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iShares Core S&P US Growth ETF

526 hedge funds and large institutions have $8.97B invested in iShares Core S&P US Growth ETF in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 178 increasing their positions, 166 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 166

0.11% more ownership

Funds ownership: 69.53%69.63% (+0.11%)

5% less funds holding

Funds holding: 555526 (-29)

8% less capital invested

Capital invested by funds: $9.73B → $8.97B (-$759M)

23% less funds holding in top 10

Funds holding in top 10: 3124 (-7)

31% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 65

Holders
526
Holders Change
-29
Holders Change %
-5.23%
% of All Funds
8.3%
Holding in Top 10
24
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-22.58%
% of All Funds
0.38%
New
45
Increased
178
Reduced
166
Closed
65
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
+$327K
Name Holding Trade Value Shares
Change
Change in
Stake
SEM
76
Strategic Equity Management
Arizona
$8.93M +$87.2K +839 +1%
CSWG
77
Cardinal Strategic Wealth Guidance
Kentucky
$8.7M +$3.45M +33,168 +68%
HSG
78
Helen Stephens Group
Texas
$8.64M +$1.37M +13,178 +19%
FAIM
79
Financial Advocates Investment Management
Washington
$8.48M +$907K +8,727 +12%
SWA
80
Strategies Wealth Advisors
Michigan
$8.11M +$8.52K +82 +0.1%
WWM
81
Western Wealth Management
Colorado
$7.87M +$2.71M +26,104 +54%
WA
82
Win Advisors
Florida
$7.71M -$13.3M -127,754 -64%
SF
83
Symphony Financial
Texas
$7.68M +$5.07M +48,799 +149%
IWM
84
IHT Wealth Management
Illinois
$7.65M -$986K -9,494 -12%
BFWA
85
Benchmark Financial Wealth Advisors
Florida
$7.4M +$10.9K +105 +0.2%
SPIA
86
Steward Partners Investment Advisory
New York
$7.37M +$5.95M +57,315 +462%
MCM
87
Mitchell Capital Management
Kansas
$7.35M +$1.28M +12,338 +22%
US Bancorp
88
US Bancorp
Minnesota
$7.26M -$266K -2,559 -4%
F
89
F3Logic
Minnesota
$7M +$3.87M +37,296 +129%
TFS
90
Thoroughbred Financial Services
Tennessee
$5.72M +$294K +2,826 +6%
CFA
91
Cahill Financial Advisors
Minnesota
$5.61M +$1.69M +16,257 +44%
Creative Planning
92
Creative Planning
Kansas
$5.57M -$108K -1,043 -2%
GLA
93
Good Life Advisors
Pennsylvania
$5.2M -$462K -4,446 -8%
SFPG
94
Stonebridge Financial Planning Group
Florida
$5.17M +$55.4K +533 +1%
SWP
95
Stratos Wealth Partners
Ohio
$5.07M -$222K -2,134 -4%
CA
96
Cornerstone Advisory
Maryland
$4.92M -$32.5K -313 -0.7%
Cetera Investment Advisers
97
Cetera Investment Advisers
Illinois
$4.9M +$40.7K +392 +0.9%
QC
98
Quent Capital
New York
$4.86M +$1.54M +14,840 +48%
FHC
99
First Heartland Consultants
Missouri
$4.58M +$499K +4,804 +12%
CCM
100
Coldstream Capital Management
Washington
$4.57M -$74.9K -721 -2%

IUSG Hedge Fund Activity: Q1 2022 in Review

526 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q1 2022, worth a combined $8.97B — down 7.8% from $9.73B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of IUSG and 45 opened new positions — a net loss of 20 holders — while 166 trimmed existing stakes and 178 added.

The largest buyer was Bank of America, adding an estimated $133M. The largest seller was Wells Fargo, cutting an estimated $50.1M.

  • 526 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q1 2022, down from 555 in Q4 2021.
  • Funds reported $8.97B of iShares Core S&P US Growth ETF stock for Q1 2022, down 7.8% quarter-over-quarter.
  • 45 funds opened new iShares Core S&P US Growth ETF positions in Q1 2022 and 65 closed out, a net change of -20 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q1 2022 was Bank of America, an estimated $133M added.
  • The largest iShares Core S&P US Growth ETF seller in Q1 2022 was Wells Fargo, an estimated $50.1M sold.

Based on aggregated 13F filings for Q1 2022.