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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

362 hedge funds and large institutions have $6.51B invested in iShares Core S&P US Growth ETF in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 111 increasing their positions, 136 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
-2
Holders Change %
-0.55%
% of All Funds
7.32%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.4%
New
33
Increased
111
Reduced
136
Closed
33
Calls
$30K
Puts
–
Net Calls
+$30K
Net Calls Change
+$19K

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$66M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$11.7M
3
RAM
Riggs Asset Management
Pennsylvania
+$6.97M
4
DA
Doliver Advisors
Texas
+$5.87M
5
UBS Group
UBS Group
Switzerland
+$4.52M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$386M
2
LPL Financial
LPL Financial
California
-$50.7M
3
TI
tru Independence
Oregon
-$33.7M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$28.2M
5
Morgan Stanley
Morgan Stanley
New York
-$25.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LJAC
251
L.J. Altfest & Co
New York
$256K – – –
BUB
252
BBVA USA Bancshares
Texas
$255K – – –
OC
253
Oarsman Capital
Wisconsin
$254K – – –
KPWG
254
KFA Private Wealth Group
Virginia
$242K -$6.56K -82 -3%
WBC
255
West Branch Capital
Massachusetts
$242K +$560 +7 +0.2%
FGA
256
Fortis Group Advisors
New Jersey
$239K +$239K +3,000 New
SFS
257
Sowell Financial Services
Arkansas
$238K +$6.08K +76 +3%
HL
258
HeadInvest LLC
Maine
$236K – – –
CFSG
259
Community Financial Services Group
Vermont
$232K – – –
ClearBridge Investments
260
ClearBridge Investments
New York
$230K +$115K +1,439 +100%
AFC
261
AFT Forsyth & Company
Florida
$226K – – –
SW
262
SVB Wealth
Massachusetts
$224K +$213K +2,662 +2,017%
CAL
263
Capital Analysts LLC
Pennsylvania
$223K – – –
CS
264
Comerica Securities
Michigan
$222K +$222K +2,775 New
IFS
265
Ifrah Financial Services
Arkansas
$220K -$3.92K -49 -2%
BIA
266
Biondo Investment Advisors
Pennsylvania
$220K +$220K +2,751 New
SWA
267
Stratos Wealth Advisors
Ohio
$219K +$219K +2,744 New
WPP
268
Whalerock Point Partners
Rhode Island
$219K +$219K +219 New
TFA
269
Teamwork Financial Advisors
Texas
$217K -$302K -3,783 -58%
PWM
270
PRW Wealth Management
Massachusetts
$217K +$217K +2,718 New
AA
271
Ancora Advisors
Ohio
$213K -$15K -188 -7%
NNP
272
Nachman Norwood & Parrott
South Carolina
$172K +$172K +2,154 New
BBHC
273
Brown Brothers Harriman & Co
New York
$166K – – –
PCG
274
Private Capital Group
Connecticut
$161K – – –
Bank of Montreal
275
Bank of Montreal
Ontario, Canada
$157K +$11.1K +140 +8%
9 10
11
12 13