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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
Bank of America
1
Bank of America
North Carolina
$2.84B +$297M +3,243,867 +11%
LPL Financial
2
LPL Financial
California
$1.09B +$9.27M +101,085 +0.8%
Morgan Stanley
3
Morgan Stanley
New York
$605M +$44.8M +489,126 +7%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$462M +$19.6M +213,822 +4%
BTI
5
Blue Trust Inc
Georgia
$156M +$135M +1,473,013 New
JMPWA
6
JP Morgan Private Wealth Advisors
California
$150M -$3.69M -40,247 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$125M +$25.6M +279,243 +23%
UBS Group
8
UBS Group
Switzerland
$115M -$926K -10,096 -0.7%
Wells Fargo
9
Wells Fargo
California
$93.1M +$6.56M +71,592 +7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$80.4M +$5.62M +61,287 +7%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$78.1M -$1.26M -13,793 -1%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$68.9M +$470K +5,124 +0.6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$62.7M +$8.46M +92,316 +14%
RJA
14
Raymond James & Associates
Florida
$59.4M -$256K -2,795 -0.4%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$46.5M +$1.56M +16,981 +3%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$45.7M +$2.48M +27,104 +5%
Ameriprise
17
Ameriprise
Minnesota
$44.6M +$1.19M +13,023 +3%
CCMG
18
Clark Capital Management Group
Pennsylvania
$39.5M +$43.2M +471,651 New
VFPW
19
Vantage Financial Partners (Wisconsin)
Wisconsin
$38.9M -$10M -109,137 -19%
HighTower Advisors
20
HighTower Advisors
Illinois
$37.9M -$2.82M -30,803 -6%
BlackRock
21
BlackRock
New York
$37.7M +$5.53M +60,331 +15%
Charles Schwab
22
Charles Schwab
California
$37.4M -$806K -8,791 -2%
BFEC
23
Benjamin F. Edwards & Company
Missouri
$34.8M -$224K -2,440 -0.6%
Legacy Financial Group (Iowa)
24
Legacy Financial Group (Iowa)
Iowa
$34.2M -$508K -5,546 -1%
Osaic Holdings
25
Osaic Holdings
Arizona
$33.5M +$4.99M +54,383 +16%

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.