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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

456 hedge funds and large institutions have $8.12B invested in iShares Core S&P US Growth ETF in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 154 increasing their positions, 138 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+27
Holders Change %
+6.29%
% of All Funds
7.96%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.35%
New
51
Increased
154
Reduced
138
Closed
19
Calls
$278K
Puts
$4K
Net Calls
+$274K
Net Calls Change
+$282K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$3.14B
2
LPL Financial
LPL Financial
California
$1.28B
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$138M
4
DA
Doliver Advisors
Texas
$71.5M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$220M

Top Sellers

1
BL
Balentine LLC
Georgia
$13K
2
PPA
Parametric Portfolio Associates
Washington
$351K
3
AWM
AE Wealth Management
Kansas
$10.1M
4
VC
Veracity Capital
Georgia
$18.1M
5
FP
Financial Perspectives
Minnesota
$114K
Name Holding Trade Value Shares
Change 		Shares
Change %
BSI
226
Bennett Selby Investments
Maine
$570K – – –
LRIA
227
Leonard Rickey Investment Advisors
Washington
$564K -$44.1K -423 -7%
NF
228
Nikulski Financial
Iowa
$560K -$5.27K -51 -0.9%
GIA
229
Gladstone Institutional Advisory
Florida
$555K +$34.2K +339 +7%
CAG
230
Csenge Advisory Group
Florida
$552K +$52.9K +522 +11%
LW
231
Linscomb Wealth
Texas
$548K -$134K -1,327 -20%
BFC
232
Bedel Financial Consulting
Indiana
$543K +$3.13K +31 +0.6%
CFA
233
Cahill Financial Advisors
Minnesota
$540K +$540K +5,344 New
DJSG
234
D.J. St. Germain
Massachusetts
$537K – – –
LFA
235
Legacy Financial Advisors
Kentucky
$533K -$19.8K -196 -4%
VWA
236
Visionary Wealth Advisors
Illinois
$530K +$15.5K +153 +3%
SWA
237
Stratos Wealth Advisors
Ohio
$511K +$19.6K +194 +4%
LNWWM
238
Laird Norton Wetherby Wealth Management
California
$508K +$508K +5,031 New
IC
239
IEQ Capital
California
$505K +$22.8K +226 +5%
BFA
240
Beaumont Financial Advisors
Massachusetts
$504K – – –
HFA
241
High Falls Advisors
New York
$497K -$20.2K -200 -4%
WCG
242
Weaver Consulting Group
California
$487K -$12.1K -120 -2%
ACA
243
Ackerman Capital Advisors
Texas
$470K -$1.63M -16,198 -78%
HCIA
244
Hochman Cole Investment Advisors
Illinois
$465K – – –
KPWS
245
Kestra Private Wealth Services
Texas
$458K -$2.93K -29 -0.6%
GWCM
246
Godshalk Welsh Capital Management
Pennsylvania
$455K +$63.7K +610 +16%
SCM
247
SOL Capital Management
Maryland
$454K – – –
FCCM
248
First City Capital Management
Georgia
$453K – – –
GG
249
GenWealth Group
New Jersey
$451K -$17K -169 -4%
CRCM
250
Corbett Road Capital Management
Virginia
$450K -$200K -1,984 -31%
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