We are live on ! Find out more
IUSG icon

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
EWM
301
Endurance Wealth Management
Rhode Island
$365K
PWM
302
PRW Wealth Management
Massachusetts
$362K
LIM
303
Leavell Investment Management
Alabama
$361K
FCCM
304
First City Capital Management
Georgia
$359K +$92 +1 +0%
LW
305
Linscomb Wealth
Texas
$354K -$5.68K -62 -1%
GWM
306
Geneos Wealth Management
Colorado
$344K +$92 +1 +0%
MWA
307
Meridian Wealth Advisors
Texas
$341K
BTWM
308
Baker Tilly Wealth Management
Wisconsin
$335K -$61.1K -666 -14%
ODIJL
309
One Day In July LLC
Vermont
$325K +$38.8K +423 +12%
MA
310
Mutual Advisors
Nebraska
$324K -$22.5K -245 -6%
WA
311
Wealth Alliance
New York
$319K -$177K -1,928 -34%
AFG
312
Albion Financial Group
Utah
$319K
MFG
313
Merit Financial Group
Georgia
$317K +$347K +3,789 New
SCM
314
SOL Capital Management
Maryland
$315K +$9.63K +105 +3%
BIA
315
Biondo Investment Advisors
Pennsylvania
$315K +$45.4K +495 +15%
DWM
316
Defined Wealth Management
Oregon
$314K +$344K +3,750 New
IFAM
317
Institutional & Family Asset Management
Colorado
$313K
BEI
318
Benjamin Edwards Inc
Missouri
$312K -$6.51K -71 -2%
IRC
319
Investors Research Corp
Georgia
$310K +$82.7K +902 +32%
SWA
320
Stratos Wealth Advisors
Ohio
$308K +$34.9K +381 +12%
NRI
321
NFP Retirement Inc
California
$303K +$332K +3,624 New
National Bank of Canada
322
National Bank of Canada
Quebec, Canada
$301K -$15.2K -166 -4%
WSFS
323
Wilmington Savings Fund Society
Delaware
$301K
Cerity Partners
324
Cerity Partners
New York
$299K -$44.6K -487 -12%
EWM
325
Endowment Wealth Management
Wisconsin
$296K +$5.78K +63 +2%

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.