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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
WPWM
101
Windward Private Wealth Management
Kansas
$3.94M +$1.68M +18,285 +64%
GLA
102
Good Life Advisors
Pennsylvania
$3.9M -$246K -2,685 -5%
GRP
103
Global Retirement Partners
California
$3.88M -$52.7K -575 -1%
CA
104
Cornerstone Advisory
Maryland
$3.68M -$241K -2,624 -6%
FHC
105
First Heartland Consultants
Missouri
$3.58M -$48.5K -529 -1%
PFM
106
Parsec Financial Management
North Carolina
$3.58M -$29.7K -324 -0.8%
Thrivent Financial for Lutherans
107
Thrivent Financial for Lutherans
Minnesota
$3.41M -$129M -1,410,040 -97%
RWA
108
Redhawk Wealth Advisors
Minnesota
$3.39M +$321K +3,504 +9%
ACA
109
Ackerman Capital Advisors
Texas
$3.21M +$3.1M +33,777 +742%
TWC
110
TD Waterhouse Canada
Ontario, Canada
$3.2M -$272K -2,972 -9%
VA
111
Valmark Advisers
Ohio
$3.2M +$63.2K +689 +2%
5L
112
55I LLC
Massachusetts
$3.19M +$507K +5,532 +17%
IGWM
113
ICA Group Wealth Management
Colorado
$3.19M -$182K -1,989 -6%
E
114
Ergoteles
New York
$3.17M +$3.47M +37,887 New
HF
115
HRT Financial
New York
$3.16M -$423K -4,618 -11%
CCM
116
Colorado Capital Management
Colorado
$3.13M +$101K +1,100 +3%
HA
117
HYA Advisors
Missouri
$3.1M +$37.8K +412 +1%
WP
118
WealthShield Partners
North Carolina
$3.04M +$329K +3,586 +11%
CAM
119
Cresset Asset Management
Illinois
$2.9M +$764K +8,338 +26%
TDWM
120
Topel & Distasi Wealth Management
California
$2.89M +$6.78K +74 +0.2%
KAM
121
Knightsbridge Asset Management
California
$2.89M -$323K -3,519 -9%
Natixis Advisors
122
Natixis Advisors
Massachusetts
$2.83M +$301K +3,279 +11%
MP
123
McDonald Partners
Ohio
$2.77M -$275K -3,000 -8%
MAM
124
Madison Asset Management
Wisconsin
$2.72M -$15.4M -168,441 -84%
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$2.71M +$444K +4,848 +18%

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.