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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

251 hedge funds and large institutions have $3.52B invested in iShares Core S&P US Growth ETF in 2018 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 89 increasing their positions, 52 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+34
Holders Change %
+15.67%
% of All Funds
5.6%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.31%
New
69
Increased
89
Reduced
52
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$170M
2
ClearBridge Investments
ClearBridge Investments
New York
+$80.6M
3
Wells Fargo
Wells Fargo
California
+$48.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$39.8M
5
Morgan Stanley
Morgan Stanley
New York
+$39.1M

Top Sellers

1
AC
Alleghany Corporation
New York
-$93.9M
2
CWM
Cornerstone Wealth Management
Missouri
-$40.1M
3
AG
Advisor Group
Arizona
-$20.8M
4
Jane Street
Jane Street
New York
-$15M
5
PAG
Private Advisor Group
New Jersey
-$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPW
226
Kore Private Wealth
New York
$18K +$18K +351 New
GI
227
Gradient Investments
Minnesota
$17K +$7.9K +146 +87%
CWM
228
Catamount Wealth Management
Connecticut
$16K +$16K +279 New
CIAS
229
Capital Investment Advisory Services
North Carolina
$16K +$16K +300 New
RCG
230
Ruggie Capital Group
Florida
$15K +$15K +284 New
KCM
231
Karp Capital Management
California
$14K +$14K +263 New
FRA
232
Front Row Advisors
California
$13K – – –
JCM
233
Jacobi Capital Management
Pennsylvania
$11K -$660 -12 -6%
LWA
234
Lenox Wealth Advisors
New York
$11K – – –
Bessemer Group
235
Bessemer Group
New Jersey
$8K -$10.8M -207,311 -100%
SEI Investments
236
SEI Investments
Pennsylvania
$8K +$8K +158 New
LWM
237
Liberty Wealth Management
California
$8K +$8K +160 New
BAM
238
Barrett Asset Management
New York
$7K – – –
TCM
239
TD Capital Management
Tennessee
$7K +$7K +134 New
AIM
240
Anchor Investment Management
South Carolina
$6.85K – – –
NA
241
NewEdge Advisors
Louisiana
$6.28K +$2.15K +40,849 +52%
ADL
242
Asset Dedication LLC
California
$5K – – –
WTC
243
WhitTier Trust Company
Nevada
$4K – – –
RAM
244
Riggs Asset Management
Pennsylvania
$4K – – –
CI
245
CX Institutional
Indiana
$3K -$1.72M -28,677 -100%
BOPW
246
Brandywine Oak Private Wealth
Pennsylvania
$3K +$3K +187 New
HFM
247
Hartford Financial Management
Connecticut
$2K – – –
EWM
248
Executive Wealth Management
Michigan
$2K +$2K +30 New
YWP
249
YorkBridge Wealth Partners
New York
$1K +$1K +15 New
AIA
250
Alera Investment Advisors
Illinois
$1K +$1K +28 New
8 9
10
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