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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

359 hedge funds and large institutions have $5.31B invested in iShares Core S&P US Growth ETF in 2019 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 130 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+72
Holders Change %
+25.09%
% of All Funds
7.09%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.39%
New
98
Increased
130
Reduced
72
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$160M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$53.4M
3
LPL Financial
LPL Financial
California
+$32.2M
4
ClearBridge Investments
ClearBridge Investments
New York
+$23.9M
5
Wells Fargo
Wells Fargo
California
+$23.9M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$75.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$71.2M
3
GSWM
Golden State Wealth Management
California
-$3.99M
4
EWA
ERTS Wealth Advisors
Michigan
-$3.81M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
251
Claro Advisors
Massachusetts
$229K +$1.29K +19 +0.6%
MA
252
MUFG Americas
New York
$227K – – –
SMFS
253
Squar Milner Financial Services
California
$227K – – –
VA
254
Valmark Advisers
Ohio
$225K +$8.07K +119 +4%
VWA
255
Visionary Wealth Advisors
Illinois
$223K +$223K +3,304 New
KLI
256
Kelman-Lazarov Inc
Tennessee
$222K – – –
SI
257
Stephens Inc
Arkansas
$218K – – –
WBC
258
West Branch Capital
Massachusetts
$217K -$123K -1,821 -36%
LJAC
259
L.J. Altfest & Co
New York
$216K – – –
BUB
260
BBVA USA Bancshares
Texas
$216K +$216K +3,186 New
OC
261
Oarsman Capital
Wisconsin
$215K +$215K +3,176 New
Mercer Global Advisors
262
Mercer Global Advisors
Colorado
$215K +$215K +3,185 New
Cetera Investment Advisers
263
Cetera Investment Advisers
Illinois
$211K +$211K +3,119 New
GWCM
264
Godshalk Welsh Capital Management
Pennsylvania
$210K +$210K +3,100 New
KPWG
265
KFA Private Wealth Group
Virginia
$208K +$208K +3,075 New
SS
266
Sunbelt Securities
Texas
$205K -$74.1K -1,098 -27%
CAL
267
Capital Analysts LLC
Pennsylvania
$198K -$58.3K -862 -23%
FCA
268
FinTrust Capital Advisors
South Carolina
$197K -$535K -7,914 -73%
CAAS
269
Capital Asset Advisory Services
Michigan
$195K +$195K +2,695 New
CFB
270
Cullen/Frost Bankers
Texas
$178K – – –
BBHC
271
Brown Brothers Harriman & Co
New York
$169K – – –
EW
272
Element Wealth
Mississippi
$152K +$152K +2,243 New
SF
273
Synovus Financial
Georgia
$147K +$4.26K +63 +3%
AA
274
Ancora Advisors
Ohio
$144K +$144K +2,129 New
BA
275
Ballast Advisors
Minnesota
$119K +$119K +1,760 New
9 10
11
12 13