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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
TFGT
426
TS Financial Group (TSFG)
Illinois
$104K -$1.42K -17 -1%
AIM
427
Acropolis Investment Management
Missouri
$103K
IWP
428
IAG Wealth Partners
Wisconsin
$102K +$44.4K +531 +74%
SC
429
Savant Capital
Illinois
$98.8K +$17.7M +211,392 New
FA
430
Fiduciary Alliance
South Carolina
$93.1K +$95.4K +1,142 New
NFSG
431
Newbridge Financial Services Group
Florida
$92.7K +$11.5K +138 +14%
LOIP
432
Live Oak Investment Partners
Texas
$86.3K
JMF
433
Johnson Midwest Financial
Iowa
$85K
KFI
434
Key Financial Inc
Pennsylvania
$84.5K
AAP
435
Arax Advisory Partners
Colorado
$81.8K +$501 +6 +0.6%
FCA
436
FinTrust Capital Advisors
South Carolina
$81.5K
MBFW
437
Morton Brown Family Wealth
Pennsylvania
$80.9K
CWP
438
Concord Wealth Partners
Virginia
$77.8K +$79.7K +954 New
PA
439
PSI Advisors
Florida
$75.7K -$161K -1,925 -67%
HNB
440
Huntington National Bank
Ohio
$75.2K
Qube Research & Technologies (QRT)
441
Qube Research & Technologies (QRT)
United Kingdom
$74.3K -$134K -1,609 -64%
CHA
442
Carmichael Hill & Associates
Maryland
$73.5K
EW
443
Element Wealth
Mississippi
$72.4K +$18K +215 +32%
PPC
444
Park Place Capital
Alabama
$71K +$73K +874 New
EWA
445
EverSource Wealth Advisors
Alabama
$70.9K +$41.7K +499 +135%
JGIA
446
Jackson Grant Investment Advisers
Connecticut
$68.6K +$84 +1 +0.1%
LWP
447
Laurel Wealth Planning
Minnesota
$67K
BONH
448
Bank of New Hampshire
New Hampshire
$66K +$53.9K +645 +384%
ADL
449
Asset Dedication LLC
California
$65K +$22.7K +272 +53%
FHA
450
First Horizon Advisors
Tennessee
$61.2K

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.