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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
SI
376
Stephens Inc
Arkansas
$224K -$10.5K -101 -5%
PFC
377
Phocas Financial Corp
California
$222K -$13K -125 -6%
CS
378
Comerica Securities
Michigan
$220K
SF
379
Synovus Financial
Georgia
$220K +$208 +2 +0.1%
Financial Engines Advisors
380
Financial Engines Advisors
California
$219K -$102K -984 -32%
DY
381
Dowling & Yahnke
California
$219K
BWM
382
Baystate Wealth Management
Massachusetts
$219K +$416 +4 +0.2%
Brown Advisory
383
Brown Advisory
Maryland
$217K -$519 -5 -0.2%
BWP
384
Bernardo Wealth Planning
Pennsylvania
$215K
SDWIA
385
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$214K
SGI
386
Summit Global Investments
Utah
$213K
AW
387
ACG Wealth
Georgia
$213K +$209K +2,013 New
EPA
388
Element Pointe Advisors
Florida
$211K
NEGWA
389
New England Guild Wealth Advisors
Connecticut
$211K
FP
390
Financial Perspectives
Minnesota
$211K +$312 +3 +0.2%
KLI
391
Kelman-Lazarov Inc
Tennessee
$210K
BRWA
392
B. Riley Wealth Advisors
Florida
$210K +$207K +1,988 New
HWMA
393
Heritage Wealth Management (Arizona)
Arizona
$208K +$204K +1,967 New
DC
394
Davenport & Co
Virginia
$206K -$23.9K -230 -11%
MHS
395
M Holdings Securities
Oregon
$206K +$202K +1,947 New
SF
396
Safeguard Financial
Wisconsin
$206K +$203K +1,953 New
CRWM
397
Castle Rock Wealth Management
California
$204K +$312 +3 +0.1%
MCP
398
Mirador Capital Partners
California
$204K +$201K +1,933 New
LCM
399
Leisure Capital Management
California
$203K
DP
400
Denver PWM
Colorado
$202K -$17.1K -165 -8%

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.