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iShares Core S&P US Growth ETF

501 hedge funds and large institutions have $7.55B invested in iShares Core S&P US Growth ETF in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 188 increasing their positions, 142 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 142

8% more funds holding in top 10

Funds holding in top 10: 2426 (+2)

1.07% more ownership

Funds ownership: 69.63%70.7% (+1.1%)

5% less funds holding

Funds holding: 526501 (-25)

16% less capital invested

Capital invested by funds: $8.97B → $7.55B (-$1.42B)

22% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 73

Holders
501
Holders Change
-25
Holders Change %
-4.75%
% of All Funds
8.44%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.44%
New
57
Increased
188
Reduced
142
Closed
73
Calls
$394K
Puts
Net Calls
+$394K
Net Calls Change
+$390K
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
351
Financial Engines Advisors
California
$238K +$71.2K +777 +37%
PCA
352
Pallas Capital Advisors
Massachusetts
$237K -$11.4K -124 -4%
AP
353
Adero Partners
California
$237K
KPWG
354
KFA Private Wealth Group
Virginia
$236K -$18.8K -205 -7%
FZCM
355
Flynn Zito Capital Management
New York
$236K +$259K +2,821 New
SDWMA
356
Schneider Downs Wealth Management Advisors
Pennsylvania
$234K +$256K +2,794 New
RIA
357
Regal Investment Advisors
Michigan
$232K -$6.23K -68 -2%
SC
358
Stephens Consulting
Michigan
$231K
CC
359
Cypress Capital
Tennessee
$230K
KPW
360
Kore Private Wealth
New York
$228K +$249K +2,721 New
CA
361
Claro Advisors
Massachusetts
$226K -$3.67K -40 -1%
BBHC
362
Brown Brothers Harriman & Co
New York
$226K +$18.3K +200 +8%
CWM
363
Calamos Wealth Management
Illinois
$223K
EI
364
Ellevest Inc
New York
$222K
KFS
365
Kaizen Financial Strategies
California
$221K -$2.66K -29 -1%
WBC
366
West Branch Capital
Massachusetts
$221K +$367 +4 +0.2%
SAM
367
Silvercrest Asset Management
New York
$221K +$458 +5 +0.2%
AA
368
Alesco Advisors
New York
$212K +$11.9K +130 +5%
CL
369
Choreo LLC
Illinois
$207K
CPIG
370
Chicago Partners Investment Group
Illinois
$205K +$199K +2,174 New
CTC
371
Central Trust Company
Missouri
$186K +$109K +1,190 +116%
BAM
372
Belpointe Asset Management
Nevada
$183K +$201K +2,194 New
GWSG
373
GPS Wealth Strategies Group
Colorado
$177K -$825 -9 -0.4%
FP
374
Financial Perspectives
Minnesota
$169K +$2.57K +28 +1%
AW
375
ACG Wealth
Georgia
$168K

IUSG Hedge Fund Activity: Q2 2022 in Review

501 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q2 2022, worth a combined $7.55B — down 16% from $8.97B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of IUSG and 57 opened new positions — a net loss of 16 holders — while 142 trimmed existing stakes and 188 added.

The largest buyer was Bank of America, adding an estimated $297M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $129M.

  • 501 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q2 2022, down from 526 in Q1 2022.
  • Funds reported $7.55B of iShares Core S&P US Growth ETF stock for Q2 2022, down 16% quarter-over-quarter.
  • 57 funds opened new iShares Core S&P US Growth ETF positions in Q2 2022 and 73 closed out, a net change of -16 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q2 2022 was Bank of America, an estimated $297M added.
  • The largest iShares Core S&P US Growth ETF seller in Q2 2022 was Thrivent Financial for Lutherans, an estimated $129M sold.

Based on aggregated 13F filings for Q2 2022.