We are live on ! Find out more
IUSG icon

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
CHJWM
201
Carlton Hofferkamp & Jenks Wealth Management
Texas
$990K -$458 -5 -0%
CGA
202
Crescent Grove Advisors
Illinois
$990K +$817K +8,906 +304%
MCA
203
Magnolia Capital Advisors
Mississippi
$984K -$20.4K -223 -2%
GVAG
204
Great Valley Advisor Group
Delaware
$974K -$10.2K -111 -0.9%
SSCA
205
South Shore Capital Advisors
Massachusetts
$973K +$503K +5,489 +89%
FNBOH
206
First National Bank of Hutchinson
Kansas
$970K +$1.56K +17 +0.1%
Prudential Financial
207
Prudential Financial
New Jersey
$936K +$36.9K +402 +4%
PRWA
208
Platte River Wealth Advisors
Colorado
$931K +$1.02M +11,118 New
CAG
209
Csenge Advisory Group
Florida
$893K +$475K +5,181 +94%
SPIA
210
Steward Partners Investment Advisory
New York
$891K -$5.42M -59,072 -85%
TPW
211
TL Private Wealth
Texas
$869K +$26.8K +292 +3%
HSWM
212
Hubbell Strickland Wealth Management
Louisiana
$850K -$18.7K -204 -2%
BPA
213
Beacon Pointe Advisors
California
$848K -$751K -8,187 -45%
NF
214
Nikulski Financial
Iowa
$828K +$45.8K +500 +5%
CL
215
CIM LLC
New York
$798K +$22.3K +243 +3%
WMP
216
Wealth Management Partners
Arizona
$766K
ASBI
217
American State Bank (Iowa)
Iowa
$764K +$55.4K +604 +7%
MGIA
218
Moneta Group Investment Advisors
Missouri
$763K +$112K +1,223 +15%
Lido Advisors
219
Lido Advisors
California
$762K
AL
220
Aspiriant LLC
California
$759K +$75K +818 +10%
SFMG
221
Sage Financial Management Group
Virginia
$744K -$14.6K -159 -2%
T
222
TCWP
Ohio
$725K -$479K -5,220 -38%
BWM
223
Brickley Wealth Management
California
$708K +$87.1K +950 +13%
BRWA
224
B. Riley Wealth Advisors
Florida
$697K +$580K +6,327 +318%
BCI
225
Brinker Capital Investments
Pennsylvania
$692K -$234K -2,550 -24%

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.