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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
CM
151
Columbus Macro
Pennsylvania
$2.35M -$310K -3,715 -11%
PTC
152
Private Trust Company
Ohio
$2.35M +$102K +1,220 +4%
FTS
153
Fifth Third Securities
Ohio
$2.34M +$101K +1,209 +4%
AAS
154
Ameritas Advisory Services
Nebraska
$2.33M +$1.56M +18,615 +187%
KFGK
155
Keystone Financial Group (Kentucky)
Kentucky
$2.21M -$22.9K -274 -1%
PCM
156
Parsons Capital Management
Rhode Island
$2.2M +$107K +1,276 +5%
IAS
157
Investment Advisory Services
Texas
$2.09M +$258K +3,082 +14%
TPCW
158
TD Private Client Wealth
New York
$2.09M +$322K +3,848 +18%
HF
159
HRT Financial
New York
$2.06M -$1.01M -12,101 -32%
HWM
160
HB Wealth Management
Georgia
$2.06M +$36.8K +440 +2%
ZC
161
Zeit Capital
Colorado
$2.05M +$2.1M +25,157 New
JFG
162
JMG Financial Group
Illinois
$2.04M
IGWM
163
ICA Group Wealth Management
Colorado
$2.02M -$550K -6,585 -21%
PAG
164
Private Advisor Group
New Jersey
$1.96M -$197K -2,354 -1%
BG
165
Benedetti & Gucer
Georgia
$1.93M +$93.9K +1,123 +5%
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$1.91M +$445K +5,321 +29%
FPW
167
Flagship Private Wealth
Massachusetts
$1.9M +$86.4K +1,034 +5%
AT
168
American Trust
Kentucky
$1.89M +$353K +4,225 +22%
SPC
169
Sigma Planning Corp
Michigan
$1.88M -$73.1K -875 -4%
HCM
170
Hollencrest Capital Management
California
$1.86M -$77.2K -924 -4%
PD
171
Planning Directions
Pennsylvania
$1.86M -$45.7K -547 -2%
FCI
172
Financial Counselors Inc
Kansas
$1.85M +$4.01K +48 +0.2%
SFG
173
Sovereign Financial Group
Connecticut
$1.84M +$650K +7,774 +52%
ORI
174
Oak Ridge Investments
Illinois
$1.82M +$991K +11,852 +113%
DADC
175
D.A. Davidson & Co
Montana
$1.81M +$57K +682 +3%

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.