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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
PPP
526
Private Portfolio Partners
New Jersey
-$262K -2,476 Closed
LA
527
Latitude Advisors
Florida
-$248K -2,348 Closed
APWA
528
Atlas Private Wealth Advisors
New Jersey
-$247K -2,333 Closed
WI
529
WBI Investments
New Jersey
-$232K -2,293 Closed
FMN
530
Financial Management Network
California
-$246K -2,286 Closed
HHGA
531
Halbert Hargrove Global Advisors
California
-$238K -2,249 Closed
BSSFA
532
Baron Silver Stevens Financial Advisors
Florida
-$225K -2,131 Closed
SI
533
Stephens Inc
Arkansas
-$224K -2,118 Closed
PFC
534
Phocas Financial Corp
California
-$222K -2,103 Closed
FFA
535
Freedman Financial Associates
Massachusetts
-$225K -2,096 Closed
SF
536
Synovus Financial
Georgia
-$220K -2,083 Closed
CS
537
Comerica Securities
Michigan
-$220K -2,081 Closed
BWM
538
Baystate Wealth Management
Massachusetts
-$219K -2,074 Closed
DY
539
Dowling & Yahnke
California
-$219K -2,073 Closed
Brown Advisory
540
Brown Advisory
Maryland
-$217K -2,050 Closed
BWP
541
Bernardo Wealth Planning
Pennsylvania
-$215K -2,044 Closed
SDWIA
542
Schwarz Dygos Wheeler Investment Advisors
Minnesota
-$214K -2,026 Closed
SGI
543
Summit Global Investments
Utah
-$213K -2,017 Closed
CRWM
544
Castle Rock Wealth Management
California
-$204K -2,013 Closed
EPA
545
Element Pointe Advisors
Florida
-$211K -2,000 Closed
NEGWA
546
New England Guild Wealth Advisors
Connecticut
-$211K -2,000 Closed
KLI
547
Kelman-Lazarov Inc
Tennessee
-$210K -1,990 Closed
SF
548
Safeguard Financial
Wisconsin
-$206K -1,953 Closed
DC
549
Davenport & Co
Virginia
-$206K -1,952 Closed
MHS
550
M Holdings Securities
Oregon
-$206K -1,947 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.