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iShares Core S&P US Growth ETF

545 hedge funds and large institutions have $8.2B invested in iShares Core S&P US Growth ETF in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 201 increasing their positions, 146 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,638% more call options, than puts

Call options by funds: $758K | Put options by funds: $16K

87% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 47

38% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 146

15% more funds holding in top 10

Funds holding in top 10: 2731 (+4)

12% more capital invested

Capital invested by funds: $7.33B → $8.2B (+$875M)

6% more funds holding

Funds holding: 513545 (+32)

2.13% more ownership

Funds ownership: 70.64%72.77% (+2.1%)

Holders
545
Holders Change
+32
Holders Change %
+6.24%
% of All Funds
8.76%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.5%
New
88
Increased
201
Reduced
146
Closed
47
Calls
$758K
Puts
$16K
Net Calls
+$742K
Net Calls Change
+$285K
Name Holding Trade Value Shares
Change
Change in
Stake
BC
101
Brio Consultants
California
$5.52M +$1.13M +13,540 +25%
QC
102
Quent Capital
New York
$5.47M +$821K +9,821 +17%
MWA
103
Motive Wealth Advisors
Michigan
$5.38M +$756K +9,051 +16%
OAM
104
Oppenheimer Asset Management
New York
$5.05M +$3.91M +46,831 +310%
BWM
105
Birchcreek Wealth Management
Ohio
$4.86M +$195K +2,332 +4%
CAM
106
Cresset Asset Management
Illinois
$4.8M -$1.02M -12,250 -17%
WPWM
107
Windward Private Wealth Management
Kansas
$4.7M +$764K +9,140 +19%
Cetera Investment Advisers
108
Cetera Investment Advisers
Illinois
$4.51M +$227K +2,718 +5%
CCM
109
Coldstream Capital Management
Washington
$4.47M +$4.59M +54,893 New
FWM
110
Focused Wealth Management
New York
$4.41M +$4.52M +54,074 New
TFS
111
Thoroughbred Financial Services
Tennessee
$4.34M +$213K +2,546 +5%
RWA
112
Redhawk Wealth Advisors
Minnesota
$4.27M +$749K +8,958 +21%
Creative Planning
113
Creative Planning
Kansas
$4.25M -$16.5K -197 -0.4%
Thrivent Financial for Lutherans
114
Thrivent Financial for Lutherans
Minnesota
$4.07M +$483K +5,783 +13%
RP
115
Riverbridge Partners
Minnesota
$3.98M +$3.1M +37,066 +314%
FFS
116
Founders Financial Securities
Maryland
$3.96M +$1.8M +21,575 +80%
SFPG
117
Stonebridge Financial Planning Group
Florida
$3.93M -$45K -538 -1%
HI
118
Horizon Investments
North Carolina
$3.92M +$1.71M +20,410 +74%
MAM
119
Madison Asset Management
Wisconsin
$3.91M -$34.8M -416,381 -90%
US Bancorp
120
US Bancorp
Minnesota
$3.79M -$899K -10,762 -19%
MFG
121
MidWestOne Financial Group
Iowa
$3.74M +$596K +7,137 +18%
PWA
122
Phoenix Wealth Advisors
North Carolina
$3.7M +$864K +10,335 +30%
Mariner
123
Mariner
Kansas
$3.69M +$1.97M +23,621 +109%
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$3.66M +$1.7M +20,367 +83%
SWP
125
Stratos Wealth Partners
Ohio
$3.63M -$314K -3,754 -8%

IUSG Hedge Fund Activity: Q4 2022 in Review

545 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q4 2022, worth a combined $8.2B — up 12% from $7.33B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new IUSG positions and 47 closed out — a net gain of 41 holders — while 201 added to existing stakes and 146 trimmed.

The largest buyer was Bank of America, adding an estimated $307M. The largest seller was Clark Capital Management Group, exiting entirely with an estimated $49M sold.

  • 545 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q4 2022, up from 513 in Q3 2022.
  • Funds reported $8.2B of iShares Core S&P US Growth ETF stock for Q4 2022, up 12% quarter-over-quarter.
  • 88 funds opened new iShares Core S&P US Growth ETF positions in Q4 2022 and 47 closed out, a net change of +41 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q4 2022 was Bank of America, an estimated $307M added.
  • The largest iShares Core S&P US Growth ETF seller in Q4 2022 was Clark Capital Management Group, an estimated $49M sold.

Based on aggregated 13F filings for Q4 2022.