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iShares Core S&P US Growth ETF

513 hedge funds and large institutions have $7.33B invested in iShares Core S&P US Growth ETF in 2022 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 183 increasing their positions, 142 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 40

29% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 142

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

2% more funds holding

Funds holding: 501513 (+12)

0.06% less ownership

Funds ownership: 70.7%70.64% (-0.06%)

3% less capital invested

Capital invested by funds: $7.55B → $7.33B (-$222M)

Holders
513
Holders Change
+12
Holders Change %
+2.4%
% of All Funds
8.84%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.47%
New
58
Increased
183
Reduced
142
Closed
40
Calls
$457K
Puts
Net Calls
+$457K
Net Calls Change
+$63K
Name Holding Trade Value Shares
Change
Change in
Stake
EH
51
Equitable Holdings
New York
$12.9M +$737K +8,187 +5%
KAS
52
Kestra Advisory Services
Texas
$12.7M +$189K +2,098 +1%
CST
53
Charles Schwab Trust
Nevada
$12.6M +$14.1M +156,937 New
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$12.5M -$1.45M -16,078 -9%
IWC
55
Integrated Wealth Concepts
Massachusetts
$12.2M +$263K +2,925 +2%
CG
56
Colony Group
Massachusetts
$11.4M +$12.7M +141,563 New
Truist Financial
57
Truist Financial
North Carolina
$11.3M -$2.35M -26,066 -16%
ECG
58
Edge Capital Group
Georgia
$10.3M +$2.85M +31,617 +33%
F
59
F3Logic
Minnesota
$10.2M +$3.09M +34,289 +37%
TAIM
60
TD Ameritrade Investment Management
Nebraska
$10.2M -$166K -1,846 -1%
Amundi
61
Amundi
France
$10.2M
WWM
62
WJ Wealth Management
Arizona
$9.79M +$11M +122,182 New
William Blair & Company
63
William Blair & Company
Illinois
$9.72M -$2.22M -24,602 -17%
JP Morgan Chase
64
JP Morgan Chase
New York
$9.49M -$39.3K -436 -0.4%
CSWG
65
Cardinal Strategic Wealth Guidance
Kentucky
$9.45M +$2.77M +30,792 +35%
Stifel Financial
66
Stifel Financial
Missouri
$9.23M +$3.93M +43,682 +61%
PBF
67
Petix & Botte Financial
California
$9.22M +$35.6K +395 +0.3%
CFA
68
Cahill Financial Advisors
Minnesota
$9.16M +$3.46M +38,451 +51%
VFPW
69
Vantage Financial Partners (Wisconsin)
Wisconsin
$9.09M -$31.6M -351,292 -76%
OIA
70
OneDigital Investment Advisors
Kansas
$8.86M -$311K -3,452 -3%
CP
71
Coho Partners
Pennsylvania
$8.65M +$9.72M +107,923 New
AWM
72
AE Wealth Management
Kansas
$8.45M -$229K -2,548 -2%
HR
73
Howe & Rusling
New York
$8.33M +$469K +5,208 +5%
FC
74
Financial Council
Maryland
$8.28M -$178K -1,978 -2%
SWM
75
Spire Wealth Management
Virginia
$8.25M -$3M -33,361 -24%

IUSG Hedge Fund Activity: Q3 2022 in Review

513 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q3 2022, worth a combined $7.33B — down 2.9% from $7.55B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new IUSG positions and 40 closed out — a net gain of 18 holders — while 183 added to existing stakes and 142 trimmed.

The largest buyer was Madison Asset Management, adding an estimated $38.9M. The largest seller was Bank of America, cutting an estimated $59.5M.

  • 513 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q3 2022, up from 501 in Q2 2022.
  • Funds reported $7.33B of iShares Core S&P US Growth ETF stock for Q3 2022, down 2.9% quarter-over-quarter.
  • 58 funds opened new iShares Core S&P US Growth ETF positions in Q3 2022 and 40 closed out, a net change of +18 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q3 2022 was Madison Asset Management, an estimated $38.9M added.
  • The largest iShares Core S&P US Growth ETF seller in Q3 2022 was Bank of America, an estimated $59.5M sold.

Based on aggregated 13F filings for Q3 2022.