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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
Bank of America
1
Bank of America
North Carolina
$3.02B +$307M +3,668,311 +11%
LPL Financial
2
LPL Financial
California
$1.06B +$14.2M +169,976 +1%
Morgan Stanley
3
Morgan Stanley
New York
$672M +$60.9M +728,977 +10%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$535M +$88.2M +1,055,371 +19%
JMPWA
5
JP Morgan Private Wealth Advisors
California
$131M -$13.5M -161,039 -9%
UBS Group
6
UBS Group
Switzerland
$127M +$9.29M +111,208 +8%
Wells Fargo
7
Wells Fargo
California
$123M +$36.8M +440,600 +41%
BTI
8
Blue Trust Inc
Georgia
$116M +$2.12M +25,357 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$107M -$25.9M -309,686 -19%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$96.9M +$12.4M +148,088 +14%
RJA
11
Raymond James & Associates
Florida
$76.6M +$19M +227,636 +32%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$75M -$1.21M -14,453 -2%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$64.2M -$1.42M -17,024 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$58.7M -$672K -8,041 -1%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$51.7M -$1.87M -22,321 -3%
FWI
16
Facet Wealth Inc
Maryland
$49.5M +$47.6M +569,278 New
Ameriprise
17
Ameriprise
Minnesota
$48.6M -$18.4M -220,064 -27%
ClearBridge Investments
18
ClearBridge Investments
New York
$47.3M +$29.4M +352,085 +154%
HighTower Advisors
19
HighTower Advisors
Illinois
$44.4M +$8.85M +105,952 +24%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$42.8M -$3.93M -47,072 -8%
BlackRock
21
BlackRock
New York
$41.9M +$1.68M +20,060 +4%
TVAMP
22
Tennessee Valley Asset Management Partners
Tennessee
$38.2M +$5.14M +61,536 +15%
Legacy Financial Group (Iowa)
23
Legacy Financial Group (Iowa)
Iowa
$36.7M +$1.3M +15,579 +4%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$35.9M +$1.33M +15,915 +4%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$33.5M +$33.6M +402,028 +4,528%

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.