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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
VAS
401
Vestmark Advisory Solutions
Massachusetts
$201K -$331K -3,189 -63%
FNBT
402
FineMark National Bank & Trust
Florida
$201K
PCG
403
Private Capital Group
Connecticut
$175K
AWM
404
Avior Wealth Management
Nebraska
$172K +$312 +3 +0.2%
CA
405
Clearstead Advisors
Ohio
$169K
MPWT
406
MassMutual Private Wealth & Trust
Connecticut
$169K
SMA
407
Sage Mountain Advisors
Georgia
$156K -$23.9K -230 -13%
TFGT
408
TS Financial Group (TSFG)
Illinois
$151K -$12.3K -118 -8%
BA
409
Ballast Advisors
Minnesota
$147K
AF
410
Advisornet Financial
Minnesota
$140K
AIM
411
Acropolis Investment Management
Missouri
$133K
EIP
412
Ellis Investment Partners
Pennsylvania
$127K -$9.77K -94 -7%
LWP
413
Laurel Wealth Planning
Minnesota
$124K
ETI
414
Enterprise Trust & Investment
California
$116K -$10.4K -100 -8%
CCM
415
Covington Capital Management
California
$115K
CA
416
Centerpoint Advisors
Massachusetts
$110K +$69.9K +673 +181%
CTC
417
Central Trust Company
Missouri
$109K -$2.29K -22 -2%
FCA
418
FinTrust Capital Advisors
South Carolina
$106K -$39K -375 -27%
MBFW
419
Morton Brown Family Wealth
Pennsylvania
$105K
AAP
420
Arax Advisory Partners
Colorado
$105K +$208 +2 +0.2%
NFSG
421
Newbridge Financial Services Group
Florida
$105K +$60.5K +582 +141%
CHA
422
Carmichael Hill & Associates
Maryland
$95K
JGIA
423
Jackson Grant Investment Advisers
Connecticut
$89K
DWP
424
Destiny Wealth Partners
Florida
$89K +$73.9K +711 +543%
IWP
425
IAG Wealth Partners
Wisconsin
$82K

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.