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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

350 hedge funds and large institutions have $5B invested in iShares Core S&P US Growth ETF in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 124 increasing their positions, 118 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
-9
Holders Change %
-2.51%
% of All Funds
7.73%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.46%
New
44
Increased
124
Reduced
118
Closed
47
Calls
$1K
Puts
$4K
Net Calls
-$3K
Net Calls Change
-$3K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$302M
2
BL
Balentine LLC
Georgia
+$108M
3
PPA
Parametric Portfolio Associates
Washington
+$108M
4
Morgan Stanley
Morgan Stanley
New York
+$92.4M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$23.8M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$52M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$30.6M
3
UBS Group
UBS Group
Switzerland
-$25.9M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$16.3M
5
ClearBridge Investments
ClearBridge Investments
New York
-$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCIA
226
Hochman Cole Investment Advisors
Illinois
$263K – – –
PG
227
Patten Group
Tennessee
$262K -$14K -245 -5%
SFA
228
Sequoia Financial Advisors
Ohio
$259K +$46.3K +813 +22%
SCM
229
SOL Capital Management
Maryland
$257K – – –
MA
230
Mutual Advisors
Nebraska
$252K -$23.1K -405 -8%
LIM
231
Leavell Investment Management
Alabama
$246K – – –
NNP
232
Nachman Norwood & Parrott
South Carolina
$246K +$246K +4,309 New
VWA
233
V Wealth Advisors
Kansas
$231K -$39K -684 -14%
WCG
234
Weaver Consulting Group
California
$225K -$22.2K -390 -9%
IAA
235
Independent Advisor Alliance
North Carolina
$222K -$4.42M -77,343 -95%
Prudential Financial
236
Prudential Financial
New Jersey
$219K -$2.8K -49 -1%
MA
237
MONECO Advisors
Connecticut
$219K +$571 +10 +0.3%
SCM
238
Seascape Capital Management
New Hampshire
$218K -$4.11K -72 -2%
STB
239
S&T Bank
Pennsylvania
$218K – – –
AFM
240
Andesa Financial Management
Pennsylvania
$217K +$217K +3,800 New
MCP
241
Mirador Capital Partners
California
$216K -$114K -1,756 -35%
SWM
242
SeaCrest Wealth Management
New York
$216K -$7.48K -131 -3%
VFA
243
Voya Financial Advisors
Connecticut
$216K +$5.16K +89 +2%
PA
244
PSI Advisors
Florida
$211K -$1.51K -27 -0.7%
Lido Advisors
245
Lido Advisors
California
$208K – – –
FCCM
246
First City Capital Management
Georgia
$207K -$57 -1 -0%
WSFS
247
Wilmington Savings Fund Society
Delaware
$206K -$76.7K -1,340 -27%
LNC
248
Lincoln National Corp
Pennsylvania
$205K +$205K +3,594 New
GVAG
249
Great Valley Advisor Group
Delaware
$204K -$3.48K -61 -2%
Mercer Global Advisors
250
Mercer Global Advisors
Colorado
$201K +$18.8K +329 +10%
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