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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
9WM
276
9258 Wealth Management
Ohio
$566K -$14.7K -176 -2%
LRIA
277
Leonard Rickey Investment Advisors
Washington
$562K +$104K +1,244 +22%
VWA
278
Visionary Wealth Advisors
Illinois
$541K +$1.34K +16 +0.2%
WFAG
279
Wescott Financial Advisory Group
Pennsylvania
$530K +$544K +6,504 New
NFG
280
Nations Financial Group
Iowa
$525K +$22.7K +272 +4%
IWS
281
Insight Wealth Strategies
California
$523K -$85.4K -1,022 -14%
Citigroup
282
Citigroup
New York
$520K +$4.6K +55 +0.9%
MMPW
283
Mitchell McLeod Pugh & Williams
Alabama
$517K
VHAM
284
Van Hulzen Asset Management
California
$508K +$71.1K +851 +16%
IC
285
IEQ Capital
California
$508K +$24.9K +298 +5%
TPWA
286
TRUE Private Wealth Advisors
Oregon
$507K -$53.6K -641 -9%
DSA
287
Droms Strauss Advisors
Missouri
$503K +$3.01K +36 +0.6%
CWA
288
Consilio Wealth Advisors
Washington
$503K -$44.3K -530 -8%
GIA
289
Gladstone Institutional Advisory
Florida
$501K -$8.61K -103 -2%
FFP
290
FourThought Financial Partners
Florida
$491K +$503K +6,018 New
PJSIMP
291
P.J. Schmidt Investment Management (PJS)
Wisconsin
$489K
SFA
292
Seneca Financial Advisors
New York
$486K +$498K +5,962 New
EWM
293
Endowment Wealth Management
Wisconsin
$478K +$132K +1,582 +37%
EAM
294
Empirical Asset Management
Massachusetts
$474K -$4.09K -49 -0.8%
YIA
295
YHB Investment Advisors
Connecticut
$474K +$247K +2,950 +103%
MFA
296
Millington Financial Advisors
Illinois
$471K +$483K +5,779 New
HFG
297
Heron Financial Group
New York
$470K -$29.6K -354 -6%
TH
298
TCTC Holdings
Texas
$465K
PP
299
Patten & Patten
Tennessee
$462K -$34.7K -415 -7%
TA
300
Tiedemann Advisors
New York
$461K

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.