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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
BCI
201
Brinker Capital Investments
Pennsylvania
$1.14M -$224K -2,155 -17%
Prudential Financial
202
Prudential Financial
New Jersey
$1.13M +$90.6K +872 +9%
HSWM
203
Hubbell Strickland Wealth Management
Louisiana
$1.09M +$5.4K +52 +0.5%
CPIA
204
Cornell Pochily Investment Advisors
New York
$1.07M +$41.2K +397 +4%
GIA
205
Gladstone Institutional Advisory
Florida
$1.03M +$402K +3,866 +66%
UWPG
206
Ullmann Wealth Partners Group
Florida
$1.01M +$104 +1 +0%
NF
207
Nikulski Financial
Iowa
$993K +$102K +980 +12%
TPW
208
TL Private Wealth
Texas
$985K +$47.7K +459 +5%
WMP
209
Wealth Management Partners
Arizona
$967K
Lido Advisors
210
Lido Advisors
California
$962K -$113K -1,087 -11%
SFMG
211
Sage Financial Management Group
Virginia
$956K
WT
212
Whittier Trust
California
$916K
ASBI
213
American State Bank (Iowa)
Iowa
$900K -$25.5K -245 -3%
Bank of Montreal
214
Bank of Montreal
Ontario, Canada
$898K +$70.5K +679 +9%
KPCM
215
Kings Point Capital Management
New York
$894K
CL
216
CIM LLC
New York
$888K -$53K -510 -5%
Nomura Asset Management
217
Nomura Asset Management
Japan
$876K -$420K -4,043 -33%
XF
218
XML Financial
Maryland
$873K
AL
219
Aspiriant LLC
California
$872K -$30.5K -294 -3%
VFIC
220
Valley Forge Investment Consultants
Pennsylvania
$871K
AFM
221
Andesa Financial Management
Pennsylvania
$847K +$832K +8,012 New
MGIA
222
Moneta Group Investment Advisors
Missouri
$834K +$623 +6 +0.1%
AMG
223
Asset Management Group
Connecticut
$825K -$8.21K -79 -1%
Bank of New York Mellon
224
Bank of New York Mellon
New York
$824K -$48.4K -466 -6%
OC
225
Oppenheimer & Co
New York
$809K -$38K -366 -5%

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.