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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
CPIA
201
Cornell Pochily Investment Advisors
New York
$1.3M +$14.4K +172 +1%
WP
202
WealthPLAN Partners
Nebraska
$1.3M +$1.24M +14,812 New
WIM
203
WealthPlan Investment Management
Nebraska
$1.3M -$650K -7,773 -34%
EFS
204
Essex Financial Services
Connecticut
$1.28M -$320K -3,826 -20%
Westfield Capital Management
205
Westfield Capital Management
Massachusetts
$1.28M +$1.32M +15,760 New
LGWM
206
Litman Gregory Wealth Management
California
$1.28M +$992K +11,875 +307%
CFO
207
Collective Family Office
Pennsylvania
$1.28M +$1.09M +13,030 +483%
FHA
208
Flagship Harbor Advisors
Massachusetts
$1.22M -$242K -2,892 -16%
RA
209
RFG Advisory
Alabama
$1.21M +$287K +3,437 +33%
Prudential Financial
210
Prudential Financial
New Jersey
$1.18M +$285K +3,412 +31%
PA
211
PFG Advisors
Arizona
$1.17M +$91.9K +1,100 +8%
VVP
212
Venture Visionary Partners
Ohio
$1.15M -$53K -634 -4%
TCBWMS
213
Texas Capital Bank Wealth Management Services
Texas
$1.12M
CPIG
214
Chicago Partners Investment Group
Illinois
$1.11M +$526K +6,290 +101%
CB
215
Commerce Bank
Missouri
$1.06M -$5.18K -62 -0.5%
EWA
216
EP Wealth Advisors
California
$1.05M -$21.6K -258 -2%
NA
217
NewEdge Advisors
Louisiana
$1.03M -$335K -4,012 -16%
FNBOH
218
First National Bank of Hutchinson
Kansas
$1.03M -$160K -1,913 -13%
SIC
219
Sterling Investment Counsel
New York
$1.01M +$217K +2,591 +27%
SCM
220
Seascape Capital Management
New Hampshire
$997K +$761K +9,107 +292%
CA
221
Clearstead Advisors
Ohio
$996K +$585 +7 +0.1%
BPA
222
Beacon Pointe Advisors
California
$994K -$40.5K -485 -4%
MCA
223
Magnolia Capital Advisors
Mississippi
$979K +$19K +227 +2%
CHJWM
224
Carlton Hofferkamp & Jenks Wealth Management
Texas
$970K +$501 +6 +0.1%
BJL
225
Brighton Jones LLC
Washington
$963K +$919 +11 +0.1%

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.