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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
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$7.06M -$122K -1,329 -2%
SWA
77
Strategies Wealth Advisors
Michigan
$7.01M +$640K +6,980 +9%
CFA
78
Cahill Financial Advisors
Minnesota
$6.34M +$2.08M +22,696 +43%
MCM
79
Mitchell Capital Management
Kansas
$6.13M +$338K +3,684 +5%
WWM
80
Western Wealth Management
Colorado
$6.11M -$140K -1,528 -2%
Stifel Financial
81
Stifel Financial
Missouri
$5.98M -$1.43M -15,622 -18%
IWM
82
IHT Wealth Management
Illinois
$5.73M -$362K -3,945 -5%
BFWA
83
Benchmark Financial Wealth Advisors
Florida
$5.55M -$338K -3,691 -5%
FAIM
84
Financial Advocates Investment Management
Washington
$5.48M -$1.35M -14,719 -18%
US Bancorp
85
US Bancorp
Minnesota
$5.35M -$439K -4,786 -7%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$5M +$2.98M +32,525 +120%
SEM
87
Strategic Equity Management
Arizona
$4.89M -$2.39M -26,043 -31%
CWA
88
Canvas Wealth Advisors
Kansas
$4.76M +$2.49M +27,175 +91%
1WM
89
1900 Wealth Management
Texas
$4.68M +$2.38M +25,930 +86%
BWM
90
Birchcreek Wealth Management
Ohio
$4.64M +$1.42M +15,443 +39%
Creative Planning
91
Creative Planning
Kansas
$4.6M +$204K +2,225 +4%
QC
92
Quent Capital
New York
$4.54M +$757K +8,258 +18%
CCM
93
Coldstream Capital Management
Washington
$4.51M +$976K +10,645 +25%
TFS
94
Thoroughbred Financial Services
Tennessee
$4.45M -$84.9K -926 -2%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$4.41M +$583K +6,364 +14%
SF
96
Symphony Financial
Texas
$4.41M -$2.74M -29,869 -37%
AI
97
Atria Investments
North Carolina
$4.22M +$2.95M +32,163 +176%
MWA
98
Motive Wealth Advisors
Michigan
$4.14M +$1.13M +12,276 +33%
SFPG
99
Stonebridge Financial Planning Group
Florida
$4.11M +$6.42K +70 +0.1%
SWP
100
Stratos Wealth Partners
Ohio
$3.99M -$29.3K -320 -0.7%

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.