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iShares Core S&P US Growth ETF

526 hedge funds and large institutions have $8.97B invested in iShares Core S&P US Growth ETF in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 178 increasing their positions, 166 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 166

0.11% more ownership

Funds ownership: 69.53%69.63% (+0.11%)

5% less funds holding

Funds holding: 555526 (-29)

8% less capital invested

Capital invested by funds: $9.73B → $8.97B (-$759M)

23% less funds holding in top 10

Funds holding in top 10: 3124 (-7)

31% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 65

Holders
526
Holders Change
-29
Holders Change %
-5.23%
% of All Funds
8.3%
Holding in Top 10
24
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-22.58%
% of All Funds
0.38%
New
45
Increased
178
Reduced
166
Closed
65
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
+$327K
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
351
Kaizen Financial Strategies
California
$283K +$519 +5 +0.2%
CWM
352
Calamos Wealth Management
Illinois
$282K
EI
353
Ellevest Inc
New York
$280K
SAM
354
Silvercrest Asset Management
New York
$279K +$519 +5 +0.2%
WBC
355
West Branch Capital
Massachusetts
$278K +$416 +4 +0.2%
IA
356
IFP Advisors
Florida
$278K +$480K +4,622 +2,180%
TI
357
Trexquant Investment
Connecticut
$277K -$131K -1,262 -32%
CA
358
Calton & Associates
Florida
$276K -$286K -2,753 -51%
PCA
359
Pallas Capital Advisors
Massachusetts
$275K +$10.7K +103 +4%
BCA
360
Bay Colony Advisors
Massachusetts
$274K +$20.1K +193 +8%
FA
361
Flagstar Advisors
New York
$274K +$30.1K +290 +13%
SMH
362
Sanders Morris Harris
Texas
$265K +$14.8K +142 +6%
BBHC
363
Brown Brothers Harriman & Co
New York
$264K
PPP
364
Private Portfolio Partners
New Jersey
$262K -$71.8K -691 -22%
CL
365
Choreo LLC
Illinois
$261K
AA
366
Alesco Advisors
New York
$254K
PMFA
367
Plante Moran Financial Advisors
Michigan
$250K +$9.25K +89 +4%
LA
368
Latitude Advisors
Florida
$248K +$16.2K +156 +7%
APWA
369
Atlas Private Wealth Advisors
New Jersey
$247K +$242K +2,333 New
FMN
370
Financial Management Network
California
$246K
HHGA
371
Halbert Hargrove Global Advisors
California
$238K +$416 +4 +0.2%
WI
372
WBI Investments
New Jersey
$232K +$238K +2,293 New
FFA
373
Freedman Financial Associates
Massachusetts
$225K -$12.2K -117 -5%
GWSG
374
GPS Wealth Strategies Group
Colorado
$225K -$416 -4 -0.2%
BSSFA
375
Baron Silver Stevens Financial Advisors
Florida
$225K +$221K +2,131 New

IUSG Hedge Fund Activity: Q1 2022 in Review

526 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q1 2022, worth a combined $8.97B — down 7.8% from $9.73B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of IUSG and 45 opened new positions — a net loss of 20 holders — while 166 trimmed existing stakes and 178 added.

The largest buyer was Bank of America, adding an estimated $133M. The largest seller was Wells Fargo, cutting an estimated $50.1M.

  • 526 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q1 2022, down from 555 in Q4 2021.
  • Funds reported $8.97B of iShares Core S&P US Growth ETF stock for Q1 2022, down 7.8% quarter-over-quarter.
  • 45 funds opened new iShares Core S&P US Growth ETF positions in Q1 2022 and 65 closed out, a net change of -20 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q1 2022 was Bank of America, an estimated $133M added.
  • The largest iShares Core S&P US Growth ETF seller in Q1 2022 was Wells Fargo, an estimated $50.1M sold.

Based on aggregated 13F filings for Q1 2022.