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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
Osaic Holdings
26
Osaic Holdings
Arizona
$37M -$7.12M -68,490 -17%
MWP
27
Madison Wealth Partners
Wisconsin
$31.6M +$1.46M +14,032 +5%
SSB
28
Sandy Spring Bank
Maryland
$30.7M -$194K -1,867 -0.6%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$28.7M -$43.9M -422,977 -61%
UCFA
30
United Capital Financial Advisors
Texas
$26.9M -$1.64M -15,763 -6%
MWM
31
Mascoma Wealth Management
New Hampshire
$26.4M +$127K +1,222 +0.5%
AAMA
32
Advanced Asset Management Advisors
Ohio
$25.3M
PBF
33
Petix & Botte Financial
California
$24.2M +$12.4M +119,386 +109%
PSUF
34
People's United Financial
Connecticut
$24.1M -$2.01M -19,364 -8%
AWA
35
Amplius Wealth Advisors
Pennsylvania
$24M -$1.28M -12,314 -5%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$23.6M -$1.79M -17,231 -7%
CI
37
CX Institutional
Indiana
$23.3M +$2.64M +25,420 +13%
VC
38
Veracity Capital
Georgia
$22.7M +$1.82M +17,562 +9%
MWM
39
Modera Wealth Management
New Jersey
$22.5M +$20.9M +201,285 +1,757%
IWS
40
Insight Wealth Strategies
California
$22.4M +$246K +2,364 +1%
FWM
41
ForthRight Wealth Management
Georgia
$21.9M +$2.54M +24,461 +13%
Truist Financial
42
Truist Financial
North Carolina
$21.7M +$743K +7,156 +4%
WWM
43
Windsor Wealth Management
Indiana
$21.5M +$634K +6,106 +3%
MAM
44
Madison Asset Management
Wisconsin
$21.2M +$1.65M +15,917 +9%
MML Investors Services
45
MML Investors Services
Massachusetts
$20.7M +$1.15M +11,113 +6%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$19.4M -$1.18M -11,355 -6%
AAS
47
Avantax Advisory Services
Texas
$18.7M +$2.43M +23,395 +15%
PAG
48
Private Advisor Group
New Jersey
$18.2M +$1.44M +13,823 +9%
AF
49
Allworth Financial
California
$17.8M +$4.36M +41,962 +33%
CAN
50
Cetera Advisor Networks
California
$17.1M -$1.46M -14,060 -8%

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.