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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

362 hedge funds and large institutions have $6.51B invested in iShares Core S&P US Growth ETF in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 111 increasing their positions, 136 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
-2
Holders Change %
-0.55%
% of All Funds
7.32%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.4%
New
33
Increased
111
Reduced
136
Closed
33
Calls
$30K
Puts
–
Net Calls
+$30K
Net Calls Change
+$19K

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$66M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$11.7M
3
RAM
Riggs Asset Management
Pennsylvania
+$6.97M
4
DA
Doliver Advisors
Texas
+$5.87M
5
UBS Group
UBS Group
Switzerland
+$4.52M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$386M
2
LPL Financial
LPL Financial
California
-$50.7M
3
TI
tru Independence
Oregon
-$33.7M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$28.2M
5
Morgan Stanley
Morgan Stanley
New York
-$25.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
226
Mutual Advisors
Nebraska
$360K +$8.57K +107 +2%
PG
227
Patten Group
Tennessee
$357K -$12.6K -158 -3%
RC
228
Rinet Company
Massachusetts
$353K -$326K -4,070 -48%
MWA
229
Meridian Wealth Advisors
Texas
$346K -$122K -1,520 -26%
LIM
230
Leavell Investment Management
Alabama
$345K – – –
GIA
231
Gladstone Institutional Advisory
Florida
$332K -$17.8K -222 -5%
Prudential Financial
232
Prudential Financial
New Jersey
$328K +$11.3K +141 +4%
KA
233
Kovack Advisors
Florida
$324K -$1.04K -13 -0.3%
EWM
234
Endurance Wealth Management
Rhode Island
$320K – – –
CTC
235
Central Trust Company
Missouri
$318K +$15K +187 +5%
LNC
236
Lincoln National Corp
Pennsylvania
$312K +$37K +462 +13%
MA
237
MONECO Advisors
Connecticut
$308K +$320 +4 +0.1%
GVAG
238
Great Valley Advisor Group
Delaware
$303K -$1.68K -21 -0.6%
PJSIMP
239
P.J. Schmidt Investment Management (PJS)
Wisconsin
$300K -$300K -3,700 -50%
PA
240
PSI Advisors
Florida
$291K +$80 +1 +0%
Cetera Investment Advisers
241
Cetera Investment Advisers
Illinois
$290K +$13.2K +165 +5%
DP
242
Denver PWM
Colorado
$289K -$2K -25 -0.7%
BEI
243
Benjamin Edwards Inc
Missouri
$288K -$19.6K -245 -6%
WSFS
244
Wilmington Savings Fund Society
Delaware
$288K – – –
KWM
245
Kingsview Wealth Management
Oregon
$282K -$1.92K -24 -0.7%
GWM
246
Geneos Wealth Management
Colorado
$276K -$164K -2,105 -37%
ORI
247
Oak Ridge Investments
Illinois
$272K -$426K -5,324 -61%
GWCM
248
Godshalk Welsh Capital Management
Pennsylvania
$272K – – –
VFA
249
Voya Financial Advisors
Connecticut
$268K – – –
SWM
250
SeaCrest Wealth Management
New York
$261K -$29.9K -373 -10%
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