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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

543 hedge funds and large institutions have $8.2B invested in iShares Core S&P US Growth ETF in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 199 increasing their positions, 146 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+33
Holders Change %
+6.47%
% of All Funds
8.76%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.5%
New
88
Increased
199
Reduced
146
Closed
46
Calls
$758K
Puts
$16K
Net Calls
+$742K
Net Calls Change
+$285K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.02B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$535M
3
Morgan Stanley
3
Morgan Stanley
New York
$672M
4
FWI
4
Facet Wealth Inc
Maryland
$49.5M
5
Wells Fargo
5
Wells Fargo
California
$123M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$0
2
MAM
2
Madison Asset Management
Wisconsin
$3.91M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$107M
4
Ameriprise
4
Ameriprise
Minnesota
$48.6M
5
GWM
5
GDS Wealth Management
Texas
$872K
Name Holding Trade Value Shares
Change 		Shares
Change %
MW
226
Marcum Wealth
Ohio
$952K +$952K +11,673 New
KPWS
227
Kestra Private Wealth Services
Texas
$922K +$612K +7,508 +197%
TPW
228
TL Private Wealth
Texas
$911K +$1.55K +19 +0.2%
GFWA
229
Grey Fox Wealth Advisors
Delaware
$883K +$883K +10,830 New
GWM
230
GDS Wealth Management
Texas
$872K -$13.4M -163,851 -94%
CL
231
CIM LLC
New York
$847K -$210K -2,426 -20%
PPW
232
Presilium Private Wealth
Pennsylvania
$844K +$844K +10,349 New
MWM
233
Meridian Wealth Management
Kentucky
$839K -$3.34K -41 -0.4%
TC
234
Trilogy Capital
California
$816K +$105K +1,290 +15%
VCS
235
Vaughan & Co Securities
New Jersey
$816K +$816K +10,008 New
HSWM
236
Hubbell Strickland Wealth Management
Louisiana
$807K -$13.7K -168 -2%
Lido Advisors
237
Lido Advisors
California
$791K -$8.15K -100 -1%
SW
238
SVB Wealth
Massachusetts
$790K -$139K -1,709 -15%
TWA
239
Talisman Wealth Advisors
New Jersey
$781K +$781K +9,584 New
CWC
240
Carolinas Wealth Consulting
North Carolina
$772K +$207K +2,541 +37%
SAG
241
SageView Advisory Group
California
$766K +$766K +9,395 New
ACA
242
Ackerman Capital Advisors
Texas
$764K -$438K -5,367 -36%
GC
243
Garde Capital
Washington
$754K +$754K +9,245 New
VFIC
244
Valley Forge Investment Consultants
Pennsylvania
$751K +$79K +969 +12%
WMP
245
Wealth Management Partners
Arizona
$742K – – –
NF
246
Nikulski Financial
Iowa
$738K -$104K -1,275 -12%
XF
247
XML Financial
Maryland
$736K +$41K +503 +6%
BFWA
248
Benchmark Financial Wealth Advisors
Florida
$732K -$4.16M -51,082 -85%
OC
249
Oppenheimer & Co
New York
$727K +$55K +675 +8%
Citadel Advisors
250
Citadel Advisors
Florida
$725K +$725K +8,891 New
8 9
10
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