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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
TWA
526
TCI Wealth Advisors
Arizona
$5.3K +$5.43K +65 New
OA
527
Operose Advisors
Wisconsin
$4.89K
NMG
528
New Millennium Group
Utah
$4.73K
MIM
529
MTM Investment Management
South Carolina
$4.57K
S
530
SignatureFD
Georgia
$4.32K -$66.1K -791 -94%
BWL
531
Bogart Wealth LLC
Virginia
$4.08K
RG
532
Retirement Group
California
$4K +$3.76K +45 New
KFS
533
Kelly Financial Services
Massachusetts
$3.71K +$84 +1 +2%
OFG
534
Oxford Financial Group
Indiana
$3.26K
GJIA
535
Glass Jacobson Investment Advisors
Maryland
$2.77K +$2.84K +34 New
BL
536
Balentine LLC
Georgia
$2.45K
IF
537
Integrity Financial
Wyoming
$2.28K -$3.09K -37 -57%
BCM
538
Bourgeon Capital Management
Connecticut
$2.2K
CSB
539
City State Bank
Iowa
$2K
HIA
540
Harbor Investment Advisory
Maryland
$1.14K
HFS
541
Hantz Financial Services
Michigan
$1K -$23.7K -284 -94%
VNA
542
Valley National Advisers
Pennsylvania
$1K
GI
543
Gradient Investments
Minnesota
$815
DWMG
544
DB Wealth Management Group
California
$408 +$418 +5 New
DJSG
545
D.J. St. Germain
Massachusetts
$391
HCP
546
Hexagon Capital Partners
Arkansas
$326 -$29.8K -356 -99%
CMP
547
Coston McIsaac & Partners
Maine
$1
CCMG
548
Clark Capital Management Group
Pennsylvania
-$49M -611,237 Closed
WWM
549
WJ Wealth Management
Arizona
-$9.79M -122,182 Closed
FTUS
550
Flow Traders U.S.
New York
-$3.21M -40,071 Closed

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.