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iShares Core S&P US Growth ETF

526 hedge funds and large institutions have $8.97B invested in iShares Core S&P US Growth ETF in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 178 increasing their positions, 166 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 166

0.11% more ownership

Funds ownership: 69.53%69.63% (+0.11%)

5% less funds holding

Funds holding: 555526 (-29)

8% less capital invested

Capital invested by funds: $9.73B → $8.97B (-$759M)

23% less funds holding in top 10

Funds holding in top 10: 3124 (-7)

31% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 65

Holders
526
Holders Change
-29
Holders Change %
-5.23%
% of All Funds
8.3%
Holding in Top 10
24
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-22.58%
% of All Funds
0.38%
New
45
Increased
178
Reduced
166
Closed
65
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
+$327K
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
501
WhitTier Trust Company
Nevada
$8K
WWM
502
Wolff Wiese Magana
California
$8K
CAAS
503
Capital Asset Advisory Services
Michigan
$7K
TSWM
504
Tyler-Stone Wealth Management
Ohio
$7K +$6.44K +62 New
MIM
505
MTM Investment Management
South Carolina
$6K
TFS
506
TrustCore Financial Services
Tennessee
$6K
OA
507
Operose Advisors
Wisconsin
$6K +$6.23K +60 New
CI
508
Carroll Investors
South Carolina
$6K +$6.75K +65 New
BWL
509
Bogart Wealth LLC
Virginia
$5K -$3.32K -32 -39%
RG
510
Retirement Group
California
$5K
TCM
511
Tradewinds Capital Management
Washington
$5K +$4.57K +44 New
KFS
512
Kelly Financial Services
Massachusetts
$4.77K
AF
513
Arrow Financial
New York
$4K -$3.74K -36 -50%
OFG
514
Oxford Financial Group
Indiana
$4K
GT
515
Glenmede Trust
Pennsylvania
$4K +$4.05K +39 New
BNP Paribas Financial Markets
516
BNP Paribas Financial Markets
France
$3.49K +$3.43K +33 New
BL
517
Balentine LLC
Georgia
$3K
BCM
518
Bourgeon Capital Management
Connecticut
$3K
CSB
519
City State Bank
Iowa
$3K
MA
520
MUFG Americas
New York
$3K +$3.12K +30 New
SWM
521
Selective Wealth Management
Virginia
$2K
VNA
522
Valley National Advisers
Pennsylvania
$2K
WT
523
Washington Trust
Rhode Island
$2K
Simplex Trading
524
Simplex Trading
Illinois
$2K +$2.39K +23 New
HIA
525
Harbor Investment Advisory
Maryland
$1K

IUSG Hedge Fund Activity: Q1 2022 in Review

526 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q1 2022, worth a combined $8.97B — down 7.8% from $9.73B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of IUSG and 45 opened new positions — a net loss of 20 holders — while 166 trimmed existing stakes and 178 added.

The largest buyer was Bank of America, adding an estimated $133M. The largest seller was Wells Fargo, cutting an estimated $50.1M.

  • 526 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q1 2022, down from 555 in Q4 2021.
  • Funds reported $8.97B of iShares Core S&P US Growth ETF stock for Q1 2022, down 7.8% quarter-over-quarter.
  • 45 funds opened new iShares Core S&P US Growth ETF positions in Q1 2022 and 65 closed out, a net change of -20 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q1 2022 was Bank of America, an estimated $133M added.
  • The largest iShares Core S&P US Growth ETF seller in Q1 2022 was Wells Fargo, an estimated $50.1M sold.

Based on aggregated 13F filings for Q1 2022.