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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
KAS
51
Kestra Advisory Services
Texas
$13M +$3.35M +36,508 +31%
Westfield Capital Management
52
Westfield Capital Management
Massachusetts
$12.9M +$14.1M +154,128 New
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$12.8M -$10.9M -118,975 -44%
EH
54
Equitable Holdings
New York
$12.7M +$873K +9,523 +7%
IWC
55
Integrated Wealth Concepts
Massachusetts
$12.5M +$898K +9,797 +7%
William Blair & Company
56
William Blair & Company
Illinois
$12.2M +$2.41M +26,302 +22%
SWM
57
Spire Wealth Management
Virginia
$11.4M -$1.23M -13,441 -9%
TAIM
58
TD Ameritrade Investment Management
Nebraska
$10.8M +$1.45M +15,772 +14%
GWM
59
GDS Wealth Management
Texas
$10.6M +$9.87M +107,704 +581%
Amundi
60
Amundi
France
$10.2M
JP Morgan Chase
61
JP Morgan Chase
New York
$9.95M +$344K +3,751 +3%
PBF
62
Petix & Botte Financial
California
$9.59M -$10.5M -114,035 -50%
OIA
63
OneDigital Investment Advisors
Kansas
$9.54M -$267K -2,917 -2%
AWM
64
AE Wealth Management
Kansas
$9.03M -$734K -8,005 -7%
FC
65
Financial Council
Maryland
$8.81M +$56.7K +618 +0.6%
HSG
66
Helen Stephens Group
Texas
$8.73M +$2.06M +22,491 +28%
WHG
67
Westwood Holdings Group
Texas
$8.57M +$11.4K +124 +0.1%
IWMWV
68
Ironwood Wealth Management (West Virginia)
West Virginia
$8.45M +$143K +1,561 +2%
HR
69
Howe & Rusling
New York
$8.26M +$574K +6,257 +7%
ECG
70
Edge Capital Group
Georgia
$8.1M +$334K +3,639 +4%
Goldman Sachs
71
Goldman Sachs
New York
$7.94M -$5.21M -56,852 -37%
F
72
F3Logic
Minnesota
$7.77M +$2.44M +26,649 +40%
GSIS
73
Global Strategic Investment Solutions
Arizona
$7.64M +$373K +4,065 +5%
CA
74
Cetera Advisors
Colorado
$7.5M +$261K +2,847 +3%
CSWG
75
Cardinal Strategic Wealth Guidance
Kentucky
$7.28M +$434K +4,731 +6%

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.