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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
ASN
276
Advisory Services Network
Georgia
$450K +$46.9K +511 +10%
VHAM
277
Van Hulzen Asset Management
California
$450K +$66.1K +721 +15%
AIM
278
Anchor Investment Management
South Carolina
$448K
GAG
279
GM Advisory Group
New York
$446K -$127K -1,387 -21%
KW
280
KWB Wealth
California
$442K +$1.93K +21 +0.4%
RCAG
281
Rehmann Capital Advisory Group
Michigan
$433K +$92 +1 +0%
WCG
282
Weaver Consulting Group
California
$423K
FAM
283
Forte Asset Management
New York
$418K +$458K +4,994 New
BWA
284
Burt Wealth Advisors
Maryland
$413K
AllianceBernstein
285
AllianceBernstein
Tennessee
$411K +$1.1K +12 +0.2%
YIH
286
Y-Intercept (HK)
Hong Kong
$407K +$446K +4,861 New
TFA
287
Triad Financial Advisors
North Carolina
$404K -$17.6K -192 -4%
BFA
288
Beaumont Financial Advisors
Massachusetts
$402K
DJSG
289
D.J. St. Germain
Massachusetts
$401K
LFA
290
Legacy Financial Advisors
Kentucky
$398K -$41.5K -453 -9%
AAS
291
Ameritas Advisory Services
Nebraska
$395K +$45.8K +500 +12%
Marshall Wace
292
Marshall Wace
United Kingdom
$393K +$431K +4,700 New
Renaissance Technologies
293
Renaissance Technologies
New York
$393K +$431K +4,700 New
IFS
294
Ifrah Financial Services
Arkansas
$388K +$1.65K +18 +0.4%
CRCM
295
Corbett Road Capital Management
Virginia
$386K +$55.2K +602 +15%
BF
296
BOK Financial
Oklahoma
$386K +$58.2K +635 +16%
GWCM
297
Godshalk Welsh Capital Management
Pennsylvania
$376K
PG
298
Patten Group
Tennessee
$372K
HFA
299
High Falls Advisors
New York
$370K
GG
300
GenWealth Group
New Jersey
$366K

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.