We are live on ! Find out more
IUSG icon

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
FSWA
501
Financial Synergies Wealth Advisors
Texas
$17.9K
SN
502
Sittner & Nelson
Oregon
$17.4K
MCA
503
Maryland Capital Advisors
Maryland
$17.3K
TFP
504
Tilia Fiduciary Partners
North Carolina
$17K
BCMLT
505
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.1K
Franklin Resources
506
Franklin Resources
California
$14.9K -$3.59K -43 -19%
CT
507
Colonial Trust
South Carolina
$14K +$14.3K +171 New
HWA
508
HHM Wealth Advisors
Tennessee
$12.6K
EE
509
EWG Elevate
California
$11.6K +$11.9K +142 New
TCM
510
TD Capital Management
Tennessee
$11.5K +$84 +1 +0.7%
FDCDDQ
511
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.4K
BCWM
512
Bartlett & Co Wealth Management
Ohio
$11.2K
BC
513
Bartlett & Co
Ohio
$11K
FWA
514
FSC Wealth Advisors
New York
$10.1K
Simplex Trading
515
Simplex Trading
Illinois
$10K +$8.36K +100 +435%
FA
516
Fortis Advisors
Pennsylvania
$9.05K +$9.28K +111 New
BHWM
517
Beaird Harris Wealth Management
Texas
$9.01K
CAL
518
Capital Advisors Ltd
Ohio
$9K
VWM
519
Valley Wealth Managers
New Jersey
$8.15K
SIC
520
Salem Investment Counselors
North Carolina
$7.34K
TAM
521
Tucker Asset Management
Colorado
$7.11K -$3.68K -44 -34%
WTC
522
WhitTier Trust Company
Nevada
$6.52K
WWM
523
Wolff Wiese Magana
California
$6.11K
KOMWMG
524
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$6K +$6.35K +76 New
TFM
525
TFC Financial Management
Massachusetts
$5.8K

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.