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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

600 hedge funds and large institutions have $12.1B invested in iShares Core S&P US Growth ETF in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 212 increasing their positions, 188 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+34
Holders Change %
+6.01%
% of All Funds
8.8%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
0.57%
New
85
Increased
212
Reduced
188
Closed
39
Calls
$147K
Puts
$62K
Net Calls
+$85K
Net Calls Change
-$153K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.35B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$222M
3
Bank of America
Bank of America
North Carolina
$3.77B
4
Corient Private Wealth
Corient Private Wealth
Florida
$45.4M
5
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
$79.1M

Top Sellers

1
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
$2.89M
2
Osaic Holdings
Osaic Holdings
Arizona
$31.7M
3
AWM
AE Wealth Management
Kansas
$16.1M
4
AAMA
Advanced Asset Management Advisors
Ohio
$12.5M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$7.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WLIM
226
White Lighthouse Investment Management
Massachusetts
$1.48M -$85.1K -817 -5%
SIC
227
Sterling Investment Counsel
New York
$1.47M +$196K +1,886 +15%
TWC
228
TD Waterhouse Canada
Ontario, Canada
$1.44M -$175K -1,488 -11%
DFA
229
DHK Financial Advisors
New Hampshire
$1.42M -$54.9K -527 -4%
BCM
230
Becker Capital Management
Oregon
$1.41M -$302K -2,904 -18%
PCIA
231
Prime Capital Investment Advisors
Kansas
$1.37M +$1.37M +13,177 New
HP
232
Holistic Planning
Texas
$1.36M +$1.36M +13,066 New
C
233
Certuity
Florida
$1.36M – – –
Westfield Capital Management
234
Westfield Capital Management
Massachusetts
$1.34M +$1.34M +12,905 New
LGWM
235
Litman Gregory Wealth Management
California
$1.33M -$93.1K -894 -7%
AQR Capital Management
236
AQR Capital Management
Connecticut
$1.32M -$976K -9,380 -43%
BJL
237
Brighton Jones LLC
Washington
$1.3M +$30.7K +295 +2%
VFIC
238
Valley Forge Investment Consultants
Pennsylvania
$1.28M -$18.4K -177 -1%
AAS
239
Ameritas Advisory Services
Nebraska
$1.27M -$2.21M -20,252 -63%
SPC
240
Sigma Planning Corp
Michigan
$1.27M -$1.16M -11,145 -48%
EWA
241
EP Wealth Advisors
California
$1.27M -$22.9K -220 -2%
CA
242
Clearstead Advisors
Ohio
$1.27M -$1.27M -12,209 -50%
TPW
243
TL Private Wealth
Texas
$1.22M +$6.87K +66 +0.6%
TCA
244
Transcend Capital Advisors
New Jersey
$1.22M +$120K +1,154 +11%
TCBWMS
245
Texas Capital Bank Wealth Management Services
Texas
$1.21M – – –
DWG
246
Darden Wealth Group
Michigan
$1.19M +$1.19M +11,399 New
NF
247
Nikulski Financial
Iowa
$1.18M +$16.3K +157 +1%
CHJWM
248
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.15M -$6.94K -64 -0.6%
CB
249
Commerce Bank
Missouri
$1.15M -$266K -2,555 -19%
FFA
250
Farther Finance Advisors
California
$1.14M +$746K +7,169 +190%
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