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iShares Core S&P US Growth ETF

526 hedge funds and large institutions have $8.97B invested in iShares Core S&P US Growth ETF in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 178 increasing their positions, 166 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 166

0.11% more ownership

Funds ownership: 69.53%69.63% (+0.11%)

5% less funds holding

Funds holding: 555526 (-29)

8% less capital invested

Capital invested by funds: $9.73B → $8.97B (-$759M)

23% less funds holding in top 10

Funds holding in top 10: 3124 (-7)

31% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 65

Holders
526
Holders Change
-29
Holders Change %
-5.23%
% of All Funds
8.3%
Holding in Top 10
24
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-22.58%
% of All Funds
0.38%
New
45
Increased
178
Reduced
166
Closed
65
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
+$327K
Name Holding Trade Value Shares
Change
Change in
Stake
MPCG
451
Matrix Private Capital Group
New York
$37K
ZB
452
Zions Bancorporation
Utah
$37K
GEA
453
Glen Eagle Advisors
New Jersey
$37K
FRA
454
Front Row Advisors
California
$36K
MFC
455
Mechanics Financial Corp
Ohio
$36K
OSAM
456
O'Shaughnessy Asset Management
Connecticut
$34K +$18.6K +179 +129%
PCA
457
Providence Capital Advisors
North Carolina
$32K -$8.83K -85 -22%
HS
458
Horan Securities
United States
$32K
CPFP
459
Clear Perspectives Financial Planning
Ohio
$31K -$10.4K -100 -26%
LPWM
460
Lake Point Wealth Management
Texas
$31K
NSB
461
Norway Savings Bank
Maine
$30K +$29.9K +288 New
AA
462
Addison Advisors
Vermont
$29K
BWA
463
BDO Wealth Advisors
Florida
$29K
AWM
464
Accel Wealth Management
Iowa
$28K -$40.7K -392 -59%
AIC
465
Archer Investment Corporation
Indiana
$27.6K +$1.45K +14 +6%
SC
466
SouthState Corp
Florida
$27K
JHCP
467
Jackson Hole Capital Partners
Oklahoma
$26K
FDCDDQ
468
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.4K +$14.5K +140 +140%
DHGWA
469
Dixon Hughes Goodman Wealth Advisors
North Carolina
$25K
LWP
470
Lumature Wealth Partners
Georgia
$25K
FWP
471
FAS Wealth Partners
Kansas
$24K
TCWA
472
Ten Capital Wealth Advisors
Washington
$23K
SN
473
Sittner & Nelson
Oregon
$23K +$22.1K +213 New
LWA
474
Lenox Wealth Advisors
New York
$22K
MCA
475
Maryland Capital Advisors
Maryland
$22K

IUSG Hedge Fund Activity: Q1 2022 in Review

526 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q1 2022, worth a combined $8.97B — down 7.8% from $9.73B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of IUSG and 45 opened new positions — a net loss of 20 holders — while 166 trimmed existing stakes and 178 added.

The largest buyer was Bank of America, adding an estimated $133M. The largest seller was Wells Fargo, cutting an estimated $50.1M.

  • 526 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q1 2022, down from 555 in Q4 2021.
  • Funds reported $8.97B of iShares Core S&P US Growth ETF stock for Q1 2022, down 7.8% quarter-over-quarter.
  • 45 funds opened new iShares Core S&P US Growth ETF positions in Q1 2022 and 65 closed out, a net change of -20 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q1 2022 was Bank of America, an estimated $133M added.
  • The largest iShares Core S&P US Growth ETF seller in Q1 2022 was Wells Fargo, an estimated $50.1M sold.

Based on aggregated 13F filings for Q1 2022.