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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
IWMWV
76
Ironwood Wealth Management (West Virginia)
West Virginia
$7.85M +$32.8K +364 +0.4%
WHG
77
Westwood Holdings Group
Texas
$7.81M -$457K -5,077 -5%
CSIA
78
Charles Schwab Investment Advisory
California
$7.46M +$8.38M +93,110 New
GSIS
79
Global Strategic Investment Solutions
Arizona
$7.32M
CA
80
Cetera Advisors
Colorado
$7.28M +$109K +1,213 +1%
Goldman Sachs
81
Goldman Sachs
New York
$7.08M -$587K -6,513 -7%
AI
82
Atria Investments
North Carolina
$6.69M +$2.97M +32,951 +65%
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$6.65M -$128K -1,419 -2%
HSG
84
Helen Stephens Group
Texas
$6.64M -$1.93M -21,387 -21%
FAIM
85
Financial Advocates Investment Management
Washington
$6.31M +$1.2M +13,271 +20%
WWM
86
Western Wealth Management
Colorado
$5.95M +$115K +1,281 +2%
1WM
87
1900 Wealth Management
Texas
$5.77M +$1.44M +16,031 +29%
CAM
88
Cresset Asset Management
Illinois
$5.7M +$2.76M +30,646 +76%
IWM
89
IHT Wealth Management
Illinois
$5.61M +$143K +1,589 +2%
CWA
90
Canvas Wealth Advisors
Kansas
$5.14M +$388K +4,304 +8%
MCM
91
Mitchell Capital Management
Kansas
$4.95M -$1.04M -11,500 -16%
AllianceBernstein
92
AllianceBernstein
Tennessee
$4.91M +$5.07M +56,278 +1,145%
Kayne Anderson Rudnick Investment Management
93
Kayne Anderson Rudnick Investment Management
California
$4.87M +$4.3M +47,755 +369%
BFWA
94
Benchmark Financial Wealth Advisors
Florida
$4.82M -$564K -6,261 -9%
US Bancorp
95
US Bancorp
Minnesota
$4.59M -$600K -6,665 -10%
QC
96
Quent Capital
New York
$4.59M +$275K +3,052 +6%
BWM
97
Birchcreek Wealth Management
Ohio
$4.59M +$161K +1,788 +3%
MWA
98
Motive Wealth Advisors
Michigan
$4.56M +$674K +7,482 +15%
BC
99
Brio Consultants
California
$4.55M +$4.61M +51,182 +1,730%
Cetera Investment Advisers
100
Cetera Investment Advisers
Illinois
$4.21M -$13.6K -151 -0.3%

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.