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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
BCWM
476
Bartlett & Co Wealth Management
Ohio
$11K
CTB
477
Country Trust Bank
Illinois
$10K
FWA
478
FSC Wealth Advisors
New York
$10K
CAL
479
Capital Advisors Ltd
Ohio
$9K
BHWM
480
Beaird Harris Wealth Management
Texas
$9K +$10.3K +114 New
VWM
481
Valley Wealth Managers
New Jersey
$8K
ACA
482
Aptus Capital Advisors
Alabama
$8K +$9.54K +106 New
MRCM
483
M&R Capital Management
New Jersey
$7K
SIC
484
Salem Investment Counselors
North Carolina
$7K
CAAS
485
Capital Asset Advisory Services
Michigan
$7K +$1.62K +18 +26%
TFM
486
TFC Financial Management
Massachusetts
$6K
WTC
487
WhitTier Trust Company
Nevada
$6K
WWM
488
Wolff Wiese Magana
California
$6K
IF
489
Integrity Financial
Wyoming
$5K -$7.56K -84 -56%
OA
490
Operose Advisors
Wisconsin
$5K
TSWM
491
Tyler-Stone Wealth Management
Ohio
$5K
NMG
492
New Millennium Group
Utah
$5K +$5.22K +58 New
BWL
493
Bogart Wealth LLC
Virginia
$4K
MIM
494
MTM Investment Management
South Carolina
$4K
KFS
495
Kelly Financial Services
Massachusetts
$3.64K
FHC
496
First Heartland Consultants
Missouri
$3.45K +$19.5K +216 +0.5%
AWM
497
Atticus Wealth Management
Florida
$3K
HI
498
Hudock Inc
Pennsylvania
$3K
OFG
499
Oxford Financial Group
Indiana
$3K
TFS
500
TrustCore Financial Services
Tennessee
$2K -$5.13K -57 -71%

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.