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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
FHC
126
First Heartland Consultants
Missouri
$3.42M -$93K -1,113 -3%
VA
127
Valmark Advisers
Ohio
$3.4M +$155K +1,855 +5%
GRP
128
Global Retirement Partners
California
$3.39M -$9.86K -118 -0.3%
Mercer Global Advisors
129
Mercer Global Advisors
Colorado
$3.39M -$124K -1,481 -3%
CAL
130
Capital Analysts LLC
Pennsylvania
$3.23M +$531K +6,349 +19%
CGA
131
Crescent Grove Advisors
Illinois
$3.21M +$2.64M +31,634 +412%
CP
132
Coho Partners
Pennsylvania
$3.2M -$5.74M -68,688 -64%
CCM
133
Colorado Capital Management
Colorado
$3.15M -$9.28K -111 -0.3%
PFM
134
Parsec Financial Management
North Carolina
$3.12M -$285K -3,411 -8%
WP
135
WealthShield Partners
North Carolina
$3.04M -$280K -3,353 -8%
CA
136
Cornerstone Advisory
Maryland
$2.98M -$584K -6,985 -16%
CIAS
137
Capital Investment Advisory Services
North Carolina
$2.97M +$2.62M +31,370 +622%
AssetMark Inc
138
AssetMark Inc
California
$2.9M +$2.95M +35,317 +12,704%
AWS
139
Atria Wealth Solutions
New York
$2.85M -$4.93K -59 -0.2%
Janney Montgomery Scott
140
Janney Montgomery Scott
Pennsylvania
$2.81M +$241K +2,881 +9%
GLA
141
Good Life Advisors
Pennsylvania
$2.66M -$22.6K -270 -0.8%
MP
142
McDonald Partners
Ohio
$2.61M
GP
143
Greenline Partners
New York
$2.49M -$11.9K -142 -0.5%
TF
144
TIAA FSB
Florida
$2.48M -$63.2K -756 -2%
WWM
145
Western Wealth Management
Colorado
$2.46M -$3.68M -44,081 -59%
WAP
146
Wealthcare Advisory Partners
Pennsylvania
$2.44M +$5.26K +63 +0.2%
WLIM
147
White Lighthouse Investment Management
Massachusetts
$2.4M +$1.32M +15,776 +116%
AL
148
Aspiriant LLC
California
$2.38M +$1.76M +21,090 +262%
PSCM
149
Per Stirling Capital Management
Texas
$2.37M +$2.43M +29,113 New
NCM
150
Neumann Capital Management
California
$2.37M +$29.3K +350 +1%

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.