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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
ODIJL
326
One Day In July LLC
Vermont
$395K +$80.7K +966 +25%
BFA
327
Beaumont Financial Advisors
Massachusetts
$391K
LFA
328
Legacy Financial Advisors
Kentucky
$388K
WCG
329
Weaver Consulting Group
California
$375K -$37.6K -450 -9%
TFA
330
Triad Financial Advisors
North Carolina
$374K -$19.6K -235 -5%
GWCM
331
Godshalk Welsh Capital Management
Pennsylvania
$371K -$54.4K -651 -13%
EWM
332
Endurance Wealth Management
Rhode Island
$359K +$1.25K +15 +0.3%
BIA
333
Biondo Investment Advisors
Pennsylvania
$353K +$7.52K +90 +2%
BF
334
BOK Financial
Oklahoma
$353K +$36.1K +432 +11%
Nomura Asset Management
335
Nomura Asset Management
Japan
$352K
LIM
336
Leavell Investment Management
Alabama
$352K
FCCM
337
First City Capital Management
Georgia
$350K +$84 +1 +0%
CRI
338
Colonial River Investments
Virginia
$340K +$3.84K +46 +1%
SWA
339
Stratos Wealth Advisors
Ohio
$339K +$27.4K +328 +9%
GG
340
GenWealth Group
New Jersey
$338K
PG
341
Patten Group
Tennessee
$337K
MWA
342
Meridian Wealth Advisors
Texas
$332K
AFG
343
AFS Financial Group
Maryland
$331K +$339K +4,061 New
RWP
344
Revolve Wealth Partners
New Jersey
$328K +$337K +4,027 New
KWM
345
Kingsview Wealth Management
Oregon
$326K +$110K +1,317 +49%
BTWM
346
Baker Tilly Wealth Management
Wisconsin
$324K -$2.26K -27 -0.7%
SCM
347
SOL Capital Management
Maryland
$324K +$10K +120 +3%
BRWA
348
B. Riley Wealth Advisors
Florida
$322K -$431K -5,159 -57%
GG
349
Greenwood Gearhart
Arkansas
$321K
GWM
350
Geneos Wealth Management
Colorado
$321K +$3.84K +46 +1%

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.