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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
Creative Planning
101
Creative Planning
Kansas
$4.19M -$238K -2,639 -5%
TFS
102
Thoroughbred Financial Services
Tennessee
$4.07M -$219K -2,436 -5%
SFPG
103
Stonebridge Financial Planning Group
Florida
$3.91M -$28.5K -316 -0.6%
WPWM
104
Windward Private Wealth Management
Kansas
$3.89M +$130K +1,439 +3%
SWP
105
Stratos Wealth Partners
Ohio
$3.87M +$50K +555 +1%
5L
106
55I LLC
Massachusetts
$3.77M +$803K +8,912 +23%
Thrivent Financial for Lutherans
107
Thrivent Financial for Lutherans
Minnesota
$3.56M +$304K +3,378 +8%
GRP
108
Global Retirement Partners
California
$3.51M -$418K -4,647 -10%
CA
109
Cornerstone Advisory
Maryland
$3.49M -$39.7K -441 -1%
RWA
110
Redhawk Wealth Advisors
Minnesota
$3.48M +$261K +2,896 +7%
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$3.45M +$3.38M +37,533 +680%
PFM
112
Parsec Financial Management
North Carolina
$3.34M -$95.5K -1,061 -2%
WP
113
WealthShield Partners
North Carolina
$3.25M +$378K +4,195 +12%
FTUS
114
Flow Traders U.S.
New York
$3.21M +$3.61M +40,071 New
VA
115
Valmark Advisers
Ohio
$3.2M +$149K +1,650 +4%
Natixis Advisors
116
Natixis Advisors
Massachusetts
$3.14M +$483K +5,361 +16%
CCM
117
Colorado Capital Management
Colorado
$3.13M +$146K +1,616 +4%
MFG
118
MidWestOne Financial Group
Iowa
$3.1M +$1.08M +11,939 +45%
PAS
119
Park Avenue Securities
New York
$3.01M +$877K +9,739 +35%
HF
120
HRT Financial
New York
$3M -$29.6K -329 -0.9%
PWA
121
Phoenix Wealth Advisors
North Carolina
$2.81M +$1.67M +18,531 +112%
AWS
122
Atria Wealth Solutions
New York
$2.8M +$1.43M +15,883 +83%
TDWM
123
Topel & Distasi Wealth Management
California
$2.75M -$229K -2,545 -7%
CAL
124
Capital Analysts LLC
Pennsylvania
$2.66M +$206K +2,288 +7%
GLA
125
Good Life Advisors
Pennsylvania
$2.64M -$1.23M -13,651 -29%

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.