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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
TF
126
TIAA FSB
Florida
$2.63M -$367 -4 -0%
CAL
127
Capital Analysts LLC
Pennsylvania
$2.59M +$26.8K +292 +1%
GP
128
Greenline Partners
New York
$2.57M +$278K +3,030 +11%
UIA
129
Ulland Investment Advisors
Minnesota
$2.51M -$466K -5,082 -14%
BIM
130
Bullseye Investment Management
Ohio
$2.51M +$2.75M +29,945 New
CM
131
Columbus Macro
Pennsylvania
$2.5M +$537K +5,855 +24%
NCM
132
Neumann Capital Management
California
$2.33M -$119K -1,300 -4%
PAS
133
Park Avenue Securities
New York
$2.33M +$2.22M +24,180 +669%
PTC
134
Private Trust Company
Ohio
$2.32M +$2.54M +27,749 New
KFGK
135
Keystone Financial Group (Kentucky)
Kentucky
$2.24M +$57.5K +627 +2%
MFG
136
MidWestOne Financial Group
Iowa
$2.24M +$187K +2,045 +8%
APA
137
American Portfolios Advisors
New York
$2.22M +$37.5K +409 +2%
FTS
138
Fifth Third Securities
Ohio
$2.11M +$2.32M +25,255 New
BG
139
Benedetti & Gucer
Georgia
$2.1M -$118K -1,285 -5%
JFG
140
JMG Financial Group
Illinois
$2.09M
NA
141
NewEdge Advisors
Louisiana
$2.09M -$39.4K -430 -2%
HWM
142
HB Wealth Management
Georgia
$2.08M +$183 +2 +0%
PCM
143
Parsons Capital Management
Rhode Island
$2.04M +$137K +1,494 +7%
PD
144
Planning Directions
Pennsylvania
$2.04M -$68.7K -749 -3%
WAP
145
Wealthcare Advisory Partners
Pennsylvania
$2.04M -$65.2K -711 -3%
SFO
146
Stokes Family Office
Louisiana
$2.02M +$30.8K +336 +1%
HCM
147
Hollencrest Capital Management
California
$1.99M -$532K -5,800 -20%
SPC
148
Sigma Planning Corp
Michigan
$1.97M -$101K -1,103 -4%
SFA
149
Sequoia Financial Advisors
Ohio
$1.93M -$166K -1,810 -7%
CFGS
150
Concourse Financial Group Securities
Alabama
$1.91M +$238K +2,601 +13%

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.