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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
SCA
301
Snowden Capital Advisors
New York
$459K -$542K -6,484 -54%
BSI
302
Bennett Selby Investments
Maine
$459K
ASN
303
Advisory Services Network
Georgia
$459K +$10.9K +131 +2%
MPW
304
Melone Private Wealth
Michigan
$457K -$646K -7,726 -58%
FA
305
FC Advisory
Pennsylvania
$450K +$461K +5,518 New
Bank of Montreal
306
Bank of Montreal
Ontario, Canada
$446K -$22.9K -274 -5%
PFS
307
Prospera Financial Services
Texas
$444K -$50.2K -601 -10%
BFC
308
Bedel Financial Consulting
Indiana
$441K
HFA
309
High Falls Advisors
New York
$440K +$81.9K +980 +22%
MFG
310
Merit Financial Group
Georgia
$439K +$251 +3 +0.1%
VAS
311
Vestmark Advisory Solutions
Massachusetts
$438K +$449K +5,370 New
SS
312
Sunbelt Securities
Texas
$437K +$218K +2,613 +95%
RJT
313
Raymond James Trust
Florida
$437K +$448K +5,366 New
GAG
314
GM Advisory Group
New York
$435K -$55.3K -662 -11%
AIM
315
Anchor Investment Management
South Carolina
$431K
SCA
316
St. Clair Advisors
Ohio
$425K +$436K +5,215 New
OWA
317
Octavia Wealth Advisors
Ohio
$424K -$13.5K -162 -3%
RCAG
318
Rehmann Capital Advisory Group
Michigan
$422K +$167 +2 +0%
NRI
319
NFP Retirement Inc
California
$422K
IRC
320
Investors Research Corp
Georgia
$420K +$64.7K +774 +18%
MCM
321
MAI Capital Management
Ohio
$411K -$131K -1,567 -24%
Cerity Partners
322
Cerity Partners
New York
$409K +$122K +1,460 +41%
FAM
323
Forte Asset Management
New York
$407K
MCC
324
Money Concepts Capital
Florida
$405K +$371K +4,440 +846%
BWA
325
Burt Wealth Advisors
Maryland
$402K

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.