iShares Core S&P US Growth ETF
IUSG
553 hedge funds and large institutions have $8.76B invested in iShares Core S&P US Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 181 increasing their positions, 199 reducing their positions, and 53 closing their positions.
3,794% more call options, than puts
Call options by funds: $701K | Put options by funds: $18K
36% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 53
7% more capital invested
Capital invested by funds: $8.2B → $8.76B (+$551M)
6% more funds holding in top 10
Funds holding in top 10: 31 → 33 (+2)
1% more funds holding
Funds holding: 545 → 553 (+8)
0.79% less ownership
Funds ownership: 72.77% → 71.98% (-0.79%)
9% less repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 199
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$69.3M |
| 2 |
LPL Financial
San Diego,
California
|
+$41.4M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$24.8M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$22.8M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$17.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
-$49M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$43.9M |
| 3 |
Bank of New York Mellon
New York
|
-$34.4M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$23.8M |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
-$19.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCWM
601
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$11.2K | -137 | Closed |
|
602
Simplex Trading
Chicago,
Illinois
| – | -$10K | -123 | Closed |
|
|
FA
603
Fortis Advisors
Wayne,
Pennsylvania
| – | -$9.05K | -111 | Closed |
|
|
VWM
604
Valley Wealth Managers
Paramus,
New Jersey
| – | -$8.15K | -100 | Closed |
|
|
KOMWMG
605
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| – | -$6K | -76 | Closed |
|
|
TWA
606
TCI Wealth Advisors
Tucson,
Arizona
| – | -$5.3K | -65 | Closed |
|
|
BCM
607
Bourgeon Capital Management
Darien,
Connecticut
| – | -$2.2K | -27 | Closed |
|
|
HFS
608
Hantz Financial Services
Southfield,
Michigan
| – | -$1K | -18 | Closed |
|
IUSG Hedge Fund Activity: Q1 2023 in Review
553 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q1 2023, worth a combined $8.76B — up 6.7% from $8.2B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new IUSG positions and 53 closed out — a net gain of 19 holders — while 181 added to existing stakes and 199 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $69.3M. The largest seller was ClearBridge Investments, cutting an estimated $49M.
- 553 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q1 2023, up from 545 in Q4 2022.
- Funds reported $8.76B of iShares Core S&P US Growth ETF stock for Q1 2023, up 6.7% quarter-over-quarter.
- 72 funds opened new iShares Core S&P US Growth ETF positions in Q1 2023 and 53 closed out, a net change of +19 holders.
- The largest iShares Core S&P US Growth ETF buyer in Q1 2023 was Morgan Stanley, an estimated $69.3M added.
- The largest iShares Core S&P US Growth ETF seller in Q1 2023 was ClearBridge Investments, an estimated $49M sold.
Based on aggregated 13F filings for Q1 2023.