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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
AFG
326
Albion Financial Group
Utah
$305K
KPWS
327
Kestra Private Wealth Services
Texas
$305K +$37.6K +418 +12%
IFAM
328
Institutional & Family Asset Management
Colorado
$300K
DP
329
Denver PWM
Colorado
$300K +$329K +3,651 New
IA
330
IFP Advisors
Florida
$295K +$25.9K +288 +6%
BEI
331
Benjamin Edwards Inc
Missouri
$293K -$7.29K -81 -2%
SWM
332
SeaCrest Wealth Management
New York
$287K +$41.1K +456 +15%
MA
333
Mutual Advisors
Nebraska
$286K -$27.3K -303 -8%
Cerity Partners
334
Cerity Partners
New York
$285K -$1.8K -20 -0.6%
KW
335
KWB Wealth
California
$280K -$161K -1,789 -34%
RIA
336
RPG Investment Advisory
California
$279K +$313K +3,475 New
PFC
337
Phocas Financial Corp
California
$277K +$311K +3,458 New
WANY
338
Wealthspire Advisors (New York)
New York
$274K +$308K +3,422 New
PWA
339
Peterson Wealth Advisors
Utah
$268K
WSFS
340
Wilmington Savings Fund Society
Delaware
$265K -$27K -300 -8%
VWA
341
V Wealth Advisors
Kansas
$261K +$270 +3 +0.1%
PA
342
Parallel Advisors
California
$258K +$123K +1,365 +74%
LJAC
343
L.J. Altfest & Co
New York
$257K
Fisher Asset Management
344
Fisher Asset Management
Washington
$256K +$287K +3,190 New
OC
345
Oarsman Capital
Wisconsin
$255K
WA
346
Wealth Alliance
New York
$254K -$58.2K -646 -17%
National Bank of Canada
347
National Bank of Canada
Quebec, Canada
$253K -$40.7K -452 -13%
EI
348
Ellevest Inc
New York
$253K +$44.9K +499 +19%
CCA
349
Cobblestone Capital Advisors
New York
$251K -$25.8K -287 -8%
WIP
350
WealthCare Investment Partners
Rhode Island
$250K -$14.6K -162 -5%

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.