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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
PWA
176
Phoenix Wealth Advisors
North Carolina
$1.38M +$1.51M +16,477 New
MWM
177
Meridian Wealth Management
Kentucky
$1.37M +$1.5M +16,366 New
TRCT
178
Tower Research Capital (TRC)
New York
$1.34M +$1.46M +15,875 +13,568%
VVP
179
Venture Visionary Partners
Ohio
$1.3M +$39K +425 +3%
CPIA
180
Cornell Pochily Investment Advisors
New York
$1.28M +$471K +5,139 +51%
SFG
181
Sovereign Financial Group
Connecticut
$1.28M +$81.6K +890 +6%
WLIM
182
White Lighthouse Investment Management
Massachusetts
$1.2M +$153K +1,672 +13%
MPW
183
Melone Private Wealth
Michigan
$1.17M +$3.85K +42 +0.3%
LNC
184
Lincoln National Corp
Pennsylvania
$1.16M +$211K +2,296 +20%
MIAN
185
Mariner Independent Advisor Network
Kansas
$1.16M -$42.6K -465 -3%
TCBWMS
186
Texas Capital Bank Wealth Management Services
Texas
$1.15M -$37.5K -409 -3%
Nomura Asset Management
187
Nomura Asset Management
Japan
$1.15M -$96K -1,047 -13%
CB
188
Commerce Bank
Missouri
$1.14M -$71.1K -775 -5%
W
189
Wealthquest
Ohio
$1.14M -$99.6K -1,086 -7%
TFF
190
The Family Firm
Maryland
$1.14M +$1.1K +12 +0.1%
IAN
191
Integrated Advisors Network
Texas
$1.13M -$349K -3,808 -22%
EWA
192
EP Wealth Advisors
California
$1.12M +$8.07K +88 +0.7%
TPW
193
Transatlantique Private Wealth
New York
$1.09M +$1.19M +12,993 New
Kayne Anderson Rudnick Investment Management
194
Kayne Anderson Rudnick Investment Management
California
$1.08M -$348K -3,793 -23%
AFM
195
Andesa Financial Management
Pennsylvania
$1.07M +$434K +4,730 +59%
WT
196
Whittier Trust
California
$1.07M +$373K +4,068 +47%
SCA
197
Snowden Capital Advisors
New York
$1.01M -$209K -2,281 -16%
FFS
198
Founders Financial Securities
Maryland
$1M +$1.1M +11,975 New
HI
199
Horizon Investments
North Carolina
$1M +$1.1M +11,975 New
BJL
200
Brighton Jones LLC
Washington
$996K +$825 +9 +0.1%

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.