We are live on ! Find out more
IUSG icon

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
WA
376
Wealth Alliance
New York
$261K +$2.42K +29 +0.9%
OC
377
Oarsman Capital
Wisconsin
$259K
AFG
378
Albion Financial Group
Utah
$255K -$56.3K -674 -18%
CCA
379
Cobblestone Capital Advisors
New York
$255K
WIP
380
WealthCare Investment Partners
Rhode Island
$254K +$84 +1 +0%
PFC
381
Phocas Financial Corp
California
$253K -$29.3K -350 -10%
LW
382
Linscomb Wealth
Texas
$252K -$95.6K -1,144 -27%
BWM
383
Brickley Wealth Management
California
$245K -$388K -4,646 -61%
HL
384
HeadInvest LLC
Maine
$240K
IA
385
IFP Advisors
Florida
$238K -$83.2K -996 -19%
SF
386
Safeguard Financial
Wisconsin
$237K +$243K +2,909 New
OPS
387
Orion Portfolio Solutions
Nebraska
$236K -$309K -3,693 -56%
ACM
388
Armbruster Capital Management
New York
$236K
Brown Advisory
389
Brown Advisory
Maryland
$236K -$138K -1,651 -36%
BBHC
390
Brown Brothers Harriman & Co
New York
$233K
AFC
391
AFT Forsyth & Company
Florida
$233K +$1.09K +13 +0.5%
GA
392
Goldstein Advisors
Wisconsin
$232K +$238K +2,842 New
MA
393
MONECO Advisors
Connecticut
$232K
AP
394
Adero Partners
California
$227K
SC
395
Stephens Consulting
Michigan
$225K
AA
396
Ancora Advisors
Ohio
$224K -$7.77K -93 -3%
PCA
397
Pallas Capital Advisors
Massachusetts
$222K
DAS
398
Dynamic Advisor Solutions
Arizona
$220K +$225K +2,697 New
CWM
399
Calamos Wealth Management
Illinois
$218K
BAMCO Inc
400
BAMCO Inc
New York
$217K +$223K +2,663 New

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.