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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

474 hedge funds and large institutions have $8.48B invested in iShares Core S&P US Growth ETF in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 148 increasing their positions, 134 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+18
Holders Change %
+3.95%
% of All Funds
8.32%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.42%
New
52
Increased
148
Reduced
134
Closed
26
Calls
$339K
Puts
$4K
Net Calls
+$335K
Net Calls Change
+$61K

Top Buyers

1
AWM
AE Wealth Management
Kansas
$58.2M
2
Charles Schwab
Charles Schwab
California
$46.2M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$69.6M
4
LPL Financial
LPL Financial
California
$1.32B
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$164M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.15B
2
DA
Doliver Advisors
Texas
$58M
3
BlackRock
BlackRock
New York
$50.7M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$557M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$52.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSCA
251
South Shore Capital Advisors
Massachusetts
$468K +$16.2K +158 +4%
EWM
252
Endurance Wealth Management
Rhode Island
$466K +$46.1K +450 +11%
KPWS
253
Kestra Private Wealth Services
Texas
$465K +$307 +3 +0.1%
Kayne Anderson Rudnick Investment Management
254
Kayne Anderson Rudnick Investment Management
California
$456K +$123K +1,204 +37%
AIC
255
Ameritas Investment Company
Nebraska
$454K +$338K +3,296 +290%
GG
256
GenWealth Group
New Jersey
$453K -$4.81K -47 -1%
GWCM
257
Godshalk Welsh Capital Management
Pennsylvania
$450K +$3.58K +35 +0.8%
LIM
258
Leavell Investment Management
Alabama
$442K – – –
FCCM
259
First City Capital Management
Georgia
$439K – – –
PAS
260
Park Avenue Securities
New York
$439K +$25.9K +253 +6%
GWM
261
Geneos Wealth Management
Colorado
$432K -$11.6K -112 -3%
WOSD
262
WFA of San Diego
California
$419K +$419K +4,092 New
MWA
263
Meridian Wealth Advisors
Texas
$417K – – –
PG
264
Patten Group
Tennessee
$416K +$5.12K +50 +1%
ASN
265
Advisory Services Network
Georgia
$411K +$3.59K +35 +0.9%
FPGK
266
Financial Partners Group (Kansas)
Kansas
$403K -$512 -5 -0.1%
TC
267
TownSquare Capital
Utah
$403K +$403K +3,932 New
PPA
268
Parametric Portfolio Associates
Washington
$400K +$43.9K +429 +12%
SCM
269
SOL Capital Management
Maryland
$399K -$61.4K -600 -13%
VHAM
270
Van Hulzen Asset Management
California
$393K +$393K +3,841 New
RC
271
Rinet Company
Massachusetts
$391K – – –
SCM
272
Seascape Capital Management
New Hampshire
$386K -$1.94K -19 -0.5%
IFAM
273
Institutional & Family Asset Management
Colorado
$383K -$8.4K -82 -2%
Millennium Management
274
Millennium Management
New York
$377K +$30.6K +299 +9%
CA
275
Claro Advisors
Massachusetts
$375K +$375K +3,659 New
9 10
11
12 13