTWM
281
Baker Tilly Wealth Management
Wisconsin
$493K -$388K -3,733 -44%
VHAM
282
Van Hulzen Asset Management
California
$492K +$77.4K +745 +19%
IFS
283
Ifrah Financial Services
Arkansas
$487K +$935 +9 +0.2%
ACA
284
Ackerman Capital Advisors
Texas
$481K
GWCM
285
Godshalk Welsh Capital Management
Pennsylvania
$475K +$10.4K +100 +2%
EFL
286
ERn Financial LLC
Wisconsin
$474K +$71K +683 +18%
HFA
287
High Falls Advisors
New York
$467K -$51.9K -500 -10%
MCC
288
Money Concepts Capital
Florida
$465K +$405K +3,901 +780%
GG
289
GenWealth Group
New Jersey
$462K -$2.29K -22 -0.5%
EWM
290
Endurance Wealth Management
Rhode Island
$460K -$20.3K -195 -4%
LIM
291
Leavell Investment Management
Alabama
$456K
PWM
292
PRW Wealth Management
Massachusetts
$456K +$123K +1,180 +38%
LW
293
Linscomb Wealth
Texas
$454K -$104 -1 -0%
FCCM
294
First City Capital Management
Georgia
$453K
PG
295
Patten Group
Tennessee
$449K +$831 +8 +0.2%
AAS
296
Ameritas Advisory Services
Nebraska
$446K -$25.9K -249 -6%
MA
297
Mutual Advisors
Nebraska
$435K +$135K +1,295 +46%
GWM
298
Geneos Wealth Management
Colorado
$432K -$31.6K -304 -7%
MWA
299
Meridian Wealth Advisors
Texas
$431K
KPWS
300
Kestra Private Wealth Services
Texas
$429K -$54.2K -522 -11%

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.