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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
SAM
401
Silvercrest Asset Management
New York
$217K +$585 +7 +0.3%
EI
402
Ellevest Inc
New York
$216K -$41.7K -499 -16%
WBC
403
West Branch Capital
Massachusetts
$216K +$418 +5 +0.2%
CL
404
Choreo LLC
Illinois
$214K
VF
405
VitalStone Financial
Texas
$213K +$218K +2,612 New
CA
406
Claro Advisors
Massachusetts
$210K -$11.2K -134 -5%
CC
407
Cypress Capital
Tennessee
$209K
PCA
408
Personal Capital Advisors
California
$202K +$207K +2,473 New
CWM
409
Collaborative Wealth Management
Florida
$201K -$11K -132 -5%
FFA
410
Farther Finance Advisors
California
$192K +$196K +2,350 New
CS
411
Comerica Securities
Michigan
$177K +$182K +2,174 New
PA
412
Parallel Advisors
California
$172K -$93K -1,113 -35%
FP
413
Financial Perspectives
Minnesota
$165K +$334 +4 +0.2%
RFA
414
Resurgent Financial Advisors
Georgia
$163K +$167K +2,001 New
CTC
415
Central Trust Company
Missouri
$157K -$25.1K -300 -14%
BFPW
416
BOK Financial Private Wealth
Colorado
$150K -$23.1K -276 -13%
PMFA
417
Plante Moran Financial Advisors
Michigan
$142K
AWM
418
Avior Wealth Management
Nebraska
$134K +$418 +5 +0.3%
MPWT
419
MassMutual Private Wealth & Trust
Connecticut
$130K
DIP
420
DT Investment Partners
Pennsylvania
$125K
BC
421
Barrett & Company
Rhode Island
$124K
SMA
422
Sage Mountain Advisors
Georgia
$121K
CA
423
Centerpoint Advisors
Massachusetts
$117K +$3.68K +44 +3%
BA
424
Ballast Advisors
Minnesota
$114K
AF
425
Advisornet Financial
Minnesota
$107K +$5.68K +68 +5%

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.