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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

552 hedge funds and large institutions have $9.73B invested in iShares Core S&P US Growth ETF in 2021 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 183 increasing their positions, 135 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+78
Holders Change %
+16.46%
% of All Funds
8.53%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.48%
New
113
Increased
183
Reduced
135
Closed
27
Calls
$25K
Puts
$348K
Net Calls
-$323K
Net Calls Change
-$658K

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
$54.9M
2
Wells Fargo
Wells Fargo
California
$176M
3
RJA
Raymond James & Associates
Florida
$111M
4
Morgan Stanley
Morgan Stanley
New York
$669M
5
LPL Financial
LPL Financial
California
$1.51B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.41B
2
AWM
AE Wealth Management
Kansas
$13M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
$37.6M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Jones Financial Companies
Jones Financial Companies
Missouri
$589M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSA
251
Droms Strauss Advisors
Missouri
$707K +$2.43K +21 +0.3%
PP
252
Patten & Patten
Tennessee
$703K – – –
IC
253
IEQ Capital
California
$700K +$127K +1,100 +22%
ACG
254
Allen Capital Group
Nebraska
$697K +$14.9K +129 +2%
CWM
255
Collaborative Wealth Management
Florida
$686K +$686K +5,935 New
OWA
256
Octavia Wealth Advisors
Ohio
$684K -$60.2K -521 -8%
VWA
257
Visionary Wealth Advisors
Illinois
$681K +$36.1K +312 +6%
MPM
258
Meritage Portfolio Management
Kansas
$680K -$166K -1,439 -20%
GIA
259
Gladstone Institutional Advisory
Florida
$676K +$20.9K +181 +3%
MW
260
Marcum Wealth
Ohio
$674K +$674K +5,825 New
MCM
261
MAI Capital Management
Ohio
$672K +$672K +5,812 New
HFG
262
Heron Financial Group
New York
$667K -$213 -2 -0%
EAM
263
Empirical Asset Management
Massachusetts
$667K +$667K +5,764 New
TH
264
TCTC Holdings
Texas
$659K +$659K +5,699 New
SW
265
SVB Wealth
Massachusetts
$653K -$42.9K -371 -6%
BSI
266
Bennett Selby Investments
Maine
$652K – – –
GWM
267
GDS Wealth Management
Texas
$652K +$652K +5,637 New
BAAM
268
Baker Avenue Asset Management
California
$646K -$116 -1 -0%
AIM
269
Anchor Investment Management
South Carolina
$642K +$630K +5,451 +5,451%
BFC
270
Bedel Financial Consulting
Indiana
$626K -$9.13K -79 -1%
CA
271
Calton & Associates
Florida
$620K -$3.24M -28,026 -84%
TFA
272
Triad Financial Advisors
North Carolina
$610K +$610K +5,273 New
KW
273
KWB Wealth
California
$608K -$1.85K -16 -0.3%
LFA
274
Legacy Financial Advisors
Kentucky
$605K – – –
VAS
275
Vestmark Advisory Solutions
Massachusetts
$589K +$589K +5,094 New
9 10
11
12 13