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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

498 hedge funds and large institutions have $7.55B invested in iShares Core S&P US Growth ETF in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 186 increasing their positions, 142 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-25
Holders Change %
-4.78%
% of All Funds
8.42%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.44%
New
57
Increased
186
Reduced
142
Closed
73
Calls
$394K
Puts
–
Net Calls
+$394K
Net Calls Change
+$390K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$272M
2
Morgan Stanley
Morgan Stanley
New York
+$40.9M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$39.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23.4M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$18.7M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$118M
2
IWS
Insight Wealth Strategies
California
-$17.1M
3
CG
Colony Group
Massachusetts
-$15.7M
4
MAM
Madison Asset Management
Wisconsin
-$14.1M
5
GM
GeoWealth Management
Illinois
-$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
UWPG
226
Ullmann Wealth Partners Group
Florida
$682K -$122K -1,455 -15%
OC
227
Oppenheimer & Co
New York
$682K +$40.5K +483 +6%
AMG
228
Asset Management Group
Connecticut
$655K +$1.34K +16 +0.2%
Bank of New York Mellon
229
Bank of New York Mellon
New York
$653K +$84 +1 +0%
TCA
230
Transcend Capital Advisors
New Jersey
$643K +$118K +1,414 +23%
LNWWM
231
Laird Norton Wetherby Wealth Management
California
$639K +$216K +2,579 +51%
TC
232
Trilogy Capital
California
$636K +$251 +3 +0%
WC
233
Weil Company
California
$633K – – –
IWS
234
Insight Wealth Strategies
California
$623K -$17.1M -204,606 -96%
9WM
235
9258 Wealth Management
Ohio
$612K +$4.69K +56 +0.8%
IA
236
IFG Advisory
Georgia
$595K -$9.53K -114 -2%
EIA
237
Eldridge Investment Advisors
New Hampshire
$595K +$84 +1 +0%
TPWA
238
TRUE Private Wealth Advisors
Oregon
$587K +$84 +1 +0%
CWA
239
Consilio Wealth Advisors
Washington
$587K +$84 +1 +0%
CWA
240
Choice Wealth Advisors
Maine
$587K +$587K +7,008 New
IC
241
Inscription Capital
Texas
$586K – – –
HI
242
Harbour Investments
Wisconsin
$584K +$584K +6,975 New
CWC
243
Carolinas Wealth Consulting
North Carolina
$578K +$6.27K +75 +1%
VWA
244
Visionary Wealth Advisors
Illinois
$572K +$26.5K +317 +5%
VIA
245
Vident Investment Advisory
Georgia
$572K +$572K +6,834 New
SIC
246
Sterling Investment Counsel
New York
$564K +$46.5K +556 +9%
PJSIMP
247
P.J. Schmidt Investment Management (PJS)
Wisconsin
$563K -$131K -1,400 -19%
ACG
248
Allen Capital Group
Nebraska
$563K +$7.78K +93 +1%
MMPW
249
Mitchell McLeod Pugh & Williams
Alabama
$531K – – –
BFC
250
Bedel Financial Consulting
Indiana
$525K +$71.7K +857 +16%
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