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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
Baird Financial Group
26
Baird Financial Group
Wisconsin
$32.9M -$89.4K -1,070 -0.3%
MWM
27
Modera Wealth Management
New Jersey
$30.2M +$12.4M +148,600 +67%
WWM
28
Windsor Wealth Management
Indiana
$29.7M +$9.91M +118,557 +48%
DA
29
Doliver Advisors
Texas
$28.4M -$1.11M -13,310 -4%
Charles Schwab
30
Charles Schwab
California
$28.3M -$7.48M -89,486 -20%
MWP
31
Madison Wealth Partners
Wisconsin
$28.3M +$347K +4,148 +1%
CI
32
CX Institutional
Indiana
$27M -$3.22M -38,539 -10%
SSB
33
Sandy Spring Bank
Maryland
$25.3M +$89.2K +1,067 +0.3%
DI
34
DDFG Inc
California
$25M +$25.6M +306,266 New
AF
35
Allworth Financial
California
$24.1M +$9.88M +118,212 +66%
TLA
36
Tanglewood Legacy Advisors
Texas
$23.4M +$24M +286,911 New
Osaic Holdings
37
Osaic Holdings
Arizona
$22.9M -$11.7M -140,537 -33%
Kayne Anderson Rudnick Investment Management
38
Kayne Anderson Rudnick Investment Management
California
$22.4M +$17.9M +214,705 +354%
SWA
39
Strategies Wealth Advisors
Michigan
$21.8M +$22.4M +267,449 New
William Blair & Company
40
William Blair & Company
Illinois
$20.9M +$11.3M +135,558 +112%
VC
41
Veracity Capital
Georgia
$20.3M +$1.03M +12,346 +5%
AAMA
42
Advanced Asset Management Advisors
Ohio
$19.5M
MWM
43
Mascoma Wealth Management
New Hampshire
$19.3M -$1.14M -13,595 -5%
RWP
44
RWA Wealth Partners
Massachusetts
$19M +$19.1M +228,880 New
HWA
45
Hilltop Wealth Advisors
North Carolina
$18.9M +$830K +9,926 +4%
AllianceBernstein
46
AllianceBernstein
Tennessee
$18.8M +$14.1M +169,247 +277%
ECG
47
Edge Capital Group
Georgia
$17.8M +$7.48M +89,475 +70%
Stifel Financial
48
Stifel Financial
Missouri
$17.5M +$8.35M +99,942 +87%
CAN
49
Cetera Advisor Networks
California
$17.5M +$2.35M +28,074 +15%
UCFA
50
United Capital Financial Advisors
Texas
$17.3M -$1.2M -14,319 -6%

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.