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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
UIA
176
Ulland Investment Advisors
Minnesota
$1.79M -$433K -5,181 -19%
KAM
177
Knightsbridge Asset Management
California
$1.75M -$703K -8,416 -28%
OFG
178
Omega Financial Group
California
$1.69M -$117K -1,398 -6%
IFG
179
Independent Financial Group
California
$1.65M +$46.9K +561 +3%
ES
180
Eagle Strategies
New York
$1.65M +$1.69M +20,196 New
EW
181
Evoke Wealth
California
$1.65M -$49.7K -595 -3%
JFGIW
182
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.64M +$1.47M +17,570 +676%
SSWG
183
Seven Springs Wealth Group
Tennessee
$1.63M +$54.1K +647 +3%
TWM
184
TriaGen Wealth Management
California
$1.59M +$17.8K +213 +1%
Comerica Bank
185
Comerica Bank
Texas
$1.58M +$286K +3,421 +22%
LPT
186
Legacy Private Trust
Wisconsin
$1.57M
JWCA
187
J.W. Cole Advisors
Florida
$1.57M -$275K -3,296 -15%
WI
188
WrapManager Inc
California
$1.51M +$1.55M +18,587 New
BCV
189
Banque Cantonale Vaudoise
Switzerland
$1.5M +$1.42M +17,000 New
SFA
190
Sequoia Financial Advisors
Ohio
$1.5M -$339K -4,058 -18%
TWC
191
TD Waterhouse Canada
Ontario, Canada
$1.49M -$27.4K -328 -2%
Northern Trust
192
Northern Trust
Illinois
$1.48M -$220K -2,634 -13%
GVAG
193
Great Valley Advisor Group
Delaware
$1.46M +$518K +6,202 +53%
LNC
194
Lincoln National Corp
Pennsylvania
$1.46M +$364K +4,359 +32%
KA
195
Kovack Advisors
Florida
$1.45M -$32K -383 -2%
IAN
196
Integrated Advisors Network
Texas
$1.43M +$331K +3,955 +29%
TFF
197
The Family Firm
Maryland
$1.4M +$304K +3,634 +27%
CSIA
198
Charles Schwab Investment Advisory
California
$1.36M -$6.39M -76,443 -82%
SFO
199
Stokes Family Office
Louisiana
$1.36M -$484K -5,797 -26%
DP
200
Denver PWM
Colorado
$1.34M +$1.07M +12,792 +350%

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.