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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

350 hedge funds and large institutions have $5B invested in iShares Core S&P US Growth ETF in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 124 increasing their positions, 118 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
-9
Holders Change %
-2.51%
% of All Funds
7.73%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.46%
New
44
Increased
124
Reduced
118
Closed
47
Calls
$1K
Puts
$4K
Net Calls
-$3K
Net Calls Change
-$3K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$302M
2
BL
Balentine LLC
Georgia
+$108M
3
PPA
Parametric Portfolio Associates
Washington
+$108M
4
Morgan Stanley
Morgan Stanley
New York
+$92.4M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$23.8M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$52M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$30.6M
3
UBS Group
UBS Group
Switzerland
-$25.9M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$16.3M
5
ClearBridge Investments
ClearBridge Investments
New York
-$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HF
251
HRT Financial
New York
$200K +$200K +3,509 New
SMFS
252
Squar Milner Financial Services
California
$191K – – –
Marshall Wace
253
Marshall Wace
United Kingdom
$187K +$187K +3,281 New
SFS
254
Sowell Financial Services
Arkansas
$178K -$51.1K -897 -22%
BEI
255
Benjamin Edwards Inc
Missouri
$160K +$109K +1,908 +214%
CAL
256
Capital Analysts LLC
Pennsylvania
$159K -$8.04K -141 -5%
SWA
257
Stratos Wealth Advisors
Ohio
$156K +$156K +2,741 New
CFB
258
Cullen/Frost Bankers
Texas
$150K – – –
BBHC
259
Brown Brothers Harriman & Co
New York
$143K – – –
AA
260
Ancora Advisors
Ohio
$132K +$10.4K +183 +9%
EW
261
Element Wealth
Mississippi
$123K -$5.14K -90 -4%
EWM
262
Endurance Wealth Management
Rhode Island
$115K +$115K +2,000 New
KPCM
263
Kings Point Capital Management
New York
$114K +$57K +1,000 +100%
CAPTRUST Financial Advisors
264
CAPTRUST Financial Advisors
North Carolina
$110K -$416K -7,608 -79%
AF
265
Advisornet Financial
Minnesota
$104K +$35.7K +627 +52%
AIC
266
Ameritas Investment Company
Nebraska
$102K +$20.9K +368 +26%
GI
267
Gradient Investments
Minnesota
$102K +$45.7K +797 +81%
FANJ
268
Financial Architects (New Jersey)
New Jersey
$101K +$29.3K +515 +41%
EP
269
Eudaimonia Partners
Tennessee
$100K -$206K -3,623 -67%
BA
270
Ballast Advisors
Minnesota
$100K – – –
AF
271
Allworth Financial
California
$97K -$231K -4,048 -70%
FCA
272
FinTrust Capital Advisors
South Carolina
$93K -$73.3K -1,285 -44%
CTC
273
Central Trust Company
Missouri
$92K +$80.6K +1,415 +708%
MMG
274
Monetary Management Group
Missouri
$91K – – –
PCG
275
Private Capital Group
Connecticut
$88K – – –
9 10
11
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