IUSG icon

iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

510 hedge funds and large institutions have $7.33B invested in iShares Core S&P US Growth ETF in 2022 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 183 increasing their positions, 141 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+12
Holders Change %
+2.41%
% of All Funds
8.82%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.47%
New
58
Increased
183
Reduced
141
Closed
40
Calls
$457K
Puts
–
Net Calls
+$457K
Net Calls Change
+$63K

Top Buyers

1
MAM
Madison Asset Management
Wisconsin
$37.2M
2
Morgan Stanley
Morgan Stanley
New York
$602M
3
Ameriprise
Ameriprise
Minnesota
$62.6M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$442M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$32.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.67B
2
VFPW
Vantage Financial Partners (Wisconsin)
Wisconsin
$9.09M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$1.96M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$0
5
LPL Financial
LPL Financial
California
$1.03B
Name Holding Trade Value Shares
Change 		Shares
Change %
XF
226
XML Financial
Maryland
$684K +$21.2K +264 +3%
VFIC
227
Valley Forge Investment Consultants
Pennsylvania
$661K – – –
OC
228
Oppenheimer & Co
New York
$661K +$8.49K +106 +1%
BCI
229
Brinker Capital Investments
Pennsylvania
$660K -$2.97K -37 -0.4%
W
230
Wealthquest
Ohio
$654K -$434K -5,423 -40%
UWPG
231
Ullmann Wealth Partners Group
Florida
$654K +$882 +11 +0.1%
AL
232
Aspiriant LLC
California
$647K -$80.6K -1,005 -11%
WT
233
Whittier Trust
California
$641K -$380K -4,738 -37%
MGIA
234
Moneta Group Investment Advisors
Missouri
$639K -$91.9K -1,146 -13%
TCA
235
Transcend Capital Advisors
New Jersey
$634K +$18K +225 +3%
FFG
236
Ford Financial Group
California
$628K -$1.03M -12,817 -62%
AMG
237
Asset Management Group
Connecticut
$627K +$160 +2 +0%
IWS
238
Insight Wealth Strategies
California
$623K – – –
CGA
239
Crescent Grove Advisors
Illinois
$615K -$333K -4,156 -35%
BWM
240
Brickley Wealth Management
California
$613K -$64.6K -806 -10%
LNWWM
241
Laird Norton Wetherby Wealth Management
California
$611K -$80 -1 -0%
WC
242
Weil Company
California
$607K – – –
PIM
243
Parker Investment Management
California
$597K +$597K +7,450 New
CG
244
Caprock Group
Idaho
$589K +$327K +4,075 +125%
HI
245
Harbour Investments
Wisconsin
$584K – – –
9WM
246
9258 Wealth Management
Ohio
$571K -$15.7K -196 -3%
EIA
247
Eldridge Investment Advisors
New Hampshire
$570K +$80 +1 +0%
IC
248
Inscription Capital
Texas
$561K – – –
Millennium Management
249
Millennium Management
New York
$559K +$559K +6,977 New
CWC
250
Carolinas Wealth Consulting
North Carolina
$555K +$802 +10 +0.1%
8 9
10
11 12