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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
BL
501
Balentine LLC
Georgia
$2K
BCM
502
Bourgeon Capital Management
Connecticut
$2K
CSB
503
City State Bank
Iowa
$2K
WFA
504
Wipfli Financial Advisors
Wisconsin
$2K +$2.52K +28 New
CPFP
505
Clear Perspectives Financial Planning
Ohio
$1K -$24.8K -275 -95%
GI
506
Gradient Investments
Minnesota
$1K -$15.1K -168 -94%
HIA
507
Harbor Investment Advisory
Maryland
$1K
SWM
508
Selective Wealth Management
Virginia
$1K
Simplex Trading
509
Simplex Trading
Illinois
$1K
VNA
510
Valley National Advisers
Pennsylvania
$1K
CMP
511
Coston McIsaac & Partners
Maine
$1K +$1.35K +15 New
Bank of Montreal
512
Bank of Montreal
Ontario, Canada
$487 -$146K -1,625 -22%
JMF
513
Johnson Midwest Financial
Iowa
$84 +$94.3K +1,047 New
Westfield Capital Management
514
Westfield Capital Management
Massachusetts
-$12.9M -154,128 Closed
SEM
515
Strategic Equity Management
Arizona
-$4.89M -58,447 Closed
E
516
Ergoteles
New York
-$3.17M -37,887 Closed
BIM
517
Bullseye Investment Management
Ohio
-$2.51M -29,945 Closed
ES
518
Eagle Strategies
New York
-$1.73M -20,624 Closed
AFM
519
Andesa Financial Management
Pennsylvania
-$1.07M -12,742 Closed
CWA
520
Choice Wealth Advisors
Maine
-$587K -7,008 Closed
VIA
521
Vident Investment Advisory
Georgia
-$572K -6,834 Closed
Marshall Wace
522
Marshall Wace
United Kingdom
-$393K -4,700 Closed
Renaissance Technologies
523
Renaissance Technologies
New York
-$393K -4,700 Closed
DWM
524
Defined Wealth Management
Oregon
-$314K -3,750 Closed
SG
525
StoneX Group
New York
-$265K -3,169 Closed

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.