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
FWP
451
FAS Wealth Partners
Kansas
$19K +$92 +1 +0.4%
FSWA
452
Financial Synergies Wealth Advisors
Texas
$18.9K +$20.7K +226 New
MCA
453
Maryland Capital Advisors
Maryland
$18K
SN
454
Sittner & Nelson
Oregon
$18K
TFP
455
Tilia Fiduciary Partners
North Carolina
$18K
CT
456
Caldwell Trust
Florida
$15.1K
GI
457
Gradient Investments
Minnesota
$15K
BONH
458
Bank of New Hampshire
New Hampshire
$14K +$15.4K +168 New
HWA
459
HHM Wealth Advisors
Tennessee
$13K
IF
460
Integrity Financial
Wyoming
$12K
First Manhattan
461
First Manhattan
New York
$12K +$13.8K +151 New
BCWM
462
Bartlett & Co Wealth Management
Ohio
$11.5K
BC
463
Bartlett & Co
Ohio
$11K
CTB
464
Country Trust Bank
Illinois
$11K
FWA
465
FSC Wealth Advisors
New York
$10K -$5.68K -62 -34%
CCA
466
Column Capital Advisors
Indiana
$10K
CWM
467
Curi Wealth Management
North Carolina
$9K +$92 +1 +1%
CAL
468
Capital Advisors Ltd
Ohio
$9K +$10.3K +112 New
SIC
469
Salem Investment Counselors
North Carolina
$8K
MRCM
470
M&R Capital Management
New Jersey
$8K +$9.08K +99 New
VWM
471
Valley Wealth Managers
New Jersey
$8K +$9.17K +100 New
AIP
472
Ahrens Investment Partners
Louisiana
$7K
WTC
473
WhitTier Trust Company
Nevada
$7K
TFS
474
TrustCore Financial Services
Tennessee
$7K +$2.11K +23 +40%
CAAS
475
Capital Asset Advisory Services
Michigan
$6K

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.