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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
PFM
101
Parsec Financial Management
North Carolina
$4.55M -$103K -990 -2%
HF
102
HRT Financial
New York
$4.47M -$439K -4,222 -9%
TWC
103
TD Waterhouse Canada
Ontario, Canada
$4.24M +$89.3K +860 +3%
BWM
104
Birchcreek Wealth Management
Ohio
$4.23M +$588K +5,664 +16%
KAM
105
Knightsbridge Asset Management
California
$4.02M +$1.54M +14,793 +64%
GRP
106
Global Retirement Partners
California
$4.01M +$4.88M +46,935 New
VA
107
Valmark Advisers
Ohio
$3.96M +$274K +2,637 +8%
MWA
108
Motive Wealth Advisors
Michigan
$3.93M +$597K +5,749 +18%
RWA
109
Redhawk Wealth Advisors
Minnesota
$3.91M -$432K -4,161 -10%
HA
110
HYA Advisors
Missouri
$3.88M +$19.2K +185 +0.5%
CCM
111
Colorado Capital Management
Colorado
$3.83M +$79.5K +765 +2%
MP
112
McDonald Partners
Ohio
$3.81M +$3.74M +36,031 New
RP
113
Riverbridge Partners
Minnesota
$3.8M -$4.09M -39,329 -52%
GSWM
114
Golden State Wealth Management
California
$3.76M -$26.8K -258 -0.7%
UIA
115
Ulland Investment Advisors
Minnesota
$3.71M -$1.2M -11,580 -25%
TDWM
116
Topel & Distasi Wealth Management
California
$3.64M +$3.58M +34,475 New
WP
117
WealthShield Partners
North Carolina
$3.46M -$2.51M -24,183 -42%
5L
118
55I LLC
Massachusetts
$3.45M +$88.7K +854 +3%
CAM
119
Cresset Asset Management
Illinois
$3.39M -$947K -9,118 -22%
TF
120
TIAA FSB
Florida
$3.31M -$57.2K -551 -2%
CAL
121
Capital Analysts LLC
Pennsylvania
$3.24M +$155K +1,493 +5%
Natixis Advisors
122
Natixis Advisors
Massachusetts
$3.22M -$409K -3,937 -11%
IGWM
123
ICA Group Wealth Management
Colorado
$3.2M +$3.64M +35,039 New
1WM
124
1900 Wealth Management
Texas
$3.17M +$995K +9,576 +47%
HCM
125
Hollencrest Capital Management
California
$3.13M

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.