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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

552 hedge funds and large institutions have $9.73B invested in iShares Core S&P US Growth ETF in 2021 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 183 increasing their positions, 135 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+78
Holders Change %
+16.46%
% of All Funds
8.53%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.48%
New
113
Increased
183
Reduced
135
Closed
27
Calls
$25K
Puts
$348K
Net Calls
-$323K
Net Calls Change
-$658K

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
$54.9M
2
Wells Fargo
Wells Fargo
California
$176M
3
RJA
Raymond James & Associates
Florida
$111M
4
Morgan Stanley
Morgan Stanley
New York
$669M
5
LPL Financial
LPL Financial
California
$1.51B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.41B
2
AWM
AE Wealth Management
Kansas
$13M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
$37.6M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Jones Financial Companies
Jones Financial Companies
Missouri
$589M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIA
226
Moneta Group Investment Advisors
Missouri
$912K +$912K +7,887 New
Bank of Montreal
227
Bank of Montreal
Ontario, Canada
$892K +$72.7K +622 +9%
RJT
228
Raymond James Trust
Florida
$880K +$481K +4,159 +121%
WA
229
Wealth Alliance
New York
$879K -$12.3K -106 -1%
WC
230
Weil Company
California
$875K – – –
TC
231
Trilogy Capital
California
$860K +$22.2K +192 +3%
CWA
232
Consilio Wealth Advisors
Washington
$830K +$830K +7,165 New
EIA
233
Eldridge Investment Advisors
New Hampshire
$822K +$231 +2 +0%
IC
234
Inscription Capital
Texas
$809K – – –
WS
235
Wedbush Securities
California
$803K -$42.3K -366 -5%
NCP
236
NexWave Capital Partners
New York
$797K +$1.27K +11 +0.2%
HI
237
Harbour Investments
Wisconsin
$796K -$231K -1,997 -22%
CWC
238
Carolinas Wealth Consulting
North Carolina
$794K +$15K +130 +2%
IA
239
IFG Advisory
Georgia
$785K +$5.32K +46 +0.7%
PFS
240
Prospera Financial Services
Texas
$784K +$14.5K +125 +2%
PJSIMP
241
P.J. Schmidt Investment Management (PJS)
Wisconsin
$783K – – –
Citigroup
242
Citigroup
New York
$782K +$108K +934 +16%
GAG
243
GM Advisory Group
New York
$777K +$777K +6,718 New
AFG
244
Albion Financial Group
Utah
$769K -$888K -7,685 -54%
LRIA
245
Leonard Rickey Investment Advisors
Washington
$758K +$106K +916 +16%
FF
246
FourThought Financial
Florida
$746K -$11K -95 -1%
BWA
247
Burt Wealth Advisors
Maryland
$739K – – –
MMPW
248
Mitchell McLeod Pugh & Williams
Alabama
$734K – – –
CRI
249
Colonial River Investments
Virginia
$720K +$720K +6,229 New
RCAG
250
Rehmann Capital Advisory Group
Michigan
$719K +$116 +1 +0%
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