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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
TVAMP
26
Tennessee Valley Asset Management Partners
Tennessee
$32.7M +$2.72M +30,196 +8%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$32.5M +$16.1M +179,098 +79%
CI
28
CX Institutional
Indiana
$29.6M +$13M +144,589 +64%
DA
29
Doliver Advisors
Texas
$29M +$871K +9,672 +3%
MWP
30
Madison Wealth Partners
Wisconsin
$27.5M +$1.43M +15,835 +5%
SSB
31
Sandy Spring Bank
Maryland
$24.8M +$1.13M +12,498 +4%
MWM
32
Mascoma Wealth Management
New Hampshire
$20.1M +$916K +10,172 +4%
WWM
33
Windsor Wealth Management
Indiana
$20M +$1.29M +14,360 +6%
M&T Bank
34
M&T Bank
New York
$19.5M -$1.73M -19,254 -7%
AAMA
35
Advanced Asset Management Advisors
Ohio
$19.2M
VC
36
Veracity Capital
Georgia
$19M +$1.95M +21,702 +10%
ClearBridge Investments
37
ClearBridge Investments
New York
$18.3M +$5.51M +61,175 +37%
UCFA
38
United Capital Financial Advisors
Texas
$18.1M -$929K -10,312 -4%
MWM
39
Modera Wealth Management
New Jersey
$17.8M +$1.39M +15,458 +7%
HWA
40
Hilltop Wealth Advisors
North Carolina
$17.8M +$980K +10,882 +5%
AWA
41
Amplius Wealth Advisors
Pennsylvania
$17.5M +$261K +2,901 +1%
MML Investors Services
42
MML Investors Services
Massachusetts
$16.2M -$1.5M -16,624 -8%
FWM
43
ForthRight Wealth Management
Georgia
$16.1M +$289K +3,211 +2%
PAG
44
Private Advisor Group
New Jersey
$15.9M -$473K -5,255 -3%
CAN
45
Cetera Advisor Networks
California
$14.9M +$1.48M +16,397 +10%
AAS
46
Avantax Advisory Services
Texas
$14.8M +$583K +6,479 +4%
AF
47
Allworth Financial
California
$14.3M +$1.17M +12,950 +8%
GWM
48
GDS Wealth Management
Texas
$14M +$4.35M +48,299 +38%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$13.8M +$1.72M +19,142 +13%
EWA
50
ERTS Wealth Advisors
Michigan
$13.1M +$498K +5,526 +4%

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.