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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
WWA
351
WCG Wealth Advisors
Nevada
$250K -$2.97K -33 -1%
SCM
352
Seascape Capital Management
New Hampshire
$250K
TRCT
353
Tower Research Capital (TRC)
New York
$244K -$1.17M -12,956 -81%
EWA
354
Exencial Wealth Advisors
Oklahoma
$238K
T
355
TRUADVICE
Florida
$237K -$178K -1,974 -41%
HL
356
HeadInvest LLC
Maine
$237K
AP
357
Adero Partners
California
$234K
ACM
358
Armbruster Capital Management
New York
$233K
PA
359
Paragon Advisors
Texas
$233K +$262K +2,904 New
TI
360
Trexquant Investment
Connecticut
$233K +$262K +2,908 New
BBHC
361
Brown Brothers Harriman & Co
New York
$230K +$14.8K +164 +6%
PA
362
PSI Advisors
Florida
$229K -$53.9K -599 -17%
AA
363
Ancora Advisors
Ohio
$229K
YIA
364
YHB Investment Advisors
Connecticut
$229K +$258K +2,862 New
MA
365
MONECO Advisors
Connecticut
$228K -$27.9K -310 -10%
AFC
366
AFT Forsyth & Company
Florida
$228K
CA
367
Claro Advisors
Massachusetts
$226K
KPWG
368
KFA Private Wealth Group
Virginia
$226K
FANJ
369
Financial Architects (New Jersey)
New Jersey
$226K +$254K +2,821 New
RIA
370
Regal Investment Advisors
Michigan
$225K +$3.15K +35 +1%
SS
371
Sunbelt Securities
Texas
$221K -$302K -3,351 -55%
SC
372
Stephens Consulting
Michigan
$221K
JFGIW
373
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$219K +$234K +2,600 New
CFO
374
Collective Family Office
Pennsylvania
$216K +$243K +2,700 New
KWM
375
Kingsview Wealth Management
Oregon
$215K +$242K +2,683 New

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.