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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
CA
451
CoreCap Advisors
Michigan
$58.3K +$59.8K +715 New
SIS
452
Sound Income Strategies
Florida
$57.5K
SWA
453
SOA Wealth Advisors
New York
$55.3K -$4.51K -54 -7%
TIM
454
Tortoise Investment Management
New York
$54.7K +$56.1K +671 New
WA
455
Win Advisors
Florida
$53.9K -$20.1K -240 -27%
OWA
456
One Wealth Advisors
California
$43.8K +$44.9K +537 New
MS
457
Madden Securities
Texas
$43.5K +$44.5K +533 New
FFA
458
Founders Financial Alliance
North Carolina
$42.9K
PIMG
459
Patriot Investment Management Group
Tennessee
$42.9K +$41.6K +498 New
HWA
460
Heritage Wealth Advisors
Virginia
$42.8K
R
461
Rebalance
California
$41.8K +$42.9K +513 New
Fifth Third Bancorp
462
Fifth Third Bancorp
Ohio
$39.4K
CFD
463
Creative Financial Designs
Indiana
$38.2K +$84 +1 +0.2%
CPG
464
Cornerstone Planning Group
New Jersey
$38.1K +$38.7K +463 New
AA
465
Addison Advisors
Vermont
$37.9K +$5.01K +60 +15%
BAAM
466
Baker Avenue Asset Management
California
$37.1K -$469K -5,609 -92%
OSAM
467
O'Shaughnessy Asset Management
Connecticut
$36K -$5.18K -62 -12%
KTC
468
Kistler-Tiffany Companies
Pennsylvania
$35.1K
WFA
469
WestHill Financial Advisors
California
$34.2K +$35K +419 New
RA
470
Rise Advisors
New York
$33K +$33.8K +404 New
MPCG
471
Matrix Private Capital Group
New York
$32.6K
GMA
472
Glassy Mountain Advisors
Maryland
$32.4K +$33.2K +397 New
AW
473
Avion Wealth
Texas
$32K
CFB
474
Cullen/Frost Bankers
Texas
$31.5K
FRA
475
Front Row Advisors
California
$31K +$2.84K +34 +10%

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.