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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
RIA
351
RPG Investment Advisory
California
$319K +$36.4K +435 +13%
PCIA
352
Prime Capital Investment Advisors
Kansas
$318K -$172K -2,057 -34%
IA
353
Integrity Advisory
Kansas
$310K +$318K +3,806 New
National Bank of Canada
354
National Bank of Canada
Quebec, Canada
$305K +$49.6K +593 +19%
IFAM
355
Institutional & Family Asset Management
Colorado
$305K
HWMA
356
Heritage Wealth Management (Arizona)
Arizona
$304K +$152K +1,816 +95%
MFG
357
Magnus Financial Group
New York
$302K +$309K +3,701 New
PFGIA
358
Patriot Financial Group Insurance Agency
Massachusetts
$295K -$43.2K -517 -13%
MA
359
Mutual Advisors
Nebraska
$292K +$334 +4 +0.1%
VWA
360
V Wealth Advisors
Kansas
$290K +$25.7K +307 +9%
FANJ
361
Financial Architects (New Jersey)
New Jersey
$287K +$58.3K +698 +25%
SWM
362
SeaCrest Wealth Management
New York
$286K -$6.27K -75 -2%
KW
363
KWB Wealth
California
$285K
Corient Private Wealth
364
Corient Private Wealth
Florida
$284K +$291K +3,480 New
RIA
365
Regal Investment Advisors
Michigan
$281K +$53.7K +643 +23%
BMCM
366
Burns Matteson Capital Management
New York
$280K +$287K +3,440 New
SS
367
Simplicity Solutions
Minnesota
$280K +$287K +3,433 New
T
368
TRUADVICE
Florida
$279K +$39.8K +476 +17%
AFM
369
Andesa Financial Management
Pennsylvania
$279K +$286K +3,420 New
PAS
370
Park Avenue Securities
New York
$278K -$2.85M -34,129 -91%
PWA
371
Peterson Wealth Advisors
Utah
$272K
BEI
372
Benjamin Edwards Inc
Missouri
$270K -$28.5K -341 -9%
WSFS
373
Wilmington Savings Fund Society
Delaware
$269K
MWM
374
Mission Wealth Management
California
$266K +$272K +3,260 New
LJAC
375
L.J. Altfest & Co
New York
$261K

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.