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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

543 hedge funds and large institutions have $8.2B invested in iShares Core S&P US Growth ETF in 2022 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 199 increasing their positions, 146 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+33
Holders Change %
+6.47%
% of All Funds
8.76%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.5%
New
88
Increased
199
Reduced
146
Closed
46
Calls
$758K
Puts
$16K
Net Calls
+$742K
Net Calls Change
+$285K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.02B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$535M
3
Morgan Stanley
3
Morgan Stanley
New York
$672M
4
FWI
4
Facet Wealth Inc
Maryland
$49.5M
5
Wells Fargo
5
Wells Fargo
California
$123M

Top Sellers

1
CCMG
1
Clark Capital Management Group
Pennsylvania
$0
2
MAM
2
Madison Asset Management
Wisconsin
$3.91M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$107M
4
Ameriprise
4
Ameriprise
Minnesota
$48.6M
5
GWM
5
GDS Wealth Management
Texas
$872K
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
251
IFG Advisory
Georgia
$716K -$2.53K -31 -0.4%
VIA
252
Vident Investment Advisory
Georgia
$683K +$683K +8,380 New
BCI
253
Brinker Capital Investments
Pennsylvania
$682K +$10.7K +131 +2%
TCA
254
Transcend Capital Advisors
New Jersey
$669K +$23.7K +291 +4%
UWPG
255
Ullmann Wealth Partners Group
Florida
$666K +$815 +10 +0.1%
WT
256
Whittier Trust
California
$652K – – –
MGIA
257
Moneta Group Investment Advisors
Missouri
$651K -$35.4K -411 -5%
AMG
258
Asset Management Group
Connecticut
$641K +$3.42K +42 +0.5%
Financial Engines Advisors
259
Financial Engines Advisors
California
$634K +$634K +7,773 New
FFG
260
Ford Financial Group
California
$633K -$5.54K -68 -0.9%
W
261
Wealthquest
Ohio
$633K -$33K -405 -5%
CFGS
262
Concourse Financial Group Securities
Alabama
$631K -$1.22M -14,929 -66%
LNWWM
263
Laird Norton Wetherby Wealth Management
California
$620K -$1.96K -24 -0.3%
MHS
264
M Holdings Securities
Oregon
$618K +$618K +7,584 New
WC
265
Weil Company
California
$617K – – –
SFMG
266
Sage Financial Management Group
Virginia
$604K +$147K +1,797 +32%
HPM
267
Hoxton Planning & Management
West Virginia
$601K +$601K +7,377 New
SPIA
268
Steward Partners Investment Advisory
New York
$589K +$89.7K +1,101 +18%
HI
269
Harbour Investments
Wisconsin
$581K +$12.3K +151 +2%
EIA
270
Eldridge Investment Advisors
New Hampshire
$580K +$163 +2 +0%
WFAG
271
Worth Financial Advisory Group
North Carolina
$577K +$577K +7,073 New
IC
272
Inscription Capital
Texas
$571K – – –
CW
273
CIC Wealth
Maryland
$570K +$570K +6,991 New
9WM
274
9258 Wealth Management
Ohio
$566K -$14.3K -176 -2%
LRIA
275
Leonard Rickey Investment Advisors
Washington
$562K +$101K +1,244 +22%
9 10
11
12 13