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iShares Core S&P US Growth ETF

513 hedge funds and large institutions have $7.33B invested in iShares Core S&P US Growth ETF in 2022 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 183 increasing their positions, 142 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 40

29% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 142

4% more funds holding in top 10

Funds holding in top 10: 2627 (+1)

2% more funds holding

Funds holding: 501513 (+12)

0.06% less ownership

Funds ownership: 70.7%70.64% (-0.06%)

3% less capital invested

Capital invested by funds: $7.55B → $7.33B (-$222M)

Holders
513
Holders Change
+12
Holders Change %
+2.4%
% of All Funds
8.84%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.47%
New
58
Increased
183
Reduced
142
Closed
40
Calls
$457K
Puts
Net Calls
+$457K
Net Calls Change
+$63K
Name Holding Trade Value Shares
Change
Change in
Stake
KA
176
Kovack Advisors
Florida
$1.46M +$180 +2 +0%
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$1.46M -$23.1K -257 -1%
FHA
178
Flagship Harbor Advisors
Massachusetts
$1.44M -$412K -4,579 -20%
Comerica Bank
179
Comerica Bank
Texas
$1.3M -$362K -4,023 -21%
SSCA
180
South Shore Capital Advisors
Massachusetts
$1.3M +$409K +4,539 +39%
Jane Street
181
Jane Street
New York
$1.27M +$1.43M +15,850 New
CPIA
182
Cornell Pochily Investment Advisors
New York
$1.27M +$50.5K +561 +4%
TPW
183
Transatlantique Private Wealth
New York
$1.23M +$208K +2,308 +18%
OAM
184
Oppenheimer Asset Management
New York
$1.21M +$1.36M +15,090 New
SFG
185
Sovereign Financial Group
Connecticut
$1.19M -$36K -400 -3%
ACA
186
Ackerman Capital Advisors
Texas
$1.18M -$2.12M -23,593 -62%
VVP
187
Venture Visionary Partners
Ohio
$1.18M -$80.6K -895 -6%
FNBOH
188
First National Bank of Hutchinson
Kansas
$1.17M +$267K +2,965 +26%
MIAN
189
Mariner Independent Advisor Network
Kansas
$1.16M +$79.4K +882 +6%
MPW
190
Melone Private Wealth
Michigan
$1.12M +$270 +3 +0%
TCBWMS
191
Texas Capital Bank Wealth Management Services
Texas
$1.1M
WLIM
192
White Lighthouse Investment Management
Massachusetts
$1.09M -$64.4K -715 -5%
TFF
193
The Family Firm
Maryland
$1.09M
IAN
194
Integrated Advisors Network
Texas
$1.09M +$360 +4 +0%
LNC
195
Lincoln National Corp
Pennsylvania
$1.08M -$34.3K -381 -3%
PA
196
PFG Advisors
Arizona
$1.06M +$1.2M +13,282 New
EWA
197
EP Wealth Advisors
California
$1.05M -$28.3K -314 -2%
CB
198
Commerce Bank
Missouri
$1.05M -$51.6K -573 -4%
BPA
199
Beacon Pointe Advisors
California
$1.02M +$227K +2,524 +25%
CL
200
CIM LLC
New York
$1.01M +$279K +3,097 +34%

IUSG Hedge Fund Activity: Q3 2022 in Review

513 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q3 2022, worth a combined $7.33B — down 2.9% from $7.55B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new IUSG positions and 40 closed out — a net gain of 18 holders — while 183 added to existing stakes and 142 trimmed.

The largest buyer was Madison Asset Management, adding an estimated $38.9M. The largest seller was Bank of America, cutting an estimated $59.5M.

  • 513 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q3 2022, up from 501 in Q2 2022.
  • Funds reported $7.33B of iShares Core S&P US Growth ETF stock for Q3 2022, down 2.9% quarter-over-quarter.
  • 58 funds opened new iShares Core S&P US Growth ETF positions in Q3 2022 and 40 closed out, a net change of +18 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q3 2022 was Madison Asset Management, an estimated $38.9M added.
  • The largest iShares Core S&P US Growth ETF seller in Q3 2022 was Bank of America, an estimated $59.5M sold.

Based on aggregated 13F filings for Q3 2022.