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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
PB
476
Pinnacle Bancorp
Nebraska
$30K +$30.6K +366 New
GEA
477
Glen Eagle Advisors
New Jersey
$28.5K
WTA
478
Washington Trust Advisors
Massachusetts
$28K +$28.8K +344 New
MFC
479
Mechanics Financial Corp
Ohio
$28K
DWA
480
Dougherty Wealth Advisers
Minnesota
$27.8K -$3.09K -37 -10%
EWM
481
EPG Wealth Management
Georgia
$27.1K
CSPIA
482
Cary Street Partners Investment Advisory
Virginia
$27.1K +$27.7K +332 New
FWP
483
FAS Wealth Partners
Kansas
$25.2K +$6.69K +80 +35%
HS
484
Horan Securities
United States
$24.5K
PCA
485
Providence Capital Advisors
North Carolina
$24.5K
RBC
486
Romano Brothers & Co
Illinois
$24.5K +$25.1K +300 New
RIA
487
Realta Investment Advisors
Delaware
$24.3K -$2.51K -30 -9%
BAM
488
Belpointe Asset Management
Nevada
$23.7K +$24.3K +291 New
NSB
489
Norway Savings Bank
Maine
$23.5K
SC
490
SouthState Corp
Florida
$23.2K
MSFP
491
Mark Sheptoff Financial Planning
Connecticut
$21.8K
BWA
492
BDO Wealth Advisors
Florida
$21K
USCWA
493
U.S. Capital Wealth Advisors
Texas
$21K +$21.6K +258 New
AIC
494
Archer Investment Corporation
Indiana
$20.2K -$1.17K -14 -5%
AWM
495
Accel Wealth Management
Iowa
$20.2K
JHCP
496
Jackson Hole Capital Partners
Oklahoma
$19.9K
CCA
497
Column Capital Advisors
Indiana
$19.7K +$84 +1 +0.4%
TCWA
498
Ten Capital Wealth Advisors
Washington
$19.4K
LWP
499
Lumature Wealth Partners
Georgia
$19K
QCG
500
Quadrant Capital Group
Ohio
$18.6K

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.