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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
TFM
476
TFC Financial Management
Massachusetts
$6K
WWM
477
Wolff Wiese Magana
California
$6K
MIM
478
MTM Investment Management
South Carolina
$5K
OA
479
Operose Advisors
Wisconsin
$5K
TSWM
480
Tyler-Stone Wealth Management
Ohio
$5K
TFA
481
Transamerica Financial Advisors
Florida
$5K +$4.95K +54 New
GFP
482
Gryphon Financial Partners
Ohio
$5K +$5.13K +56 New
BWL
483
Bogart Wealth LLC
Virginia
$4K
RG
484
Retirement Group
California
$4K
KFS
485
Kelly Financial Services
Massachusetts
$3.79K
AWM
486
Atticus Wealth Management
Florida
$3K -$32.7K -357 -90%
BL
487
Balentine LLC
Georgia
$3K
CSB
488
City State Bank
Iowa
$3K
OFG
489
Oxford Financial Group
Indiana
$3K
HI
490
Hudock Inc
Pennsylvania
$3K +$4.31K +47 New
BCM
491
Bourgeon Capital Management
Connecticut
$2K
WT
492
Washington Trust
Rhode Island
$2K
KFAA
493
Klaas Financial Asset Advisors
Illinois
$2K +$1.74K +19 New
SWM
494
Selective Wealth Management
Virginia
$1K
Simplex Trading
495
Simplex Trading
Illinois
$1K
SFG
496
Steward Financial Group
Texas
$1K
VNA
497
Valley National Advisers
Pennsylvania
$1K
HIA
498
Harbor Investment Advisory
Maryland
$1K +$92 +1 +8%
APW
499
Axim Planning & Wealth
Ohio
$1K +$642 +7 New
HFS
500
Heritage Financial Services
Massachusetts
$1K +$1.38K +15 New

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.