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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

566 hedge funds and large institutions have $9.77B invested in iShares Core S&P US Growth ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 175 increasing their positions, 183 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+2
Holders Change %
+0.35%
% of All Funds
9.02%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.59%
New
51
Increased
175
Reduced
183
Closed
43
Calls
$390K
Puts
$152K
Net Calls
+$238K
Net Calls Change
-$563K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$135M
2
LPL Financial
LPL Financial
California
+$34.6M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$16.6M
4
Osaic Holdings
Osaic Holdings
Arizona
+$13.8M
5
AWM
AE Wealth Management
Kansas
+$12.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$144M
2
Fidelity International
Fidelity International
Bermuda
-$60.8M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$27.7M
4
UBS Group
UBS Group
Switzerland
-$12.4M
5
FAIM
Financial Advocates Investment Management
Washington
-$6.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
BJL
226
Brighton Jones LLC
Washington
$1.16M -$30.3K -319 -3%
TPW
227
TL Private Wealth
Texas
$1.13M +$43.5K +451 +4%
RP
228
Riverbridge Partners
Minnesota
$1.12M +$143K +1,513 +15%
Bank of New York Mellon
229
Bank of New York Mellon
New York
$1.11M +$359K +3,786 +48%
TCBWMS
230
Texas Capital Bank Wealth Management Services
Texas
$1.1M – – –
NF
231
Nikulski Financial
Iowa
$1.06M +$171K +1,806 +19%
IA
232
IFG Advisory
Georgia
$1.02M +$1.02M +10,747 New
TCA
233
Transcend Capital Advisors
New Jersey
$999K +$61.2K +645 +7%
CHJWM
234
Carlton Hofferkamp & Jenks Wealth Management
Texas
$994K -$8.9K -96 -0.9%
Corient Private Wealth
235
Corient Private Wealth
Florida
$988K +$676K +7,124 +216%
CL
236
CIM LLC
New York
$982K +$1.8K +19 +0.2%
PPW
237
Presilium Private Wealth
Pennsylvania
$981K +$474 +5 +0%
GFWA
238
Grey Fox Wealth Advisors
Delaware
$974K +$87.2K +916 +10%
BFWA
239
Benchmark Financial Wealth Advisors
Florida
$972K +$19.7K +208 +2%
HSWM
240
Hubbell Strickland Wealth Management
Louisiana
$957K +$9.1K +96 +1%
TWA
241
Talisman Wealth Advisors
New Jersey
$942K +$11.8K +124 +1%
CFO
242
Collective Family Office
Pennsylvania
$920K -$75.9K -800 -8%
VCS
243
Vaughan & Co Securities
New Jersey
$918K – – –
OC
244
Oppenheimer & Co
New York
$917K +$2.18K +23 +0.2%
DP
245
Denver PWM
Colorado
$909K -$14.6K -154 -2%
XF
246
XML Financial
Maryland
$902K +$12.6K +133 +1%
BMCM
247
Burns Matteson Capital Management
New York
$898K -$5.03K -53 -0.6%
PA
248
Parallel Advisors
California
$880K +$47K +496 +6%
VVP
249
Venture Visionary Partners
Ohio
$870K -$6.26K -66 -0.7%
TF
250
Trek Financial
Arizona
$855K -$23.3K -246 -3%
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