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iShares Core S&P US Growth ETF

513 hedge funds and large institutions have $7.33B invested in iShares Core S&P US Growth ETF in 2022 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 183 increasing their positions, 142 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 40

29% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 142

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

2% more funds holding

Funds holding: 501513 (+12)

0.06% less ownership

Funds ownership: 70.7%70.64% (-0.06%)

3% less capital invested

Capital invested by funds: $7.55B → $7.33B (-$222M)

Holders
513
Holders Change
+12
Holders Change %
+2.4%
% of All Funds
8.84%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.47%
New
58
Increased
183
Reduced
142
Closed
40
Calls
$457K
Puts
Net Calls
+$457K
Net Calls Change
+$63K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
451
Accel Wealth Management
Iowa
$21K
BWA
452
BDO Wealth Advisors
Florida
$21K
MSFP
453
Mark Sheptoff Financial Planning
Connecticut
$21K
JHCP
454
Jackson Hole Capital Partners
Oklahoma
$20K
LWP
455
Lumature Wealth Partners
Georgia
$19K
TCWA
456
Ten Capital Wealth Advisors
Washington
$19K
CCA
457
Column Capital Advisors
Indiana
$19K +$10.9K +121 +101%
Franklin Resources
458
Franklin Resources
California
$18K -$720 -8 -3%
FWP
459
FAS Wealth Partners
Kansas
$18K +$90 +1 +0.4%
QCG
460
Quadrant Capital Group
Ohio
$18K +$20.5K +228 New
FSWA
461
Financial Synergies Wealth Advisors
Texas
$17.6K -$630 -7 -3%
BCMLT
462
Beacon Capital Management LLC (Tennessee)
Tennessee
$17K
MCA
463
Maryland Capital Advisors
Maryland
$17K
SN
464
Sittner & Nelson
Oregon
$17K
TFP
465
Tilia Fiduciary Partners
North Carolina
$17K
BSSFA
466
Baron Silver Stevens Financial Advisors
Florida
$16.7K +$192K +2,131 New
CT
467
Caldwell Trust
Florida
$14.4K
BONH
468
Bank of New Hampshire
New Hampshire
$13K
First Manhattan
469
First Manhattan
New York
$12K
HWA
470
HHM Wealth Advisors
Tennessee
$12K
FDCDDQ
471
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.2K -$9.01K -100 -42%
TAM
472
Tucker Asset Management
Colorado
$11K +$11.8K +131 New
BC
473
Bartlett & Co
Ohio
$11K
M
474
MOTCO
Texas
$11K +$12.5K +139 New
TCM
475
TD Capital Management
Tennessee
$11K +$12.6K +140 New

IUSG Hedge Fund Activity: Q3 2022 in Review

513 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q3 2022, worth a combined $7.33B — down 2.9% from $7.55B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new IUSG positions and 40 closed out — a net gain of 18 holders — while 183 added to existing stakes and 142 trimmed.

The largest buyer was Madison Asset Management, adding an estimated $38.9M. The largest seller was Bank of America, cutting an estimated $59.5M.

  • 513 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q3 2022, up from 501 in Q2 2022.
  • Funds reported $7.33B of iShares Core S&P US Growth ETF stock for Q3 2022, down 2.9% quarter-over-quarter.
  • 58 funds opened new iShares Core S&P US Growth ETF positions in Q3 2022 and 40 closed out, a net change of +18 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q3 2022 was Madison Asset Management, an estimated $38.9M added.
  • The largest iShares Core S&P US Growth ETF seller in Q3 2022 was Bank of America, an estimated $59.5M sold.

Based on aggregated 13F filings for Q3 2022.