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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
MCP
551
Mirador Capital Partners
California
-$204K -1,933 Closed
LCM
552
Leisure Capital Management
California
-$203K -1,924 Closed
DP
553
Denver PWM
Colorado
-$202K -1,906 Closed
VAS
554
Vestmark Advisory Solutions
Massachusetts
-$201K -1,905 Closed
FNBT
555
FineMark National Bank & Trust
Florida
-$201K -1,900 Closed
PCG
556
Private Capital Group
Connecticut
-$175K -1,652 Closed
DWP
557
Destiny Wealth Partners
Florida
-$89K -842 Closed
FAG
558
Fortitude Advisory Group
Washington
-$63K -599 Closed
GAM
559
Gemmer Asset Management
California
-$59K -563 Closed
ADL
560
Asset Dedication LLC
California
-$45K -426 Closed
Koshinski Asset Management
561
Koshinski Asset Management
Illinois
-$39.4K -373 Closed
ZB
562
Zions Bancorporation
Utah
-$37K -349 Closed
CG
563
Cutler Group
California
-$18.3K -200 Closed
WTA
564
Washington Trust Advisors
Massachusetts
-$19K -182 Closed
BHWM
565
Beaird Harris Wealth Management
Texas
-$9K -114 Closed
SL
566
Savior LLC
Massachusetts
-$12K -114 Closed
LFG
567
Larson Financial Group
Missouri
-$11K -107 Closed
SBL
568
Sargent Bickham Lagudis
Colorado
-$8K -80 Closed
CI
569
Carroll Investors
South Carolina
-$6K -65 Closed
TCM
570
Tradewinds Capital Management
Washington
-$5K -44 Closed
GT
571
Glenmede Trust
Pennsylvania
-$4K -39 Closed
AF
572
Arrow Financial
New York
-$4K -36 Closed
BNP Paribas Financial Markets
573
BNP Paribas Financial Markets
France
-$3.49K -33 Closed
MA
574
MUFG Americas
New York
-$3K -30 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.