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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
PWM
276
PRW Wealth Management
Massachusetts
$470K +$139K +1,540 +36%
TH
277
TCTC Holdings
Texas
$457K
LRIA
278
Leonard Rickey Investment Advisors
Washington
$453K -$25.7K -285 -5%
TA
279
Tiedemann Advisors
New York
$453K +$218K +2,422 +75%
BSI
280
Bennett Selby Investments
Maine
$451K
SFMG
281
Sage Financial Management Group
Virginia
$450K -$295K -3,278 -37%
ASN
282
Advisory Services Network
Georgia
$441K +$10.4K +115 +2%
BFC
283
Bedel Financial Consulting
Indiana
$439K -$77.2K -857 -14%
VHAM
284
Van Hulzen Asset Management
California
$432K +$810 +9 +0.2%
MFG
285
Merit Financial Group
Georgia
$432K +$143K +1,593 +42%
OWA
286
Octavia Wealth Advisors
Ohio
$430K
AIM
287
Anchor Investment Management
South Carolina
$424K -$5.85K -65 -1%
GWCM
288
Godshalk Welsh Capital Management
Pennsylvania
$417K +$63.1K +701 +16%
RCAG
289
Rehmann Capital Advisory Group
Michigan
$415K +$270 +3 +0.1%
NRI
290
NFP Retirement Inc
California
$415K +$140K +1,551 +43%
T
291
TCWP
Ohio
$408K -$322K -3,580 -41%
WCG
292
Weaver Consulting Group
California
$405K
CIAS
293
Capital Investment Advisory Services
North Carolina
$405K +$400K +4,445 +741%
DJSG
294
D.J. St. Germain
Massachusetts
$401K
FAM
295
Forte Asset Management
New York
$400K
BWA
296
Burt Wealth Advisors
Maryland
$396K
TFA
297
Triad Financial Advisors
North Carolina
$387K
BFA
298
Beaumont Financial Advisors
Massachusetts
$385K
LFA
299
Legacy Financial Advisors
Kentucky
$381K
Brown Advisory
300
Brown Advisory
Maryland
$364K +$409K +4,542 New

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.