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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
TDWM
551
Topel & Distasi Wealth Management
California
-$2.75M -32,004 Closed
SPIA
552
Strategic Point Investment Advisors
Rhode Island
-$1.48M -18,443 Closed
TPW
553
Transatlantique Private Wealth
New York
-$1.23M -15,301 Closed
PRWA
554
Platte River Wealth Advisors
Colorado
-$788K -9,823 Closed
YIH
555
Y-Intercept (HK)
Hong Kong
-$760K -9,481 Closed
CAG
556
Csenge Advisory Group
Florida
-$706K -8,804 Closed
PIM
557
Parker Investment Management
California
-$597K -7,450 Closed
Millennium Management
558
Millennium Management
New York
-$559K -6,977 Closed
ACG
559
Allen Capital Group
Nebraska
-$543K -6,777 Closed
PWM
560
PRW Wealth Management
Massachusetts
-$470K -5,859 Closed
T
561
TCWP
Ohio
-$408K -5,089 Closed
IFS
562
Ifrah Financial Services
Arkansas
-$363K -4,530 Closed
TSS
563
Two Sigma Securities
New York
-$321K -4,008 Closed
AWM
564
Apollon Wealth Management
South Carolina
-$317K -3,953 Closed
WANY
565
Wealthspire Advisors (New York)
New York
-$274K -3,422 Closed
Fisher Asset Management
566
Fisher Asset Management
Washington
-$256K -3,190 Closed
WWA
567
WCG Wealth Advisors
Nevada
-$250K -3,117 Closed
TRCT
568
Tower Research Capital (TRC)
New York
-$244K -3,036 Closed
EWA
569
Exencial Wealth Advisors
Oklahoma
-$238K -2,974 Closed
TI
570
Trexquant Investment
Connecticut
-$233K -2,908 Closed
PA
571
Paragon Advisors
Texas
-$233K -2,904 Closed
KPWG
572
KFA Private Wealth Group
Virginia
-$226K -2,821 Closed
BSSFA
573
Baron Silver Stevens Financial Advisors
Florida
-$16.7K -2,131 Closed
GWSG
574
GPS Wealth Strategies Group
Colorado
-$170K -2,126 Closed
FA
575
Flagstar Advisors
New York
-$169K -2,109 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.