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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
HWMA
376
Heritage Wealth Management (Arizona)
Arizona
$160K -$5.41K -59 -3%
PA
377
Parallel Advisors
California
$155K -$106K -1,159 -38%
PMFA
378
Plante Moran Financial Advisors
Michigan
$146K -$56.8K -619 -26%
PFGIA
379
Patriot Financial Group Insurance Agency
Massachusetts
$143K +$149K +1,627 +2,034%
AWM
380
Avior Wealth Management
Nebraska
$136K +$275 +3 +0.2%
MPWT
381
MassMutual Private Wealth & Trust
Connecticut
$134K
SMA
382
Sage Mountain Advisors
Georgia
$124K
WA
383
Win Advisors
Florida
$120K -$6.56M -71,523 -98%
BA
384
Ballast Advisors
Minnesota
$117K
CA
385
Centerpoint Advisors
Massachusetts
$112K +$26.5K +289 +28%
TFGT
386
TS Financial Group (TSFG)
Illinois
$108K -$12.7K -139 -10%
AIM
387
Acropolis Investment Management
Missouri
$106K
AF
388
Advisornet Financial
Minnesota
$104K -$7.98K -87 -7%
EIP
389
Ellis Investment Partners
Pennsylvania
$100K
CCM
390
Covington Capital Management
California
$91K
FCA
391
FinTrust Capital Advisors
South Carolina
$90K
KFI
392
Key Financial Inc
Pennsylvania
$89K +$29.5K +322 +44%
MBFW
393
Morton Brown Family Wealth
Pennsylvania
$83K
AAP
394
Arax Advisory Partners
Colorado
$83K +$183 +2 +0.2%
NFSG
395
Newbridge Financial Services Group
Florida
$83K +$183 +2 +0.2%
HNB
396
Huntington National Bank
Ohio
$76K
ETI
397
Enterprise Trust & Investment
California
$75K -$18.3K -200 -18%
CHA
398
Carmichael Hill & Associates
Maryland
$75K
JGIA
399
Jackson Grant Investment Advisers
Connecticut
$70K
LWP
400
Laurel Wealth Planning
Minnesota
$69K -$32K -349 -30%

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.