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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
CST
51
Charles Schwab Trust
Nevada
$16.9M +$4.26M +50,917 +32%
FWM
52
ForthRight Wealth Management
Georgia
$16.5M +$175K +2,096 +1%
TAIM
53
TD Ameritrade Investment Management
Nebraska
$16.4M +$6.21M +74,328 +59%
JP Morgan Chase
54
JP Morgan Chase
New York
$15.2M +$5.68M +68,016 +57%
F
55
F3Logic
Minnesota
$15.1M +$4.88M +58,369 +46%
GBS
56
Gallagher Benefit Services
Illinois
$15.1M +$15.5M +185,535 New
AAS
57
Avantax Advisory Services
Texas
$14.2M -$807K -9,655 -5%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$13.9M +$7.37M +88,235 +106%
AI
59
Atria Investments
North Carolina
$13.9M +$7.29M +87,178 +105%
M&T Bank
60
M&T Bank
New York
$13.8M -$6.17M -73,816 -30%
CFA
61
Cahill Financial Advisors
Minnesota
$13.8M +$4.64M +55,503 +49%
EH
62
Equitable Holdings
New York
$13.7M +$615K +7,358 +5%
MML Investors Services
63
MML Investors Services
Massachusetts
$13.3M -$3.18M -38,107 -19%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$12.4M -$415K -4,961 -3%
Truist Financial
65
Truist Financial
North Carolina
$12.2M +$805K +9,638 +7%
CG
66
Colony Group
Massachusetts
$11.6M +$87.7K +1,049 +0.7%
Amundi
67
Amundi
France
$11.6M +$1.62M +19,400 +16%
EWA
68
ERTS Wealth Advisors
Michigan
$11.5M -$1.81M -21,687 -13%
CSWG
69
Cardinal Strategic Wealth Guidance
Kentucky
$11.5M +$1.93M +23,064 +20%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$11.3M -$2.78M -33,217 -19%
Polen Capital Management
71
Polen Capital Management
Florida
$11.1M +$11.4M +135,869 New
AWA
72
Amplius Wealth Advisors
Pennsylvania
$11M -$6.97M -83,365 -38%
IWC
73
Integrated Wealth Concepts
Massachusetts
$11M -$1.43M -17,134 -11%
Jane Street
74
Jane Street
New York
$10.1M +$9.01M +107,794 +680%
KAS
75
Kestra Advisory Services
Texas
$9.75M -$3.19M -38,194 -24%

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.