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iShares Core S&P US Growth ETF

526 hedge funds and large institutions have $8.97B invested in iShares Core S&P US Growth ETF in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 178 increasing their positions, 166 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 166

0.11% more ownership

Funds ownership: 69.53%69.63% (+0.11%)

5% less funds holding

Funds holding: 555526 (-29)

8% less capital invested

Capital invested by funds: $9.73B → $8.97B (-$759M)

23% less funds holding in top 10

Funds holding in top 10: 3124 (-7)

31% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 65

Holders
526
Holders Change
-29
Holders Change %
-5.23%
% of All Funds
8.3%
Holding in Top 10
24
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-22.58%
% of All Funds
0.38%
New
45
Increased
178
Reduced
166
Closed
65
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
+$327K
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
151
Parsons Capital Management
Rhode Island
$2.42M +$19.7K +190 +0.8%
FCI
152
Financial Counselors Inc
Kansas
$2.4M +$6.23K +60 +0.3%
FPW
153
Flagship Private Wealth
Massachusetts
$2.34M -$196K -1,890 -8%
IAS
154
Investment Advisory Services
Texas
$2.33M -$174K -1,678 -7%
EW
155
Evoke Wealth
California
$2.2M
Northern Trust
156
Northern Trust
Illinois
$2.19M -$50.5K -486 -2%
AT
157
American Trust
Kentucky
$2.15M +$2.12M +20,389 New
OFG
158
Omega Financial Group
California
$2.15M +$161K +1,551 +8%
AWM
159
Aries Wealth Management
Maine
$2.15M +$2.11M +20,349 New
CFGS
160
Concourse Financial Group Securities
Alabama
$2.13M -$1.33M -12,841 -39%
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$2.08M -$38.8K -373 -2%
TWM
162
TriaGen Wealth Management
California
$2.06M -$3.84K -37 -0.2%
SPIA
163
Strategic Point Investment Advisors
Rhode Island
$2.06M +$11.9K +115 +0.6%
LPT
164
Legacy Private Trust
Wisconsin
$2.04M
IFG
165
Independent Financial Group
California
$2.04M +$24K +231 +1%
Comerica Bank
166
Comerica Bank
Texas
$2.02M -$153K -1,470 -7%
JWCA
167
J.W. Cole Advisors
Florida
$2M -$106K -1,019 -5%
DADC
168
D.A. Davidson & Co
Montana
$1.99M +$246K +2,370 +14%
TPCW
169
TD Private Client Wealth
New York
$1.98M +$393K +3,783 +25%
BPA
170
Beacon Pointe Advisors
California
$1.94M +$651K +6,271 +52%
AI
171
Atria Investments
North Carolina
$1.93M +$694K +6,681 +58%
KA
172
Kovack Advisors
Florida
$1.93M +$1.71M +16,453 +912%
GWM
173
GDS Wealth Management
Texas
$1.84M +$1.34M +12,904 +229%
IAN
174
Integrated Advisors Network
Texas
$1.83M +$39K +375 +2%
WP
175
WealthPLAN Partners
Nebraska
$1.83M -$47.2K -454 -2%

IUSG Hedge Fund Activity: Q1 2022 in Review

526 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q1 2022, worth a combined $8.97B — down 7.8% from $9.73B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of IUSG and 45 opened new positions — a net loss of 20 holders — while 166 trimmed existing stakes and 178 added.

The largest buyer was Bank of America, adding an estimated $133M. The largest seller was Wells Fargo, cutting an estimated $50.1M.

  • 526 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q1 2022, down from 555 in Q4 2021.
  • Funds reported $8.97B of iShares Core S&P US Growth ETF stock for Q1 2022, down 7.8% quarter-over-quarter.
  • 45 funds opened new iShares Core S&P US Growth ETF positions in Q1 2022 and 65 closed out, a net change of -20 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q1 2022 was Bank of America, an estimated $133M added.
  • The largest iShares Core S&P US Growth ETF seller in Q1 2022 was Wells Fargo, an estimated $50.1M sold.

Based on aggregated 13F filings for Q1 2022.