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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

359 hedge funds and large institutions have $5.31B invested in iShares Core S&P US Growth ETF in 2019 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 130 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+72
Holders Change %
+25.09%
% of All Funds
7.09%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.39%
New
98
Increased
130
Reduced
72
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$160M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$53.4M
3
LPL Financial
LPL Financial
California
+$32.2M
4
ClearBridge Investments
ClearBridge Investments
New York
+$23.9M
5
Wells Fargo
Wells Fargo
California
+$23.9M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$75.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$71.2M
3
GSWM
Golden State Wealth Management
California
-$3.99M
4
EWA
ERTS Wealth Advisors
Michigan
-$3.81M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
226
IEQ Capital
California
$319K +$319K +4,713 New
FHA
227
Flagship Harbor Advisors
Massachusetts
$317K +$91.8K +1,358 +41%
HCIA
228
Hochman Cole Investment Advisors
Illinois
$312K – – –
PPA
229
Parametric Portfolio Associates
Washington
$311K +$311K +4,598 New
SW
230
SVB Wealth
Massachusetts
$310K +$310K +4,584 New
SCM
231
SOL Capital Management
Maryland
$304K – – –
VWA
232
V Wealth Advisors
Kansas
$297K – – –
LIM
233
Leavell Investment Management
Alabama
$292K – – –
WWM
234
Windsor Wealth Management
Indiana
$278K +$278K +4,103 New
CFSG
235
Community Financial Services Group
Vermont
$276K – – –
PCA
236
Personal Capital Advisors
California
$274K +$274K +4,048 New
WCG
237
Weaver Consulting Group
California
$273K -$7.37K -117 -3%
SFS
238
Sowell Financial Services
Arkansas
$272K -$173K -2,563 -39%
MA
239
MONECO Advisors
Connecticut
$271K +$1.35K +19 +0.5%
SWM
240
SeaCrest Wealth Management
New York
$265K +$135 +2 +0.1%
Prudential Financial
241
Prudential Financial
New Jersey
$263K +$7.39K +109 +3%
SCM
242
Seascape Capital Management
New Hampshire
$263K +$263K +3,889 New
STB
243
S&T Bank
Pennsylvania
$258K +$258K +3,812 New
PA
244
PSI Advisors
Florida
$257K +$257K +3,812 New
SFA
245
Sequoia Financial Advisors
Ohio
$252K +$30.2K +447 +14%
Lido Advisors
246
Lido Advisors
California
$247K +$10.1K +149 +4%
VFA
247
Voya Financial Advisors
Connecticut
$246K -$20.5K -303 -8%
GVAG
248
Great Valley Advisor Group
Delaware
$246K -$6.89K -102 -3%
FCCM
249
First City Capital Management
Georgia
$245K +$135 +2 +0.1%
GP
250
Geneva Partners
Wisconsin
$243K +$11.7K +173 +5%
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