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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

638 hedge funds and large institutions have $12.5B invested in iShares Core S&P US Growth ETF in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 205 increasing their positions, 226 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+38
Holders Change %
+6.33%
% of All Funds
9.25%
Holding in Top 10
44
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.82%
% of All Funds
0.64%
New
76
Increased
205
Reduced
226
Closed
34
Calls
$317K
Puts
–
Net Calls
+$317K
Net Calls Change
+$232K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$73M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$70.4M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
+$50.1M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$36.4M
5
Fidelity International
Fidelity International
Bermuda
+$33.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.3B
2
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
-$43.7M
3
ClearBridge Investments
ClearBridge Investments
New York
-$38.1M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$28.1M
5
Wells Fargo
Wells Fargo
California
-$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
226
Gotham Asset Management
New York
$1.64M +$1.64M +13,950 New
SIC
227
Sterling Investment Counsel
New York
$1.61M -$49.6K -423 -3%
LGWM
228
Litman Gregory Wealth Management
California
$1.56M +$62.2K +531 +4%
EWA
229
EP Wealth Advisors
California
$1.54M +$109K +930 +8%
C
230
Certuity
Florida
$1.53M – – –
BCM
231
Becker Capital Management
Oregon
$1.52M -$63.3K -540 -4%
BJL
232
Brighton Jones LLC
Washington
$1.46M +$938 +8 +0.1%
DFA
233
DHK Financial Advisors
New Hampshire
$1.46M -$138K -1,177 -9%
TCA
234
Transcend Capital Advisors
New Jersey
$1.45M +$80.2K +684 +6%
CGL
235
Clarius Group LLC
Washington
$1.44M -$504K -4,300 -26%
CA
236
Clearstead Advisors
Ohio
$1.43M – – –
CL
237
CIM LLC
New York
$1.43M -$92.2K -787 -6%
VFIC
238
Valley Forge Investment Consultants
Pennsylvania
$1.39M -$52K -444 -4%
FTS
239
Fifth Third Securities
Ohio
$1.37M -$387K -3,305 -22%
HP
240
Holistic Planning
Texas
$1.36M -$170K -1,447 -11%
DWG
241
Darden Wealth Group
Michigan
$1.36M +$19K +162 +1%
FFA
242
Farther Finance Advisors
California
$1.31M +$31.5K +268 +2%
NF
243
Nikulski Financial
Iowa
$1.31M -$20K -171 -2%
OSAM
244
O'Shaughnessy Asset Management
Connecticut
$1.28M +$284K +2,424 +29%
SM
245
Sweeney & Michel
California
$1.26M +$1.26M +10,627 New
Susquehanna International Group
246
Susquehanna International Group
Pennsylvania
$1.24M -$1.46M -12,466 -54%
BFWA
247
Benchmark Financial Wealth Advisors
Florida
$1.23M -$4.69K -40 -0.4%
KFGK
248
Keystone Financial Group (Kentucky)
Kentucky
$1.21M +$3.99K +34 +0.3%
QC
249
Quadrature Capital
United Kingdom
$1.21M +$1.21M +10,360 New
MWM
250
Mission Wealth Management
California
$1.21M +$808K +6,896 +200%
8 9
10
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