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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
Bank of Montreal
501
Bank of Montreal
Ontario, Canada
$628 -$99.6K -1,086 -13%
CG
502
Colony Group
Massachusetts
-$15.7M -148,234 Closed
GM
503
GeoWealth Management
Illinois
-$11.6M -109,503 Closed
WWM
504
WJ Wealth Management
Arizona
-$11.1M -105,460 Closed
RP
505
Riverbridge Partners
Minnesota
-$3.8M -35,961 Closed
AWM
506
Aries Wealth Management
Maine
-$2.15M -20,349 Closed
BCV
507
Banque Cantonale Vaudoise
Switzerland
-$1.42M -14,000 Closed
SOS
508
Silver Oak Securities
Tennessee
-$1.18M -11,483 Closed
KWM
509
Kingsview Wealth Management
Oregon
-$1.16M -11,015 Closed
FTUS
510
Flow Traders U.S.
New York
-$597K -5,650 Closed
MPM
511
Meritage Portfolio Management
Kansas
-$525K -4,970 Closed
EFL
512
ERn Financial LLC
Wisconsin
-$474K -4,491 Closed
LTL
513
Lowery Thomas LLC
California
-$351K -3,319 Closed
PPW
514
Pinnacle Private Wealth
Massachusetts
-$315K -2,981 Closed
NAS
515
Nicolet Advisory Services
Wisconsin
-$295K -2,875 Closed
FANJ
516
Financial Architects (New Jersey)
New Jersey
-$299K -2,831 Closed
SWM
517
SFG Wealth Management
Maryland
-$296K -2,805 Closed
WS
518
Wedbush Securities
California
-$290K -2,749 Closed
WPP
519
Whalerock Point Partners
Rhode Island
-$289K -2,734 Closed
MWM
520
Mission Wealth Management
California
-$286K -2,703 Closed
TI
521
Trexquant Investment
Connecticut
-$277K -2,626 Closed
CA
522
Calton & Associates
Florida
-$276K -2,615 Closed
FA
523
Flagstar Advisors
New York
-$274K -2,598 Closed
BCA
524
Bay Colony Advisors
Massachusetts
-$274K -2,597 Closed
SMH
525
Sanders Morris Harris
Texas
-$265K -2,511 Closed

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.