We are live on ! Find out more
IUSG icon

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
IFS
301
Ifrah Financial Services
Arkansas
$363K -$9.1K -101 -2%
HFA
302
High Falls Advisors
New York
$354K
EWM
303
Endurance Wealth Management
Rhode Island
$351K +$2.7K +30 +0.7%
IRC
304
Investors Research Corp
Georgia
$351K +$60.6K +673 +18%
Nomura Asset Management
305
Nomura Asset Management
Japan
$346K -$263K -2,922 -40%
LIM
306
Leavell Investment Management
Alabama
$346K
FCCM
307
First City Capital Management
Georgia
$344K
EWM
308
Endowment Wealth Management
Wisconsin
$344K +$68.2K +757 +21%
BIA
309
Biondo Investment Advisors
Pennsylvania
$340K +$42.9K +476 +13%
LW
310
Linscomb Wealth
Texas
$339K
PG
311
Patten Group
Tennessee
$335K -$10.5K -117 -3%
GG
312
GenWealth Group
New Jersey
$332K -$20.8K -231 -5%
PFGIA
313
Patriot Financial Group Insurance Agency
Massachusetts
$332K +$219K +2,429 +142%
CRI
314
Colonial River Investments
Virginia
$330K -$154K -1,714 -29%
MWA
315
Meridian Wealth Advisors
Texas
$327K
BTWM
316
Baker Tilly Wealth Management
Wisconsin
$321K
TSS
317
Two Sigma Securities
New York
$321K +$361K +4,008 New
AWM
318
Apollon Wealth Management
South Carolina
$317K +$356K +3,953 New
GG
319
Greenwood Gearhart
Arkansas
$316K +$354K +3,935 New
BF
320
BOK Financial
Oklahoma
$313K -$64.2K -713 -15%
GWM
321
Geneos Wealth Management
Colorado
$311K -$18.8K -209 -5%
ODIJL
322
One Day In July LLC
Vermont
$311K +$90 +1 +0%
LGWM
323
Litman Gregory Wealth Management
California
$311K +$349K +3,874 New
SCM
324
SOL Capital Management
Maryland
$309K +$7.65K +85 +2%
SWA
325
Stratos Wealth Advisors
Ohio
$307K +$13.6K +151 +4%

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.