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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

689 hedge funds and large institutions have $14.8B invested in iShares Core S&P US Growth ETF in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 237 increasing their positions, 212 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+11
Holders Change %
+1.62%
% of All Funds
9.97%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
0.64%
New
63
Increased
237
Reduced
212
Closed
41
Calls
$791K
Puts
$422K
Net Calls
+$369K
Net Calls Change
+$254K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$157M
2
BEI
Benjamin Edwards Inc
Missouri
+$78.2M
3
Morgan Stanley
Morgan Stanley
New York
+$36.4M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$30.9M
5
Two Sigma Investments
Two Sigma Investments
New York
+$24.4M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$49.7M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$29.1M
3
KAS
Kestra Advisory Services
Texas
-$25M
4
Charles Schwab
Charles Schwab
California
-$18.9M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LGWM
226
Litman Gregory Wealth Management
California
$1.75M -$9.23K -70 -0.5%
TFF
227
The Family Firm
Maryland
$1.74M -$19.7K -149 -1%
VAMG
228
Voisard Asset Management Group
Michigan
$1.71M +$1.71M +12,959 New
C
229
CEDRUS
Colorado
$1.69M +$1.69M +12,810 New
OSAM
230
O'Shaughnessy Asset Management
Connecticut
$1.69M +$111K +821 +7%
WLIM
231
White Lighthouse Investment Management
Massachusetts
$1.64M -$82.2K -623 -5%
BCM
232
Becker Capital Management
Oregon
$1.63M -$11.2K -85 -0.7%
CGL
233
Clarius Group LLC
Washington
$1.62M – – –
CA
234
Clearstead Advisors
Ohio
$1.61M – – –
P
235
&Partners
Tennessee
$1.61M +$276K +2,094 +21%
BJL
236
Brighton Jones LLC
Washington
$1.58M -$124K -940 -7%
AAS
237
Ameritas Advisory Services
Nebraska
$1.56M -$2.76M -20,922 -64%
DWG
238
Darden Wealth Group
Michigan
$1.53M -$16.2K -123 -1%
NF
239
Nikulski Financial
Iowa
$1.51M +$10.9K +83 +0.7%
RP
240
Riverbridge Partners
Minnesota
$1.47M -$1.54M -11,680 -51%
TH
241
TCTC Holdings
Texas
$1.46M +$706K +5,351 +94%
CL
242
CIM LLC
New York
$1.45M +$1.85K +14 +0.1%
UWPG
243
Ullmann Wealth Partners Group
Florida
$1.44M +$264 +2 +0%
SM
244
Sweeney & Michel
California
$1.43M +$2.82K +21 +0.2%
BCI
245
Brinker Capital Investments
Pennsylvania
$1.41M +$67.7K +513 +5%
OPS
246
Orion Portfolio Solutions
Nebraska
$1.41M +$67.7K +513 +5%
BFWA
247
Benchmark Financial Wealth Advisors
Florida
$1.4M +$19.5K +148 +1%
KWM
248
Kingsview Wealth Management
Oregon
$1.39M +$385K +2,917 +38%
FFA
249
Farther Finance Advisors
California
$1.39M -$30.3K -230 -2%
TC
250
Trilogy Capital
California
$1.38M -$6.46K -49 -0.5%
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