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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

551 hedge funds and large institutions have $8.75B invested in iShares Core S&P US Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 180 increasing their positions, 198 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+8
Holders Change %
+1.47%
% of All Funds
8.82%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.53%
New
72
Increased
180
Reduced
198
Closed
53
Calls
$701K
Puts
$18K
Net Calls
+$683K
Net Calls Change
-$59K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$72.2M
2
LPL Financial
LPL Financial
California
+$43.2M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$25.9M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$23.7M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$18.2M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
-$51.1M
2
Wells Fargo
Wells Fargo
California
-$45.8M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$35.9M
4
RJA
Raymond James & Associates
Florida
-$24.8M
5
CI
CX Institutional
Indiana
-$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
226
Trek Financial
Arizona
$869K +$869K +9,791 New
TWA
227
Talisman Wealth Advisors
New Jersey
$852K +$1.42K +16 +0.2%
BMCM
228
Burns Matteson Capital Management
New York
$845K +$540K +6,078 +177%
HSWM
229
Hubbell Strickland Wealth Management
Louisiana
$840K -$39.4K -444 -4%
GFWA
230
Grey Fox Wealth Advisors
Delaware
$838K -$123K -1,387 -13%
OC
231
Oppenheimer & Co
New York
$830K +$37.8K +426 +5%
IA
232
IFG Advisory
Georgia
$827K +$47.2K +532 +6%
WMP
233
Wealth Management Partners
Arizona
$819K +$20.6K +232 +3%
VFIC
234
Valley Forge Investment Consultants
Pennsylvania
$819K +$533 +6 +0.1%
XF
235
XML Financial
Maryland
$817K +$15.4K +173 +2%
CL
236
CIM LLC
New York
$814K -$52.5K -591 -6%
SCM
237
Seascape Capital Management
New Hampshire
$814K -$272K -3,063 -25%
NF
238
Nikulski Financial
Iowa
$810K +$6.57K +74 +0.8%
SPIA
239
Steward Partners Investment Advisory
New York
$794K +$153K +1,723 +24%
BFWA
240
Benchmark Financial Wealth Advisors
Florida
$772K -$24.3K -274 -3%
PA
241
Parallel Advisors
California
$770K +$583K +6,568 +312%
CWC
242
Carolinas Wealth Consulting
North Carolina
$767K -$72.5K -817 -9%
PI
243
PFG Investments
New York
$766K +$766K +8,626 New
YIA
244
YHB Investment Advisors
Connecticut
$746K +$230K +2,591 +45%
TCA
245
Transcend Capital Advisors
New Jersey
$743K +$15.1K +170 +2%
PFGIA
246
Patriot Financial Group Insurance Agency
Massachusetts
$735K +$414K +4,660 +129%
MHS
247
M Holdings Securities
Oregon
$732K +$58.6K +660 +9%
Allspring Global Investments
248
Allspring Global Investments
North Carolina
$728K -$6.98M -78,603 -91%
UWPG
249
Ullmann Wealth Partners Group
Florida
$726K +$1.15K +13 +0.2%
CFGS
250
Concourse Financial Group Securities
Alabama
$713K +$26.2K +295 +4%
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