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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
Bank of America
1
Bank of America
North Carolina
$2.67B -$59.5M -661,067 -2%
LPL Financial
2
LPL Financial
California
$1.03B -$12M -133,751 -1%
Morgan Stanley
3
Morgan Stanley
New York
$602M +$25.2M +279,639 +4%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$442M +$21.6M +239,528 +5%
JMPWA
5
JP Morgan Private Wealth Advisors
California
$142M -$2.45M -27,230 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$130M +$11.3M +125,147 +8%
BTI
7
Blue Trust Inc
Georgia
$119M -$4.56M -50,615 -3%
UBS Group
8
UBS Group
Switzerland
$116M +$7M +77,709 +6%
Wells Fargo
9
Wells Fargo
California
$85.5M -$4.2M -46,648 -4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$83.5M +$7.29M +80,904 +8%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$74.9M +$159K +1,762 +0.2%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$64.5M -$1.66M -18,447 -2%
Ameriprise
13
Ameriprise
Minnesota
$62.6M +$25.5M +283,643 +53%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$58.4M -$1.9M -21,106 -3%
RJA
15
Raymond James & Associates
Florida
$57M +$118K +1,309 +0.2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$52.6M +$9.02M +100,149 +18%
CCMG
17
Clark Capital Management Group
Pennsylvania
$49M +$12.6M +139,586 +30%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$45.8M +$2.35M +26,137 +5%
BlackRock
19
BlackRock
New York
$39.6M +$3.85M +42,722 +9%
MAM
20
Madison Asset Management
Wisconsin
$37.2M +$38.9M +431,798 +1,328%
HighTower Advisors
21
HighTower Advisors
Illinois
$35.1M -$1.29M -14,292 -3%
Charles Schwab
22
Charles Schwab
California
$35M -$834K -9,265 -2%
Legacy Financial Group (Iowa)
23
Legacy Financial Group (Iowa)
Iowa
$34.8M +$2.33M +25,911 +6%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$34M +$802K +8,906 +2%
Osaic Holdings
25
Osaic Holdings
Arizona
$33.7M +$1.91M +21,235 +5%

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.