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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
AIM
401
Acropolis Investment Management
Missouri
$101K
AF
402
Advisornet Financial
Minnesota
$99K
EIP
403
Ellis Investment Partners
Pennsylvania
$96K
CCM
404
Covington Capital Management
California
$87K
KFI
405
Key Financial Inc
Pennsylvania
$85K
FCA
406
FinTrust Capital Advisors
South Carolina
$82K
AAP
407
Arax Advisory Partners
Colorado
$80K
MBFW
408
Morton Brown Family Wealth
Pennsylvania
$80K
NFSG
409
Newbridge Financial Services Group
Florida
$80K +$270 +3 +0.3%
WA
410
Win Advisors
Florida
$72K -$46.7K -519 -37%
CHA
411
Carmichael Hill & Associates
Maryland
$72K
S
412
SignatureFD
Georgia
$68K +$9.19K +102 +14%
JGIA
413
Jackson Grant Investment Advisers
Connecticut
$67K
LWP
414
Laurel Wealth Planning
Minnesota
$66K
FHA
415
First Horizon Advisors
Tennessee
$60K
IWP
416
IAG Wealth Partners
Wisconsin
$58K
SWA
417
SOA Wealth Advisors
New York
$58K +$65.9K +732 New
SIS
418
Sound Income Strategies
Florida
$57K
EW
419
Element Wealth
Mississippi
$54K +$270 +3 +0.4%
HWA
420
Heritage Wealth Advisors
Virginia
$42.1K
FFA
421
Founders Financial Alliance
North Carolina
$42K
MCC
422
Money Concepts Capital
Florida
$42K
ADL
423
Asset Dedication LLC
California
$41K +$46.6K +517 New
OSAM
424
O'Shaughnessy Asset Management
Connecticut
$40K -$270 -3 -0.6%
MA
425
MUFG Americas
New York
$40K +$44.5K +494 New

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.