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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
CA
201
Clearstead Advisors
Ohio
$979K +$1.05M +11,714 +2,366%
SCA
202
Snowden Capital Advisors
New York
$971K -$2.07K -23 -0.2%
BJL
203
Brighton Jones LLC
Washington
$946K -$8.64K -96 -0.8%
RP
204
Riverbridge Partners
Minnesota
$946K +$1.06M +11,804 New
MCA
205
Magnolia Capital Advisors
Mississippi
$944K +$1.89K +21 +0.2%
GVAG
206
Great Valley Advisor Group
Delaware
$940K +$8.29K +92 +0.8%
CHJWM
207
Carlton Hofferkamp & Jenks Wealth Management
Texas
$934K -$2.61K -29 -0.3%
SW
208
SVB Wealth
Massachusetts
$915K +$497K +5,519 +94%
Prudential Financial
209
Prudential Financial
New Jersey
$903K -$90 -1 -0%
TPW
210
TL Private Wealth
Texas
$896K +$85K +944 +9%
RA
211
RFG Advisory
Alabama
$846K +$934K +10,372 New
ORI
212
Oak Ridge Investments
Illinois
$837K -$971K -10,782 -51%
MWM
213
Meridian Wealth Management
Kentucky
$829K -$543K -6,032 -37%
NF
214
Nikulski Financial
Iowa
$828K +$39.1K +434 +4%
HSWM
215
Hubbell Strickland Wealth Management
Louisiana
$807K -$7.65K -85 -0.8%
AAS
216
Ameritas Advisory Services
Nebraska
$797K +$471K +5,225 +111%
PRWA
217
Platte River Wealth Advisors
Colorado
$788K -$117K -1,295 -12%
Lido Advisors
218
Lido Advisors
California
$786K +$63K +700 +8%
SIC
219
Sterling Investment Counsel
New York
$782K +$271K +3,012 +45%
YIH
220
Y-Intercept (HK)
Hong Kong
$760K +$416K +4,620 +95%
WMP
221
Wealth Management Partners
Arizona
$734K
BRWA
222
B. Riley Wealth Advisors
Florida
$731K +$71.9K +798 +10%
ASBI
223
American State Bank (Iowa)
Iowa
$714K -$19.4K -215 -2%
Bank of New York Mellon
224
Bank of New York Mellon
New York
$712K +$96.8K +1,075 +14%
IA
225
IFG Advisory
Georgia
$707K +$153K +1,701 +24%

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.