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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
TVAMP
26
Tennessee Valley Asset Management Partners
Tennessee
$31.6M +$1.19M +13,014 +4%
DA
27
Doliver Advisors
Texas
$29.5M -$2.37M -25,858 -7%
MWP
28
Madison Wealth Partners
Wisconsin
$27.4M +$2.57M +28,057 +9%
SSB
29
Sandy Spring Bank
Maryland
$24.9M +$597K +6,509 +2%
MWM
30
Mascoma Wealth Management
New Hampshire
$20.1M -$888K -9,690 -4%
AAMA
31
Advanced Asset Management Advisors
Ohio
$20.1M
WWM
32
Windsor Wealth Management
Indiana
$19.9M +$2.07M +22,566 +11%
UCFA
33
United Capital Financial Advisors
Texas
$19.8M -$1.72M -18,760 -7%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$18.9M +$233K +2,541 +1%
CI
35
CX Institutional
Indiana
$18.8M +$438K +4,779 +2%
MML Investors Services
36
MML Investors Services
Massachusetts
$18.3M +$2.03M +22,159 +11%
AWA
37
Amplius Wealth Advisors
Pennsylvania
$18.1M -$1.06M -11,581 -5%
VC
38
Veracity Capital
Georgia
$18M +$17.3K +189 +0.1%
HWA
39
Hilltop Wealth Advisors
North Carolina
$17.6M +$19.3M +210,626 New
MWM
40
Modera Wealth Management
New Jersey
$17.3M -$550K -6,000 -3%
Allspring Global Investments
41
Allspring Global Investments
North Carolina
$17.1M +$16.5M +179,621 +719%
PAG
42
Private Advisor Group
New Jersey
$17M +$2.85M +31,136 +18%
FWM
43
ForthRight Wealth Management
Georgia
$16.5M -$912K -9,945 -5%
AAS
44
Avantax Advisory Services
Texas
$14.9M +$53.7K +586 +0.3%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$14.4M -$1.01M -10,984 -6%
CAN
46
Cetera Advisor Networks
California
$14.2M +$726K +7,924 +5%
ClearBridge Investments
47
ClearBridge Investments
New York
$14M +$7.19M +78,477 +88%
Truist Financial
48
Truist Financial
North Carolina
$13.9M -$3.58M -39,073 -19%
AF
49
Allworth Financial
California
$13.8M -$314K -3,423 -2%
EWA
50
ERTS Wealth Advisors
Michigan
$13.2M +$278K +3,037 +2%

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.