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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
RJT
526
Raymond James Trust
Florida
-$241K -2,874 Closed
Financial Engines Advisors
527
Financial Engines Advisors
California
-$238K -2,852 Closed
FZCM
528
Flynn Zito Capital Management
New York
-$236K -2,821 Closed
SDWMA
529
Schneider Downs Wealth Management Advisors
Pennsylvania
-$234K -2,794 Closed
KPW
530
Kore Private Wealth
New York
-$228K -2,721 Closed
KFS
531
Kaizen Financial Strategies
California
-$221K -2,645 Closed
AA
532
Alesco Advisors
New York
-$212K -2,530 Closed
BAM
533
Belpointe Asset Management
Nevada
-$183K -2,194 Closed
AW
534
ACG Wealth
Georgia
-$168K -2,013 Closed
CWP
535
Concord Wealth Partners
Virginia
-$51K -611 Closed
MA
536
MCF Advisors
Kentucky
-$51K -605 Closed
MAM
537
Meeder Asset Management
Ohio
-$45K -540 Closed
CA
538
CoreCap Advisors
Michigan
-$38K -455 Closed
TCWM
539
Total Clarity Wealth Management
Illinois
-$36K -428 Closed
GWMIA
540
Global Wealth Management Investment Advisory
Florida
-$33K -393 Closed
VRM
541
Vectors Research Management
New York
-$32K -380 Closed
AFS
542
Annapolis Financial Services
Maryland
-$31K -375 Closed
1IA
543
1834 Investment Advisors
Wisconsin
-$21K -245 Closed
CWM
544
Curi Wealth Management
North Carolina
-$9K -103 Closed
AIP
545
Ahrens Investment Partners
Louisiana
-$7K -83 Closed
GFP
546
Gryphon Financial Partners
Ohio
-$5K -56 Closed
TFA
547
Transamerica Financial Advisors
Florida
-$5K -54 Closed
RG
548
Retirement Group
California
-$4K -45 Closed
WT
549
Washington Trust
Rhode Island
-$2K -20 Closed
KFAA
550
Klaas Financial Asset Advisors
Illinois
-$2K -19 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.