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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
WIM
176
WealthPlan Investment Management
Nebraska
$1.83M +$2.05M +19,753 New
EFS
177
Essex Financial Services
Connecticut
$1.77M +$299K +2,879 +21%
Kayne Anderson Rudnick Investment Management
178
Kayne Anderson Rudnick Investment Management
California
$1.76M +$109K +1,051 +7%
W
179
Wealthquest
Ohio
$1.7M
SSWG
180
Seven Springs Wealth Group
Tennessee
$1.63M +$173K +1,667 +12%
VVP
181
Venture Visionary Partners
Ohio
$1.6M -$133K -1,282 -8%
CB
182
Commerce Bank
Missouri
$1.52M -$175K -1,689 -10%
SCA
183
Snowden Capital Advisors
New York
$1.52M -$1.25K -12 -0.1%
SFG
184
Sovereign Financial Group
Connecticut
$1.52M -$226K -2,174 -13%
TCBWMS
185
Texas Capital Bank Wealth Management Services
Texas
$1.5M
MIAN
186
Mariner Independent Advisor Network
Kansas
$1.48M -$272K -2,622 -16%
T
187
TCWP
Ohio
$1.47M -$598K -5,754 -29%
TFF
188
The Family Firm
Maryland
$1.43M +$22.8K +219 +2%
BCV
189
Banque Cantonale Vaudoise
Switzerland
$1.42M +$1.45M +14,000 New
EWA
190
EP Wealth Advisors
California
$1.41M -$727 -7 -0.1%
WLIM
191
White Lighthouse Investment Management
Massachusetts
$1.34M -$17.1K -165 -1%
MPW
192
Melone Private Wealth
Michigan
$1.28M -$207K -1,995 -13%
MCA
193
Magnolia Capital Advisors
Mississippi
$1.27M -$1.26M -12,120 -50%
BJL
194
Brighton Jones LLC
Washington
$1.26M +$831 +8 +0.1%
GVAG
195
Great Valley Advisor Group
Delaware
$1.24M -$7.79K -75 -0.6%
LNC
196
Lincoln National Corp
Pennsylvania
$1.23M +$519 +5 +0%
FNBOH
197
First National Bank of Hutchinson
Kansas
$1.22M +$131K +1,265 +12%
SOS
198
Silver Oak Securities
Tennessee
$1.18M +$1.19M +11,483 New
KWM
199
Kingsview Wealth Management
Oregon
$1.16M +$910K +8,755 +387%
CHJWM
200
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.16M -$9.25K -89 -0.8%

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.