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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
M&T Bank
401
M&T Bank
New York
$69K +$24.1M +262,828 New
FHA
402
First Horizon Advisors
Tennessee
$63K
Fifth Third Bancorp
403
Fifth Third Bancorp
Ohio
$63K +$60.1K +655 +689%
S
404
SignatureFD
Georgia
$62K +$15.7K +171 +30%
IWP
405
IAG Wealth Partners
Wisconsin
$60K -$5.32K -58 -7%
SIS
406
Sound Income Strategies
Florida
$59K +$64.6K +705 New
EW
407
Element Wealth
Mississippi
$56K +$92 +1 +0.1%
Qube Research & Technologies (QRT)
408
Qube Research & Technologies (QRT)
United Kingdom
$56K +$61.8K +674 New
CWP
409
Concord Wealth Partners
Virginia
$51K -$4.03K -44 -7%
MA
410
MCF Advisors
Kentucky
$51K
CIAS
411
Capital Investment Advisory Services
North Carolina
$50K
MAM
412
Meeder Asset Management
Ohio
$45K
MCC
413
Money Concepts Capital
Florida
$44K -$355K -3,876 -88%
FFA
414
Founders Financial Alliance
North Carolina
$44K
HWA
415
Heritage Wealth Advisors
Virginia
$44K
EWA
416
EverSource Wealth Advisors
Alabama
$43K -$2.66K -29 -5%
OSAM
417
O'Shaughnessy Asset Management
Connecticut
$42K +$17.3K +189 +59%
CA
418
Clearstead Advisors
Ohio
$41K -$101K -1,100 -69%
CFD
419
Creative Financial Designs
Indiana
$39K +$5.41K +59 +14%
GEA
420
Glen Eagle Advisors
New Jersey
$38.1K +$9.63K +105 +30%
CA
421
CoreCap Advisors
Michigan
$38K +$41.7K +455 New
KTC
422
Kistler-Tiffany Companies
Pennsylvania
$36K
TCWM
423
Total Clarity Wealth Management
Illinois
$36K +$39.2K +428 New
GWMIA
424
Global Wealth Management Investment Advisory
Florida
$33K
MPCG
425
Matrix Private Capital Group
New York
$33K +$4.58K +50 +14%

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.