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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
CWM
376
Calamos Wealth Management
Illinois
$214K
WBC
377
West Branch Capital
Massachusetts
$212K +$540 +6 +0.2%
SAM
378
Silvercrest Asset Management
New York
$212K +$720 +8 +0.3%
CL
379
Choreo LLC
Illinois
$210K +$14K +155 +6%
PCA
380
Pallas Capital Advisors
Massachusetts
$209K
CWM
381
Collaborative Wealth Management
Florida
$208K -$51.2K -569 -18%
CC
382
Cypress Capital
Tennessee
$206K -$16.7K -186 -7%
Qube Research & Technologies (QRT)
383
Qube Research & Technologies (QRT)
United Kingdom
$202K +$166K +1,847 +274%
SIM
384
Sadoff Investment Management
Wisconsin
$200K -$47.4K -526 -17%
CTC
385
Central Trust Company
Missouri
$178K
GWSG
386
GPS Wealth Strategies Group
Colorado
$170K +$540 +6 +0.3%
BFPW
387
BOK Financial Private Wealth
Colorado
$170K +$191K +2,120 New
FA
388
Flagstar Advisors
New York
$169K +$190K +2,109 New
FP
389
Financial Perspectives
Minnesota
$162K +$450 +5 +0.2%
HWMA
390
Heritage Wealth Management (Arizona)
Arizona
$153K
PMFA
391
Plante Moran Financial Advisors
Michigan
$140K
AWM
392
Avior Wealth Management
Nebraska
$131K +$450 +5 +0.3%
MPWT
393
MassMutual Private Wealth & Trust
Connecticut
$128K
BC
394
Barrett & Company
Rhode Island
$124K +$137K +1,526 New
DIP
395
DT Investment Partners
Pennsylvania
$123K +$138K +1,528 New
SMA
396
Sage Mountain Advisors
Georgia
$119K
BA
397
Ballast Advisors
Minnesota
$112K
CA
398
Centerpoint Advisors
Massachusetts
$111K +$4.68K +52 +4%
HNB
399
Huntington National Bank
Ohio
$105K
TFGT
400
TS Financial Group (TSFG)
Illinois
$104K +$90 +1 +0.1%

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.