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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
Cerity Partners
301
Cerity Partners
New York
$429K +$48.1K +463 +13%
T
302
TRUADVICE
Florida
$427K +$473K +4,555 New
CRCM
303
Corbett Road Capital Management
Virginia
$424K +$19.7K +190 +5%
BF
304
BOK Financial
Oklahoma
$420K +$2.81K +27 +0.7%
AFG
305
Albion Financial Group
Utah
$402K -$296K -2,847 -43%
BEI
306
Benjamin Edwards Inc
Missouri
$402K +$26.7K +257 +7%
National Bank of Canada
307
National Bank of Canada
Quebec, Canada
$398K -$93.5K -900 -19%
IFAM
308
Institutional & Family Asset Management
Colorado
$395K
SCM
309
SOL Capital Management
Maryland
$387K -$38.4K -370 -9%
SIM
310
Sadoff Investment Management
Wisconsin
$383K +$377K +3,629 New
PAS
311
Park Avenue Securities
New York
$382K -$34K -327 -8%
WSFS
312
Wilmington Savings Fund Society
Delaware
$380K
ODIJL
313
One Day In July LLC
Vermont
$366K -$6.13K -59 -2%
EWM
314
Endowment Wealth Management
Wisconsin
$366K +$57.3K +552 +19%
PA
315
PSI Advisors
Florida
$365K +$104 +1 +0%
PWA
316
Peterson Wealth Advisors
Utah
$353K -$7.38K -71 -2%
LTL
317
Lowery Thomas LLC
California
$351K +$345K +3,319 New
SWA
318
Stratos Wealth Advisors
Ohio
$349K -$6.23M -59,969 -95%
RJT
319
Raymond James Trust
Florida
$348K -$448K -4,310 -57%
BIA
320
Biondo Investment Advisors
Pennsylvania
$346K +$28.2K +271 +9%
VWA
321
V Wealth Advisors
Kansas
$343K +$42.8K +412 +15%
LJAC
322
L.J. Altfest & Co
New York
$338K
OC
323
Oarsman Capital
Wisconsin
$336K
SWM
324
SeaCrest Wealth Management
New York
$333K -$26K -250 -7%
MA
325
MONECO Advisors
Connecticut
$333K

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.