We are live on ! Find out more
IUSG icon

iShares Core S&P US Growth ETF

526 hedge funds and large institutions have $8.97B invested in iShares Core S&P US Growth ETF in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 178 increasing their positions, 166 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 166

0.11% more ownership

Funds ownership: 69.53%69.63% (+0.11%)

5% less funds holding

Funds holding: 555526 (-29)

8% less capital invested

Capital invested by funds: $9.73B → $8.97B (-$759M)

23% less funds holding in top 10

Funds holding in top 10: 3124 (-7)

31% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 65

Holders
526
Holders Change
-29
Holders Change %
-5.23%
% of All Funds
8.3%
Holding in Top 10
24
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-22.58%
% of All Funds
0.38%
New
45
Increased
178
Reduced
166
Closed
65
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
+$327K
Name Holding Trade Value Shares
Change
Change in
Stake
FPOC
551
Financial Planners of Cleveland
Ohio
-$313K -2,853 Closed
NL
552
NWAM LLC
Washington
-$327K -2,831 Closed
ARC
553
Advisor Resource Council
Texas
-$326K -2,820 Closed
BPC
554
Banque Pictet & Cie
Switzerland
-$301K -2,600 Closed
PNAA
555
Pictet North America Advisors
Switzerland
-$301K -2,600 Closed
TSS
556
Two Sigma Securities
New York
-$259K -2,239 Closed
E
557
ETFidea
New York
-$231K -2,000 Closed
AL
558
ADE LLC
Maryland
-$230K -1,999 Closed
AWE
559
Avidian Wealth Enterprises
Texas
-$230K -1,989 Closed
Qube Research & Technologies (QRT)
560
Qube Research & Technologies (QRT)
United Kingdom
-$226K -1,955 Closed
CCM
561
Carlson Capital Management
Minnesota
-$225K -1,950 Closed
BO
562
Bank OZK
Arkansas
-$224K -1,940 Closed
MC
563
Moors & Cabot
Massachusetts
-$222K -1,920 Closed
MGIA
564
Matthew Goff Investment Advisor
Texas
-$215K -1,863 Closed
MIAS
565
Mason Investment Advisory Services
Virginia
-$212K -1,830 Closed
WAM
566
Weatherly Asset Management
California
-$209K -1,810 Closed
MSFS
567
Main Street Financial Solutions
Pennsylvania
-$207K -1,788 Closed
VCA
568
Verdence Capital Advisors
Maryland
-$205K -1,775 Closed
SW
569
SteelPeak Wealth
California
-$202K -1,748 Closed
C
570
CEDRUS
Colorado
-$201K -1,735 Closed
RIA
571
Richwood Investment Advisors
Ohio
-$169K -1,460 Closed
CYG
572
Clean Yield Group
Vermont
-$164K -1,416 Closed
EWM
573
EPG Wealth Management
Georgia
-$150K -1,299 Closed
CWS
574
Confluence Wealth Services
Pennsylvania
-$110K -954 Closed
TCWM
575
Total Clarity Wealth Management
Illinois
-$63K -548 Closed

IUSG Hedge Fund Activity: Q1 2022 in Review

526 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q1 2022, worth a combined $8.97B — down 7.8% from $9.73B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of IUSG and 45 opened new positions — a net loss of 20 holders — while 166 trimmed existing stakes and 178 added.

The largest buyer was Bank of America, adding an estimated $133M. The largest seller was Wells Fargo, cutting an estimated $50.1M.

  • 526 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q1 2022, down from 555 in Q4 2021.
  • Funds reported $8.97B of iShares Core S&P US Growth ETF stock for Q1 2022, down 7.8% quarter-over-quarter.
  • 45 funds opened new iShares Core S&P US Growth ETF positions in Q1 2022 and 65 closed out, a net change of -20 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q1 2022 was Bank of America, an estimated $133M added.
  • The largest iShares Core S&P US Growth ETF seller in Q1 2022 was Wells Fargo, an estimated $50.1M sold.

Based on aggregated 13F filings for Q1 2022.