We are live on ! Find out more
IUSG icon

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
HCP
426
Hexagon Capital Partners
Arkansas
$32K -$4.58K -50 -12%
CFB
427
Cullen/Frost Bankers
Texas
$32K
VRM
428
Vectors Research Management
New York
$32K
AFS
429
Annapolis Financial Services
Maryland
$31K
FRA
430
Front Row Advisors
California
$29K
MFC
431
Mechanics Financial Corp
Ohio
$28K
HS
432
Horan Securities
United States
$26K
PCA
433
Providence Capital Advisors
North Carolina
$25K
CPFP
434
Clear Perspectives Financial Planning
Ohio
$24K
LPWM
435
Lake Point Wealth Management
Texas
$24K
NSB
436
Norway Savings Bank
Maine
$24K
SC
437
SouthState Corp
Florida
$24K +$3.03K +33 +13%
AssetMark Inc
438
AssetMark Inc
California
$23K -$36.1K -394 -59%
AA
439
Addison Advisors
Vermont
$23K
BWA
440
BDO Wealth Advisors
Florida
$22K -$1.65K -18 -7%
MSFP
441
Mark Sheptoff Financial Planning
Connecticut
$22K +$10.3K +112 +72%
AIC
442
Archer Investment Corporation
Indiana
$21.9K
AWM
443
Accel Wealth Management
Iowa
$21K -$1.74K -19 -7%
BCMLT
444
Beacon Capital Management LLC (Tennessee)
Tennessee
$21K
1IA
445
1834 Investment Advisors
Wisconsin
$21K +$22.5K +245 New
FDCDDQ
446
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.1K
JHCP
447
Jackson Hole Capital Partners
Oklahoma
$20K
LWP
448
Lumature Wealth Partners
Georgia
$20K
TCWA
449
Ten Capital Wealth Advisors
Washington
$20K +$2.02K +22 +10%
Franklin Resources
450
Franklin Resources
California
$20K +$21.5K +234 New

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.